Sample Insurance Advisor Resume

Posted in Advisor Resume Examples

Bobby Jackson
1404 Hampton Meadows
Bedford, MA 1730

Career Objective Insurance Advisor seeking opportunity to put training and experience to work for growing organization.

Summary of Qualifications:

  • Significant experience in selling insurance products
  • Strong knowledge of insurance related issues and various insurance policies
  • Ability to suggest suitable product as per needs and budget of clients
  • Ability to build and maintain a long-term relationship with the client
  • Strong report-writing skills
  • Excellent explanation skills

Work Experience:

Insurance Advisor, August 2005 – Present
Alamo Capital, Bedford, MA

  • Communicated with clients and explained characteristics and qualities of insurance policies.
  • Suggested amount and type of coverage depending on analysis of prospect’s circumstances and used persuasive sales techniques.
  • Contacted policyholders to explain policy and recommended and made changes in insurance program and beneficiaries.
  • Assessed the needs of clients, developed solutions to complex risk situations and offered clients appropriate risk management products.

Insurance Advisor, May 2000 – July 2005
NL Financial Services, Bedford, MA

  • Followed-up with potential clients who made an inquiry for services.
  • Collaborated with the potential clients on various plans from top-rated carriers, found the best solutions.
  • Performed interviews of clients and collected information pertaining to their unique health insurance situations, needs and objectives.
  • Oversaw the renewal process for existing clients.
  • Assisted in meeting team and company goals.


Bachelor’s Degree in Finance, Evergreen Valley College, San Jose, CA

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