Insurance Sales Agent CV Template - Free Download
4.8, 4243 votes
Please vote for this template if it helps you.
Insurance Sales Agent CV Template
Insurance Sales Agent CV Template
Carla
Foster
222 Elmscourt Way
Sometown, NSW 2000
Phone: 0400 000 000
carla@somedomain.com
INSURANCE SALES PROFESSIONAL
See CareerOne’s advice articles, videos and resume building tool here
! Entrepreneurial State Farm agent with a history of surpassing customer
and employer expectations. Leverage consultative-sales strengths to identify
opportunities, nurture relationships and close deals.
! Dedicated and tenacious sales expert, with a reputation for consummate
professionalism and exemplary ethics. Remain current on the latest trends in
the industry, with comprehensive knowledge of financial and insurance
products, services and best practices.
! Passionate leader, skilled at building top-performing teams focused on
impeccable service delivery and accountability for goal achievement.
Specialties
! Personal and commercial insurance
(auto, home, business, health, life)
! Retirement plans (IRA, 401(k),
Individual(k), SEP, SIMPLE)
! Education plans (529 plans,
Coverdell Education Savings
Accounts)
! Long-term-care and estate planning
Experience
“…Carla has that
rare combination
of drive, industry
knowledge and
interpersonal skills.
She is liked by all,
and a rising star at
our company…”
Jordan Yu
(State Farm
Supervisor)
“…Carla was
incredibly helpful
when my husband
and I switched our
insurance provider
to State Farm. I
know we made the
best choice!”
Mary Hart
(State Farm Client)
CARLA FOSTER AGENCY / STATE FARM INSURANCE
9/2001 to present
Insurance and Financial Services Agent (Sometown, NSW), 3/2002 to present
Agency Intern, 9/2001 to 3/2002
Develop and implement sales plan and manage all phases of the sales cyclefrom
prospecting to close and follow-up support. Represent a full line of insurance and
financial products, serving as a trusted advisor to businesses and individuals. Hire,
train and supervise sales support staff, and create a fun and productive work
environment. Achievements:
! Drove a pace-setting 15% increase in annual revenue in FY2007, outperforming
“high-reach” sales targets every quarter.
! Consistently met and frequently exceeded the financial objectives of represented
clients. Assessed risk tolerance and investment/risk-management goals to
recommend solutions optimally suited to client needs.
! Provided sound financial, insurance and wealth-management services to protect
client assets and grow the net worth of their respective portfolios.
! Increased referral business by 27% in 2007. Initiated an aggressive campaign of
cold-calling, offering referral incentives and participating in networking events.
ABC RETAIL COMPANY
10/1998 to 9/2001
Sales Representative (Sometown, NSW)
Served as a department store sales rep while attending college. Achievements:
! Excelled within service-oriented industry. Cultivated positive relationships with
customers and expanded business through word-of-mouth referrals.
Education &
Training
ABC UNIVERSITY (Sometown, NSW)
6/2001
Bachelor of Science, Major: Business management, Minor: Communications
Designations: NASD Series 6 and 63; NASD Broker/Agent; Life and Health;
Illinois Long-Term Care (LTC) and Property & Casualty (P&C) licenses; Life
Underwriting Training Council Fellow (LUTCF)
Recent Training: Long-term care, estate planning and retirement
Member: National Association of Insurance & Financial Advisors
Volunteerism
Actively involved in charitable organisations, including YMCA, Kiwanis, Special
Olympics and Make-A-Wish Foundation
Insurance Sales Agent CV Template Previous Page
Insurance Sales Agent CV Template
Previous

1/1

Next