Insurance Sales Agent CV Template - Free Download
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222 Elmscourt Way
Sometown, NSW 2000
Phone: 0400 000 000
INSURANCE SALES PROFESSIONAL
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! 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.
! 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
! Long-term-care and estate planning
“…Carla has that
of drive, industry
She is liked by all,
and a rising star at
— Jordan Yu
when my husband
and I switched our
to State Farm. I
know we made the
— 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 cycle—from
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
! 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.
ABC UNIVERSITY (Sometown, NSW)
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
Actively involved in charitable organisations, including YMCA, Kiwanis, Special
Olympics and Make-A-Wish Foundation