Insurance Sales Cover Letters Templates

Sample resume for an insurance sales professional

If you're going for a position selling insurance, you first need to sell yourself on your resume. Check out this sample to learn how.

If you’re going for a position selling insurance, you first need to sell yourself on your resume. View the sample resume below, and download the insurance sales professional resume template in Word. And if you need more help, get a free resume evaluation today from the experts at Monster's partner TopResume.

Additionally, you can learn about insurance careers and search for insurance sales jobs on Monster.


Insurance Sales Professional Resume Sample

Carla Foster
Sometown, IL 55555 | Phone: 555-555-5555 | | LinkedIn URL

Insurance Sales Professional

Entrepreneurial DEF Insurance agent with a history of surpassing customer and employer expectations. Leverage consultative-sales strengths to nurture relationships and close deals. Comprehensive knowledge of financial and insurance products, services and best practices.


  • Personal and commercial insurance: auto, home, business, health, life
  • Retirement plans: IRA (Traditional and Roth), 401(k), Solo 401(k), 403(b)
  • Education plans: 529 plans, Coverdell Education Savings Accounts
  • Long-term-care and estate planning


ABC AGENCY / DEF INsurancE | Sometown, IL

Insurance and Financial Services Agent, 3/2013 to Present | Agency Intern, 9/2012 to 3/2013

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.

  • Drove a 15% revenue increase in FY2016, outperforming “high-reach” sales targets every quarter.
  • Increased referral business by 27% in 2016. Initiated an aggressive campaign of cold-calling, offering referral incentives and participating in networking events.
  • Earned awards for excellent sales performance, including Legion of Honor and Bronze Star awards.
  • 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 and grow client assets.


Sales Representative, 10/2010 to 6/2012

Served as a department store sales rep while attending college. Excelled within service-oriented industry.

Education & Training

Bachelor of Science, Major: Business Management | Minor: Marketing
Designations: FINRA Series 6 and 63; FINRA Broker/Agent; Life and Health; Illinois Long-Term Care (LTC) and Property & Casualty (P&C) licenses; Financial Services Certified Professional (FSCP)
Recent Training: Long-term care, estate planning and retirement
Member: National Association of Insurance & Financial Advisors

“…Carla has that rare combination of drive, industry knowledge and interpersonal skills.
She is a rising star at our company…” — Jordan Yu, Supervisor
“…Carla was incredibly helpful when my husband and I switched our insurance provider to
DEF Insurance. I know we made the best choice!” — Mary Hart, Client

Dear Ms. Hutchinson,

I was reading your post on Monster for an Insurance Agent. I have been looking for new opportunities in the field and after reading your job description saw the very type of challenge and advancement I am looking for. I have enclosed my resume detailing experience I have gained over the last seven years in the insurance business.

My areas of expertise is designing and implementing specific insurance strategies that bring in new customers for the many products and services my employer offers. Through problem solving communication and marketing I ensure the company is viewed as a major authority providing an unparalleled level of customer service they will not get anywhere else. That includes affordable insurance packages handling claims in a speedy and fair manner managing insurance programs and plans and remaining professional and reassuring during trying situations. With my current employer I have held the highest retention of customers for the last four years while bringing in more new customers than any other insurance agent 16 out of the last 22 months.

I know I am the ideal candidate for your Insurance Agent. I am hoping we can schedule a personal interview and discuss my experiences and how they can benefit your company.

Best Regards,

Oscar Finnigan


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