How to Present Your Contact Information
- Full name.
- Professional email address (avoid unprofessional ones).
- Link to your portfolio, LinkedIn, or relevant online profiles (if applicable).
- Phone number with a professional voicemail.
Dedicated Insurance Sales Agent with over 5 years of experience in delivering exceptional insurance solutions and surpassing sales targets. Proven expertise in building client relationships and possessing strong negotiation skills. Seeking to leverage strategic planning capabilities to drive the growth of insurance policies at XYZ Company.
Technical Skills:
- Insurance policy management
- CRM software
- Salesforce certification
- Underwriting fundamentals
Soft Skills:
- Communication
- Customer relationship management
- Negotiation
- Problem-solving
- Time management
KPIs (Key Performance Indicators):
- Number of new policies sold per quarter
- Client retention rate
- Average policy value
OKRs (Objectives and Key Results):
- Achieve a 15% increase in new client acquisition by Q4 2025
- Improve overall policy renewal rate by 10% within one year
- Expand product variation and introduce three new insurance solutions by end of fiscal year
List your experience in reverse chronological order. Focus on achievements, responsibilities, and quantifiable outcomes.
Right Example:
- Increased client base by 20% within one year by implementing targeted marketing strategies.
- Achieved 110% of sales targets for three consecutive quarters and recognized as top performer in the sales team.
- Developed customized insurance plans for clients, resulting in a 95% client satisfaction rate.
Wrong Example:
- Sold many insurance policies to clients.
- Worked in insurance sales for several years.
- Managed client accounts.
