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.
Dynamic and results-driven Life Insurance Agent with over 5 years of experience in consultative sales, relationship building, and risk management. Proven track record of exceeding sales targets by 20% year-over-year and maintaining a 95% client satisfaction rate. Seeking to leverage comprehensive industry knowledge and passionate commitment to customer service in a challenging new role.
Technical Skills:
- Salesforce
- CRM management
- Financial analysis
- Insurance policy expertise
Soft Skills:
- Communication
- Negotiation
- Customer service
- Time management
KPIs (Key Performance Indicators):
- Number of new policies sold per quarter
- Client retention rate
- Monthly sales revenue
OKRs (Objectives and Key Results):
- Achieve a 10% increase in new policy sales within the next quarter
- Improve client retention rate by 15% through enhanced customer service initiatives
- Reach a new demographic by expanding client base to include younger customers by end of year
List your experience in reverse chronological order. Focus on achievements, responsibilities, and quantifiable outcomes.
Right Example:
- Increased client base by 30% over the past year by implementing targeted marketing strategies.
- Reduced policy lapse rate by 15% through proactive client follow-ups and personalized service.
- Generated $500,000 in new business revenue within the first 6 months of tenure.
Wrong Example:
- Helped clients with their insurance needs.
- Tried to increase sales numbers.
- Worked with a team to improve client service.
