Life Insurance Agent
Resume Template
Create a winning impression with our Harvard University Approved template for Life Insurance Agent.
Life Insurance Agent
Resume Template
Create a winning impression with our Harvard University Approved template for Life Insurance Agent.

Life Insurance Agent Resume Sample (2025)
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.
How to Write a Great Life Insurance Agent Resume Summary
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.
What Skills to Add to Your Life Insurance Agent Resume
Technical Skills:
- Salesforce
- CRM management
- Financial analysis
- Insurance policy expertise
Soft Skills:
- Communication
- Negotiation
- Customer service
- Time management
What are Life Insurance Agent KPIs and OKRs, and How Do They Fit Your Resume?
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
How to Describe Your Life Insurance Agent Experience
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.