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Career Objective:
To work as an insurance sales agent with “All Needs Insurance Company,” and sell insurance policies to customers.
Summary of Skills:
- Experience of selling auto, life, and health insurance policies
- Skilled in locating and convincing potential customers in buying insurance policies
- Excellent customer service and sales skills
- Proven track record of meeting sales goals
- Ability to understand and deliver customer needs in time
- Skilled in building and developing client relationships
Work Experience:
Insurance Agent
ABC Insurance Firm, Santa Monica, CA
October 2014 – Present
- Representing the company and selling more than one insurance products to clients
- Locating potential customers and developing business opportunities
- Calling customers, scheduling meetings, and giving presentations
- Organizing gatherings and calling individuals and companies and speaking publicly on insurance policies
- Ascertaining customers’ needs and financial status and preparing long-term insurance goals
- Coordinating with underwriters and discussing on legal matters of selling insurance products
- Assisting customers in completing application forms for insurance purchase
Insurance Agent
ATC Insurance, Santa Monica, CA
February 2013 – September 2014
- Called, met, and converted potential customers into regular clients for the company
- Discussed with clients about their financial resources, existing coverage, and additional insurance
- Read out and explained legal matters and features of policies
- Analyzed clients’ insurance policies, calculated coverage, and suggested additional purchase
- Handled opening and closing of accounts and policy renewals
- Helped policy holders in completing formalities for claims settlement
Education:
-
Bachelor’s Degree in ArtsABC University, Santa Monica, CA
2012
Reference:
On request.
See Also
- Insurance Agent Responsibilities
- Life Insurance Agent Resume
- Insurance Manager Resume
