Insurance Planner Resume

[First Name] [Last Name]

Contact Address: [street]

[Country] [City] [State/Province] [Zip Code]

Contact Number: (012)-345-6789

Email Address: [[email protected]]

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Career Objective:

To obtain a position as an Insurance planner in a reputed insurance company and prepare various life insurance plans for different age groups.

Summary of Skills:

  • Extensive knowledge of the techniques and principles of insurance sales and marketing

  • Ability to perform financial projections and develop budgets

  • Possess excellent communication and presentation skills

  • Good interpersonal and time management skills

  • Ability to devise insurance products for specific and diverse age groups

  • Possess excellent monitoring and supervisory skills

  • Ability to perform tasks independently as well work with the sales team

  • Extensive knowledge of risk management as well as financial management

  • Ability and build good relationship with clients

Work Experience:

Insurance Planner

Sunshine Insurance Company, Beckemeyer, IL

October 2015 – Present

  • Developing and promoting various life insurance plans for several age groups

  • Planning and achieving monthly sales target with impressive margin

  • Dealing with a variety of financial products like fixed income products, demat accounts and mutual funds

  • Ensuring immediate discrepancy resolution regarding pending insurance claim cases

  • Conducting training sessions for various insurance services for new insurance professionals

  • Performing other tasks as required under the guidance of a senior insurance planner

Trainee Insurance Agent

Future Need Insurance Company, Beckemeyer, IL

February 2012 – September 2015

  • Convinced and sold life insurance policies to new and current customers

  • Made proper calculations and quoted premium rates for recommended Insurance policies

  • Sent reminders and collected insurance premiums from different policyholders

  • Coordinated with policyholders and explained policy plans as well as suggested additions or changes in insurance portfolio

  • Explained clients on the advantages of new insurance offered

  • Recommended changes and additions in insurance programs to the management


  • Bachelor’s Degree in Business Administration

    ABC University, Beckemeyer, IL



On request.