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Insurance Sales Representative Resume Samples
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6-10 years of experience
Provided value and advice to help customers succeed financially and achieve deep lifetime relationships.
- Helped customers identify services/products that best suited their needs.
- Participated proactively in all huddles and districts communications and meetings.
- Established and maintained key relationships and business contact within the community and targeted industries segments and strategic initiative to create opportunities for growth.
- Provided ongoing coaching to co-workers and new recruits to effectively identify referral opportunities.
- Cooperatively work with others to produce and deliver required work.
- Articulate and very effective working with people of different backgrounds and temperaments.
0-5 years of experience
- Provided insurance quotes and information in a courteous and professional manner.
- Answered customer inquiries regarding coverage levels and informed them of policy enhancements to ensure customer satisfaction.
- Consistently exceeded sales goals. Averaged sales of 90 new policies each month.
6-10 years of experience
Exhibited superior customer service by helping clients find suitable coverage according to their assets as well as following state guidelines.
- Counseled potential customers about [company name] products and services.
- Reviewed data on insurance applications to insure the proper rate is implemented.
- Supported company through quoting rates opening new accounts.
- Serviced policy holder accounts answering questions quickly and accurately.
- Declined policies that were considered an unacceptable risk.
- Coached and trained representatives for improvement of sales and customer service.
0-5 years of experience
Represented and informed all new clients with optimal health insurance plans
- Increased sales quota during pre and post open enrollment
- Maintained professional and dedicated relationship with clients to inform them with their best options
- Maintained top 10 salespersons consecutively over several months
0-5 years of experience
Sought out new clients, developed clientele through sales presentations and by networking to find new customers
- Explained various insurance policies and helped clients choose plans that suit them.
- Called on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
- Performed administrative tasks, such as maintaining records and handling policy renewals.
0-5 years of experience
- Answered incoming calls and educate customers about insurance rates and policy coverage.
- Provided an exceptional buying experience by understanding and exceeding the customers’ expectations.
- Attended meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in order to provide a better buying experience to customers.
- Developed extensive knowledge of the product to compete with other individuals or companies who sell insurance.
- Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
- Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the property to be insured, and to discuss any existing coverage.
0-5 years of experience
- Represent a full line of insurance and financial products, serving as a trusted advisor to businesses and individuals.
- Accountable for over 50% of sales for the agency.
- Leverage consultative-sales strengths to identify opportunities, nurture relationships and close deals.
- Responsible for maintaining good relationships and maintaining contact with potential and current clients.
- State licensed in Property, Casualty, Life, Health, and Long Term Care.
- Worked toward Mortgage Loan Originator and Series 6.
Customer Sales Representative Duties and Responsibilities
As they go about showcasing and promoting their employer’s offerings, customer sales reps perform a variety of tasks. Based on an examination of job postings, these actions are among the most common:
Knowing the Product Customer sales representatives need to be experts about what they are selling in order to answer questions from prospective buyers. If touting appliances, for instance, they should be aware of the features, differences between brands, delivery policies, and warranties. Knowledge inspires consumer confidence and positive feelings about the company.
Following Leads Targeting the people most likely to be interested in a product or service can save time and bring about better results. Customer sales representatives may be given the names of certain people to contact. For example, past customers may be interested in hearing about new offerings. Attendees of a bridal convention may be good candidates for travel packages as they think about their honeymoon. And, of course, someone who comes into a furniture showroom probably has at least some interest in replacing old items.
Generating Interest Many times, however, customer sales reps must think of new and creative ways to get people’s attention. They may offer coupons at the county fair to folks who came there with no intention to learn about bathroom remodeling. Or perhaps they will cold call local residents after a blizzard in an effort to inform them about their company’s snow removal services.
Maintaining Relationships Keeping current customers happy is great business practice. They already have heard of you and (hopefully) like and trust your company. Smart customer sales representatives check in on these people on a regular basis to gauge satisfaction, address any concerns, and provide information of value such as new offerings or upcoming specials.
Customer Sales Representative Skills
At the heart of being a successful customer sales representative is the ability to promote your company’s products or services in ways that convince others to buy them. Thus, customer sales representatives need excellent interpersonal skills in order to bond with others, understand their desires, and convince them that what they are selling is worth their money. Other good qualities for customer sales representatives to highlight on their résumés include:
- Exhibiting ease and accuracy with numbers in order to provide quotes, deal with financing, and perform other mathematical calculations
- “Reading” people well to pinpoint what it will take to make a sale
- Displaying a willingness to stay on top of market trends and to learn new sales techniques
- Following through on leads and inquiries in a timely fashion
- Showing confidence and a can-do attitude
Customer Sales Representative Education and Training
Most customer sales reps hold at least a high school diploma. Some have taken post-secondary courses in business and marketing and may have obtained an associate’s or bachelor’s degree. A background in the field in which you’re trying to find work as a customer sales representative can be advantageous, such as training in finance for positions at a bank. Evidence of past success in sales also goes a long way toward gaining the attention of hiring managers.
Customer Sales Representative Resources
The following resources can be helpful in starting or perfecting a career as a customer sales representative:
HubSpot: Sales – From inspirational TED talks to ways to get prospective clients to notice your emails, this website is filled with a plethora of articles of interest to customer sales representatives.
Sales Rep Biz – This LinkedIn group serves as a place for its 17,000+ members to share tips and success stories.
The Greatest Sales Book Ever Written: How to Become a Top Sales Representative or the Best at Anything You Do – The title may sound a bit presumptuous, but readers do give this book plenty of kudos. It focuses on the many different ways to sell something and points out how helping, not convincing, is at the center of it all.
The Sales Survival Handbook: Cold Calls, Commissions and Caffeine Addiction – The Real Truth about Life in Sales – Called “a humorous, yet practical, guide,” this book is filled with “do’s, don’t, quizzes, lists, and real-world advice you need to survive the agony and enjoy the ecstasy of your sales career.”
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Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
