Insurance advisor CV sample - CV formats / templates
- RE: Insurance advisor CV sample - CV formats / templates -Poonam Rawat (09/25/12)
Insurance advisor CV sample
Mobile No: 9XXXXXXXXX
-More than 5 year experience in the most complicated field as an insurance advisor and looking for the same challenging position in growing organization.
-Having the knowledge of insurance policies, term & conditions and also strong ability to convene the customers.
-Ability to influence the team member with powerful motivational skill.
-Strong Observational skill.
-Dedicated towards work.
-Responsible for suggesting the insurance plans to the customers by determining their particular need and financial situations.
-Responsible for calculating premiums and payment methods of insurance plans.
-Responsible for developing long term relationship with existing and seeks out new clients.
-Describe the features, advantages of the insurance policies to promote the sales of insurance plans.
-Responsible for providing services to the clients according to insurance policies.
-Manage the team member and motivate them to increase sales volume.
-Motivates the team member for achieving the sales target.
-Gave profit of Rs. 75k to XYZ company by selling the insurance in Jan and Nov 20**.
-Got award of Star performer of the year from XYZ Company.
-Currently working with XYZ as insurance advisor from Aug 20** to till date.
-Previously working with ABC as insurance agent from Jan 19** to till Aug 20**.
-Completed advanced diploma in insurance from ABC University and secured 69%.
-Completed B.Sc from ABC University and secured 66%.
-Successfully completed Secondary Examination, XYZ Board, securing 72%.
-Successfully completed Sr. Secondary Examination, XYZ Board, securing 68%.
Date of Birth-19th Feb, 19XX
Language Known-English, Hindi, German, Turkish
- RE: Insurance advisor CV sample - CV formats / templates -Insurance advisor CV (08/15/12)
Insurance advisor sample CV
-Specialized in selling the insurance products with six plus years of experience.
-Strong knowledge about insurance related policies and issues.
-Ability to suggest convenient product to the client according to their need and budget.
-Ability to form long term relationships with clients.
-Excellent selling and explanation skills.
-Meeting the Sales Goals and targets.
-Highly Motivated for Sales.
-Exceptional Client Relationship.
-Strong Analytical Skills.
Insurance Advisor- XYZ (Company Name)
January 2009-Till Date
-Communicating with clients and explaining them the merits of Insurance Policies.
-Following up the clients who inquired about the insurance policies.
-Following up the old clients and renew or suggest them the new policies according to their requirement and budget.
-Provide solutions to the client in case of any risk situation and offer them appropriate risk management.
-Supervise the renewal process for existing clients.
-Meeting the company goals and assisting the team.
Insurance Agent – XYZ
-Approach long term sources of clients by using referrals, occupational and interested groups.
-Understanding clients needs and financial status and provide them the information about the appropriate policy.
-Delivering the policy, planning the future follow ups and evaluating the needs.
-Direct submitting the forms and processing the changes in beneficiary and policy loan applications.
-Providing death benefits and reassessing the clients.
-Seeking new clients from corporate, government and any other sectors.
-Over achieved quarter 2, 2011 by 110 percent.
-Awarded with Sales Champion in the year 2010-11.
-Certified course in Insurance from XYZ Institute Delhi.
-M.Com in Business Administration from “XYZ”.
-Graduate in Commerce from “XYZ”.
Date of Birth: 19 March. 19**.
Languages known: Hindi and English.