Insurance advisor CV sample - CV formats / templates

An effective CV for an insurance advisor should highlight following qualities:

1. Good knowledge of various insurance schemes and other products
2. Financial planning skills
3. Ability to follow up and keep a track of each case
4. Business Ethics
5. Honesty
6. Passion
7. Good listener
8. Customer oriented

Refer to following Sample CVs :

Sample Advisor CV
CV templates - Curriculum Vitae Template
Sample CV for freshers
Sample CV for experienced
Professional CV samples
Sample CV for IT professionals
CV examples
Sample biodata for freshers
Sample biodata for Experienced
Sample CV for fresher engineers
Sample CV for engineering students
Sample CV for MBA freshers
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  • RE: Insurance advisor CV sample - CV formats / templates -Poonam Rawat (09/25/12)
  • Insurance advisor CV sample

    SSSS Singh
    Mobile No: 9XXXXXXXXX

    Career Summary

    -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.

    Technical skills

    -MS office
    -IRDA Certified

    Personality Traits

    -Strong Observational skill.
    -Dedicated towards work.
    -Smart worker

    Key Responsibilities

    -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**.

    Professional Qualification

    -Completed advanced diploma in insurance from ABC University and secured 69%.
    -Completed B.Sc from ABC University and secured 66%.

    Academic Qualification

    -Successfully completed Secondary Examination, XYZ Board, securing 72%.
    -Successfully completed Sr. Secondary Examination, XYZ Board, securing 68%.

    Personal Details

    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

    Mobile: +91-98********

    Career Summary

    -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.

    Personality Traits

    -Meeting the Sales Goals and targets.
    -Highly Motivated for Sales.
    -Exceptional Client Relationship.
    -Strong Analytical Skills.

    Work Experience

    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
    July 2005-Dec2009

    -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”.

    Personal Details

    Date of Birth: 19 March. 19**.
    Languages known: Hindi and English.
    Address: XYZ.