Insurance agent CV sample - insurance agent CV formats / templates

An effective CV of an insurance agent should highlight following qualities:

1. Thorough knowledge of various insurance products
2. Financial planning skills
3. Customer focus
4. Good follow skills
6. Business Ethics
7. Honesty
8. Passion
9. Effective communication skills

Refer to following Sample CVs :

Sample biodata for freshers
Sample biodata for Experienced
Sample CV for fresher engineers
Sample CV for engineering students
Sample CV for MBA freshers
Sample CV for marketing
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  • RE: Insurance agent CV sample - insurance agent CV formats / templates -PRATEEK BAJPAI (09/04/12)
  • Insurance agent CV sample

    Keshav Kapoor
    Contact No. +918568******
    Email ID- ****

    Career Summary

    -A seasoned sales strategist and results-oriented manager with financial planning skills possessing rich experience of 3 years in sales operations, developing

    solutions selling strategies, high-profile marketing communications.
    -Confident in my abilities to make an immediate contribution to organization’s revenue performance.
    -Experience in managing the team that can consistently deliver results beyond expectations.
    -Skilled in multi-media marketing communications including video sales presentations.
    -Excellent in generating new leads through prospecting, customer referrals, networking, and prompt follow-through.
    -Good knowledge of various insurance schemes and other products of the organization.

    Personality Traits

    -Confident and have strong business ethics.
    -Unmatched communication skills in verbal and written both.
    -Good client facing and knowledge about work.
    -Strong persuasion and negotiation skills
    -Honest, passionate and good listener.

    Computer knowledge

    -Well versed in basic use of computer.
    -Internet savvy

    Key Responsibilities handled

    -Compiling lists of prospective clients to provide leads for additional business.
    -Contacting prospective clients and explains features and merits of policies.
    -Developing and establishing strong relationship with the customers.
    -Recommending amount and type of coverage based on analysis of prospect’s circumstances, and utilizing persuasive sales techniques.
    -Providing suggestions regarding additions and changes in insurance programs
    -Attending phone calls and giving the proper information about their enquiry.
    -Collecting premiums from policyholders.
    -Provides training to the new employees.


    -The highest grossing salesman for three consecutive years.
    -Specialized in sale of life insurance policy.
    -Managed a team of 10 agents in ASD Insurance Company.


    -Working as Insurance agent in GHJ Bank Pvt. Ltd. from Jan 2012- Present.
    -Worked as Insurance Agent in ASD Insurance Company from Nov.2009- Dec2011.


    -MBA in Marketing.

    Personal Details

    -Language Known- Hindi, English, Punjabi, Urdu, French
    -Date of Birth- DD/MM/YYYY
    -Address- TYEIEIDD