Life Insurance Agent

Life Insurance Agent Resume Keywords and Skills (Hard Skills)

Here are the keywords and skills that appear most frequently on recent Life Insurance Agent job postings. In other words, these are the most sought after skills by recruiters and hiring managers. Go to Sample Templates ↓ below to see how to include them on your resume.

Remember that every job is different. Instead of including all keywords on your resume, identify those that are most relevant to the job you're applying to. Use the free Targeted Resume tool to help with this.

Choose a category
  • Life Insurance
  • Insurance
  • Term Life Insurance
  • Whole Life Insurance
  • Retirement Planning
  • Fixed Annuities
  • Health Insurance
  •  Find out what your resume's missing
  • Sales
  • Disability Insurance
  • Long Term Care Insurance
  • Long-term Care
  • Financial Services
  • Small Business
  • Universal Life
  • Employee Benefits Design
  • Marketing
  • Annuity Sales
  • Life & Health Insurance Licenses
  • Financial Planning

  •   Show full list

Resume Skills: Insurance Knowledge

  • Life Insurance
  • Property Insurance
  • Auto Insurance
  • Disability Insurance
  • Long-Term Care Insurance
  • Retirement Plans
  • Annuities
  • Liability Insurance
  • Underwriting
  • Risk Management
  • Property & Casualty Insurance
  • Health Insurance
  • Policy Analysis
  • Insurance Law
  •  Match your resume to these skills

Resume Skills: Sales Tools

  • Solution Selling
  • Consultative Selling
  • CRM Software (Salesforce, HubSpot)
  • Cross-Selling
  • Up-Selling
  • Negotiation
  • Lead Generation
  • Cold Calling
  • Interpersonal Communication
  • Sales Presentations
  • Relationship Building
  • Salesforce
  • Zoho CRM
  • LinkedIn Sales Navigator
  • Lead Management
  • Email Marketing
  •  Match your resume to these skills

Resume Skills: Risk Management

  • Risk Identification
  • Risk Assessment
  • Risk Control
  • Risk Financing
  • Risk Transfer Strategies
  • Risk Evaluation
  • Loss Control
  • Claims Management
  • Risk Transfer
  •  Match your resume to these skills

Resume Skills: Insurance Sales Techniques

Resume Skills: Industry Software

Resume Skills: Insurance Products

Resume Skills: Regulatory Compliance

Resume Skills: Languages

Resume Skills: Insurance Softwares

Resume Skills: Commercial Insurance

Resume Skills: Technology Proficiency

Resume Skills: Insurance Software

Resume Skills: Commercial Insurance Knowledge

  Does your resume contain all the right skills? Paste in your resume in the AI Resume Scan ↓ section below and get an instant score.

Compare Your Resume To These Life Insurance Agent Skills (ATS Scan)

Paste your resume below and our AI will identify which keywords are missing from your resume from the list above (and what you need to include). Including the right keywords will help you get past Applicant Tracking Systems (i.e. resume screeners) which may scan your resume for keywords to see if you're a match for the job.

Sample Life Insurance Agent Resume Examples: How To Include These Skills

Add keywords directly into your resume's work experiences, education or Skills section, like we've shown in the examples below. Use the examples below as inspiration.

Select a free resume example
Your Name
Life Insurance Agent
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded January 2022 - Present
Life Insurance Agent
Generated over $800,000+ in annual premium sales by proficiently using advanced sales techniques such as needs-based selling and cross-selling.
Managed a diverse client base, issuing up to 60+ policies per month, contributing to a 40% increase in client pool.
Established trusting relationships with clients, reducing policy lapses by 25% compared to previous fiscal year.
Implemented a new CRM system, leading to a 30% increase in sales efficiency and productivity.
Ranked in top 5% of sales agents, resulting in being awarded the 'Sales Leader” award for two consecutive years. April 2019 - Present
Senior Life Insurance Agent
Generated over $6M in new premiums in 2020 by leveraging advanced marketing and sales strategies, leading the team in sales.
Conducted comprehensive retirement planning for clientele, managing portfolios with assets totalling over $150M.
Boosted company's term life insurance sales by 45% in 2020 through targeted cross-selling to existing whole life customers.
State Farm May 2018 - December 2021
Insurance Sales Representative
Exceeded personal sales target by 20%+ for 3 consecutive years, earning 'Top Performer' accolade in 2020.
Designed new sales scripts resulting in an improved conversion rate by 15%.
Negotiated bulk policy agreements with local businesses, increasing agency sales by 12%.
New York Life Insurance September 2015 - March 2019
Life Insurance Agent
Exceeded sales targets by 30% in 2018 by successfully selling diverse policies including term life, whole life, and universal life insurance.
Managed and serviced a book of over 400 policyholders, maintaining an impressive retention rate of 95%.
Instrumental in enhancing the financial planning process, resulting in a 20% increase in clients securing retirement policies.
Resume Worded January 2012 - August 2015
Associate Life Insurance Agent
Achieved over $2M in fixed annuities sales, contributing significantly to the team's overall performance.
Became a licensed expert in term and whole life insurance products, thus expanded the client offerings.
Attracted and secured 50+ small business clients, increasing the company’s market penetration by 15%.
Resume Worded University April 2019
Master in Business Administration - Finance
Specialized in Risk Management & Insurance, Top 15% of graduating class
Resume Worded Institute February 2015
Certified Life Underwriter (CLU)
Undergone extensive training on various aspects of life insurance, estate planning, and risk management
Insurance Sales Techniques: Up-selling, Cross-selling, Prospecting, Cold-Calling, Client Retention
Industry Software: Insurance CRM (Vertafore AMS360, Applied TAM), Comparative Rater Software, Microsoft Office Suite
Insurance Products: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, Variable Universal Life Insurance
Certifications: State License in Life Insurance (2011)
Professional Associations: Member of the National Association of Insurance & Financial Advisors (NAIFA)
Volunteering: Mentor at New Beginnings - a Non-profit organization helping people understand insurance needs
Your Name
Insurance Sales Specialist
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded October 2019 - Present
Insurance Sales Specialist
Accelerated term life insurance policy sales by 35%, resulting in an increase in revenue of $5M in 2020.
Collaborated with small businesses to design employee benefits packages, boosting client acquisition by 25%
Researched and introduced lucrative long-term care insurance policies, diversifying our product suite and increasing sales by 15%.
Allstate Insurance February 2013 - September 2019
Life Insurance Agent
Sold a range of insurance products including life, long-term care, and disability insurance, generating over $4M annually.
Developed strong relationships with key clients, maintaining 97% client retention year over year.
Introduced an automated client management system, enhancing client service and boosting efficiency by 30%. July 2010 - January 2013
Insurance Sales Trainee
Attained Life & Health insurance licenses upon completion of rigorous professional training.
Trained under senior agents and learned effective sales techniques that resulted in an increase in sales of 20% in my assigned territory.
Managed client inquiries regarding policy plans which resulted in up-selling policies worth $1M in 2012.
Resume Worded Institute June 2010
Certified Insurance Sales Professional
Certification focused on advanced insurance sales strategies and market dynamics
Resume Worded University April 2010
Bachelor of Business Administration - Marketing
Focus on strategic marketing and sales techniques
Awards: Resume Worded Academic Achievement (Top 10% of class)
Insurance Products Knowledge: Life Insurance, Property Insurance, Auto Insurance, Disability Insurance, Long-Term Care Insurance, Retirement Plans, Annuities
Sales Techniques: Solution Selling, Consultative Selling, CRM Software (Salesforce, HubSpot), Cross-Selling, Up-Selling, Negotiation
Regulatory Compliance: HIPAA, Fair Credit Reporting Act, Privacy Policies, Anti-Money Laundering Regulations
Languages: English (Native), Spanish (Conversational)
Certifications: Chartered Life Underwriter Designation (2021), Licensed Property & Casualty Insurance Agent
Achievements & Awards: Leader of the Month at Allstate Insurance (August 2019), Top Sales Agent at (2012)
Professional Development: Yearly participation in the National Association of Insurance and Financial Advisors conference
Volunteering: Volunteer at local community center providing financial literacy workshops
Your Name
Insurance Sales Manager
City, Country  •  (123) 456-789  •  [email protected]  •
EXPERIENCE March 2021 - Present
Insurance Sales Manager
Spearheaded a project to revamp sales training curriculum, leading to a 20% increase in performance amongst new hires.
Achieved 30% YOY sales growth while managing a team of 10 life insurance agents.
Built a strong team rapport, reducing staff turnover by 50% over two years.
Guided the team to achieve $2M+ in annual premium sales, exceeding company targets.
Introduced predictive analytics for client data, increasing lead generation by 35%.
MetLife June 2016 - February 2021
Senior Insurance Consultant
Cultivated new business partnerships resulting in coverage expansion to 500+ employees.
Outperformed sales targets by 18% annually, closing $1.2M in insurance contracts.
Increased client retention by 30% by implementing a personalized follow-up system.
Resume Worded University May 2016
Master of Business Administration - Finance and Insurance
Concentration: Risk Management and Insurance Planning
Resume Worded Institute April 2012
Certified Insurance Professional
Part-time | Specialized in: Property and Casualty Insurance
Insurance Knowledge: Auto Insurance, Life Insurance, Property Insurance, Liability Insurance, Underwriting, Risk Management
Sales Tools: Salesforce, Zoho CRM, LinkedIn Sales Navigator, Lead Management, Cold Calling, Email Marketing
Certifications: Certified Property Insurance Professional, Chartered Life Underwriter
Leadership & Volunteering: President, Insurance Club, Resume Worded University (2015-2016), Volunteer, United Way, Organized Annual Insurance Coverage Awareness Drive (2013)
Awards: MetLife Top Sales Consultant Achiever (2019,2020), Manager of the Year (2021)
Your Name
Insurance Consultant
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded November 2019 - Present
Insurance Consultant
Developed a comprehensive client recommendation system, improving policy upselling by 35%.
Centralized policy information, making for more efficient client consultation and increasing client satisfaction by 20%.
Recognized as top consultant in area, closing sales for policies worth $2.5M annually.
Coordinated with sales team to design strategies for new product launches, increasing initial sales by 25%.
Introduced an automated client reminder system, reducing missed premium payments by 40%.
Allstate March 2016 - October 2019
Licensed Insurance Agent
Expanded book of business by 80% through consistent cold calling and follow-ups.
Achieved 90% success rate in identifying customer needs and tying them to the right policy types.
Implemented a customer feedback system, enhancing product development and increasing customer satisfaction rate by 20%.
Resume Worded Academic Center December 2019
Professional Certification in Claims Handling & Fraud Detection
Specialization in identifying, analyzing and mitigating fraudulent claims
Resume Worded University May 2016
Bachelor of Business Administration - Insurance & Risk Management
Cum Laude (Top 15% of class)
Relevant Coursework: Risk Assessment, Financial Planning, Health and Life Insurance underwriting and Brokering
Insurance Softwares: Guidewire, AgencyBloc, Zywave, Salesforce, MS Office
Commercial Insurance: Property, Casualty, Workers' Compensation, Commercial Auto, Business Interruption, Umbrella Liability
Risk Management: Risk Identification, Risk Assessment, Risk Control, Risk Financing, Risk Transfer Strategies
Languages: English (Native), Spanish (Conversational)
Certifications: Licensed Insurance Agent (2016 - Present), Certified Insurance Service Representative (CISR) - 2020
Leadership & Volunteering: Volunteered for Insurance Information Institute's community awareness program (2017 - Present)
Awards: Allstate 'Circle of Champions' Award for exemplary customer service and sales record - 2018
Courses: Continuing Education Coursework in Individual Health Insurance, Group Health Insurance, Medicare Supplements
Your Name
Insurance Advisor
City, Country  •  (123) 456-789  •  [email protected]  •
EXPERIENCE May 2018 - Present
Insurance Advisor
Assisted 50+ clients daily with policy inquiries, cementing excellent customer relationships and improving customer retention rate by 15%.
Advised on proper coverage to match clients' needs, boosting cross-sell and up-sell rates by 20%.
Instrumental in leading loss prevention assessments to identify gaps, reducing claim costs by $100k annually.
Initiated policy changes and updates with 99% accuracy, lowering claim denials by 18%.
Successfully maintained a 95% customer satisfaction rate through timely and efficient service.
Farmers Insurance January 2015 - April 2018
Insurance Sales Associate
Identified prospects via referrals, spearheading the team's sales performance and surpassing sales quota by 25%.
Excelled in customer relationship management, reducing policy cancellations by 40%.
Facilitated smooth policy administration, achieving 100% compliance with industry regulations and company policies.
Resume Worded University April 2018
Master of Business Administration - Marketing
Concentration in Insurance Marketing Strategies
Resume Worded Academic Center December 2015
Certified Insurance Counselor (CIC)
Completed rigorous insurance education program, gaining key expertise in agency management, claims, insurance law, and risk management
Insurance Knowledge: Property & Casualty Insurance, Life Insurance, Health Insurance, Risk Management, Policy Analysis, Insurance Law
Sales Techniques: Lead Generation, Cold Calling, Negotiation, Interpersonal Communication, Sales Presentations, Relationship Building
Technology Proficiency: MS Office Suite (Advanced), CRM Software (Advanced), Spreadsheet Management (Advanced), Data Analysis Tools (Intermediate)
Languages: English (Native), Spanish (Conversational)
Certifications: Licensed Property & Casualty Insurance Agent (2015 - Present), Licensed Health & Life Insurance Agent (2015 - Present)
Awards: Top Sales Associate Award, Farmers Insurance (2016, 2017), Coach of the Year, (2019, 2020)
Leadership & Volunteering: Mentor, Insurance Professionals Association (2019 - Present), Volunteer, Financial Literacy Initiative for High Schools (2016 - Present)
Projects: Developed an online insurance education tool, used by over 500 insurance professionals
Your Name
Insurance Broker
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded August 2017 - Present
Insurance Broker
Boosted total sales volume by 200% by effectively leveraging a network of insurance providers to meet client needs.
Developed marketing strategies that resulted in a 30% growth in customer base within 1 year.
Decreased client claims by 10% by recommending suitable policies and educating the clients about risk management.
Negotiated with insurers to get superior coverage for clients, increasing client retention by 15%.
Managed high-risk insurance policies, delivering a customer satisfaction rate of 90%.
Nationwide March 2014 - July 2017
Insurance Agent
Grew book of business from scratch to 100+ high-value clients within the first year.
Accelerated average policy purchase time by implementing a digitized process, increasing customer satisfaction by 25%.
Converted 30% of cold calls leads into active policies, resulting in a significant increase in the customer base.
Resume Worded Academic Center August 2017
Certified Insurance Broker - Property and Casualty
Intensive 6-month training course focusing on underwriting, client management, sales strategies
Resume Worded University May 2012
Bachelor of Business Administration - Finance
Concentration in Insurance and Risk Management
Recipient of Insurance Professionals of Tomorrow Scholarship
Insurance Software: Applied Systems TAM, Vertafore AMS360, EZLynx, HawkSoft, Zywave BrokerageBuilder
Commercial Insurance Knowledge: Commercial Property, General Liability, Worker's Compensation, Commercial Automobile, Business Owner Policy (BOP)
Risk Management Techniques: Risk Evaluation, Loss Control, Claims Management, Risk Financing, Risk Transfer
Languages: English (Native), Spanish (Basic)
Certifications: Chartered Property Casualty Underwriter (CPCU), Certified Insurance Counselor (CIC)
Memberships: Member, National Association of Insurance and Financial Advisors (NAIFA)
Awards: Awarded 'Top New Agent' at Nationwide, 2015
Volunteering: Volunteer, REALTORS® Insurance Marketplace, assisting with health plan selection and enrollment

How do I add skills to a Life Insurance Agent resume?

Review the job posting closely.

Go through the Life Insurance Agent posting you're applying to, and identify hard skills the company is looking for. For example, skills like Fixed Annuities, Retirement Planning and Insurance are possible skills. These are skills you should try to include on your resume.

Add industry skills like Life Insurance and Term Life Insurance.

Add other common skills from your industry - such as Whole Life Insurance, Sales and Health Insurance - into your resume if they're relevant.

Add skills into your work experience.

Incorporate skills - like Marketing, Life & Health Insurance Licenses and Universal Life - into your work experience too. This shows hiring managers that you have practical experience with these tools, techniques and skills.

Use the exact job title.

Try to add the exact job title, Life Insurance Agent, somewhere into your resume to get past resume screeners. See the infographic for how to do this.

Word Cloud for Life Insurance Agent Skills & Keywords

The following word cloud highlights the most popular keywords that appear on Life Insurance Agent job descriptions. The bigger the word, the more frequently it shows up on employer's job postings. If you have experience with these keywords, include them on your resume.

Top Life Insurance Agent Skills and Keywords to Include On Your Resume

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Life Insurance Agent Resume Templates

Here are examples of proven resumes in related jobs and industries, approved by experienced hiring managers. Use them as inspiration when you're writing your own resume. You can even download and edit the resume template in Google Docs.

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Browse Skills from Similar Jobs

Frequently Asked Questions

What skills do hiring managers want to see on a Life Insurance Agent resume?

The most common skills and keywords we found on Life Insurance Agent resumes and job postings were Life Insurance, Insurance, Term Life Insurance, Whole Life Insurance, Retirement Planning, Fixed Annuities, Health Insurance and Sales.

Skills like Life & Health Insurance Licenses, Universal Life, Long-term Care, Financial Services and Marketing also appeared on related job postings.

Target your Resume to a Job Description

While the keywords above are a good indication of what skills you need on your resume, you should try to find additional keywords that are specific to the job. To do this, use the free Targeted Resume tool. It analyzes the job you are applying to and finds the most important keywords you need on your resume.

It is personalized to your resume, and is the best way to ensure your resume will pass the automated resume filters.

Start targeting your resume

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