Free Resume Format Download – Insurance Sales Advisor
Free Insurance Sales Advisor Resume Format is designed for professionals working in life and health insurance sales. This Resume Sample includes sales experience, customer handling skills, and policy advisory details. The Resume Example helps candidates understand how to present insurance roles clearly. This Resume Format is simple and easy to read. The Resume Template is Free to Download in Word and includes editable sections with sample content.
This Resume Format is useful for freshers and experienced advisors. The Resume Template highlights key skills like lead generation, renewals, and field sales. Users can Download the Resume Format in Word and customize it easily. The Resume Sample and Resume Example are ATS friendly. This helps improve shortlisting for insurance sales jobs.
Unlike other resume builders, everything here is free, simple, and transparent, helping you focus only on building a strong resume quickly. No signup required and zero download limits. There is no hidden paywalls later. You can create and download your resume instantly without sharing personal details or making payments.
Name: Rakesh Sharma
Job Title: Insurance Sales Advisor
Contact No: +91 98765 43210
Email ID: rakesh.sharma@example.com
Address: 18 MG Road, Navrangpura, Ahmedabad, Gujarat – 380009, India
Date of Birth: 12-August-1989
Gender: MaleObjective
Result-oriented Insurance Sales Advisor with 9 years of experience in life and health insurance sales. Seeking to grow policy sales through trust-based customer relationships and needs-based advisory.Executive Summary
Insurance Sales Advisor with strong experience in individual and family insurance products. Skilled in lead generation, policy explanation, premium collection, and renewals. Known for achieving targets and maintaining long-term customer relationships. Comfortable with field sales and branch coordination.Key Skills
- Insurance Sales
- Lead Generation
- Policy Advisory
- Customer Relationship Management
- Premium Collection
- Renewal Management
- Field Sales Operations
Employment History
Senior Insurance Sales Advisor | SecureLife Insurance Ltd., Ahmedabad | Jul 2019 – Present
- Generated leads through referrals and field visits.
- Explained life and health insurance policies.
- Closed individual and family insurance plans.
- Handled policy documentation and KYC.
- Managed renewals and premium follow-ups.
- Achieved monthly and annual sales targets.
Insurance Sales Advisor | StarProtect Insurance Pvt. Ltd., Ahmedabad | Jan 2014 – Jun 2019
- Sold term, endowment, and health plans.
- Conducted customer meetings and presentations.
- Maintained daily sales and call reports.
- Coordinated with branch operations team.
- Supported claim documentation guidance.
- Built long-term client relationships.
Education
Bachelor of Commerce | Gujarat University, Ahmedabad | 2009 – 2012License / Certification
- IRDAI Certified Insurance Advisor License
- Health Insurance Sales Certification – IRDAI
Projects
Project 1: Rural insurance awareness drive for life insurance plans.
Project 2: Corporate group health policy onboarding support.Key Achievements
- Consistently achieved over 110 percent of sales targets.
- Recognized as Top Performer for renewals.
- Built a client base of over 600 active policyholders.
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Features of this Free Resume Format & Template
- Explanation of Format in Resume template itself.
- Fully editable Word format (.docx), Clean and professional layout
- ATS-friendly structure for job portals
- Easy to customize name, skills, summary, and experience
- Includes essential resume sections (Summary, Skills, Experience, Education) as an in build guide.
Insurance Sales Advisor Resume format : Free download
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