Insurance Advisor Resume

Samantha Gray

North Highlands CA 95660

(916) 987-6543

[email protected]

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Career Objective

Insurance Advisor seeking opportunity to put training and experience to work for growing organization.

Summary of Qualifications:

  • Significant experience in selling insurance products
  • Strong knowledge of insurance related issues and various insurance policies
  • Ability to suggest suitable product as per needs and budget of clients
  • Ability to build and maintain a long-term relationship with the client
  • Strong report-writing skills
  • Excellent explanation skills

Work Experience:

Insurance Advisor, August 2005 – Present

Alamo Capital, Bedford, MA

  • Communicated with clients and explained characteristics and qualities of insurance policies.
  • Suggested amount and type of coverage depending on analysis of prospect’s circumstances and used persuasive sales techniques.
  • Contacted policyholders to explain policy and recommended and made changes in insurance program and beneficiaries.
  • Assessed the needs of clients, developed solutions to complex risk situations and offered clients appropriate risk management products.

Insurance Advisor, May 2000 – July 2005

NL Financial Services, Bedford, MA

  • Followed-up with potential clients who made an inquiry for services.
  • Collaborated with the potential clients on various plans from top-rated carriers, found the best solutions.
  • Performed interviews of clients and collected information pertaining to their unique health insurance situations, needs and objectives.
  • Oversaw the renewal process for existing clients.
  • Assisted in meeting team and company goals.


Bachelor’s Degree in Finance, Evergreen Valley College, San Jose, CA