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Insurance Advisor resume example

Insurance advisors win on trust: the families they protect, the policies that stay in force, and the claims they help settle. A strong insurance advisor resume shows your license, the products you sell, your premium against target, your persistency, and how you find and keep clients.

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Why this resume works

  • Every bullet starts with a verb and ends with a result, most with a number.
  • The skills an insurance advisor job post asks for appear in the Skills section and again inside the bullets.
  • A single, standard layout (Classic) that applicant tracking systems read top to bottom.
  • Standard headings (Summary, Work Experience, Education, Skills) so the ATS files each part correctly.

Manoj Choudhary

Insurance Advisor (Life and Health)

manoj.choudhary@email.com • +91 94140 28316 • Jaipur, India • linkedin.com/in/manojchoudhary

Professional Summary

IRDAI-licensed insurance advisor with 5 years of experience selling life and health insurance to salaried families and small business owners in Jaipur. Manages 420 policyholders, brought in ₹1.1 crore of first-year premium last year, and keeps 13th-month persistency above 90% through needs-based advice and regular service.

Work Experience

Senior Insurance Advisor

2022 – Present

Kavach Life Insurance Co.

  • Sold 160 term, health and savings policies in FY 2025–26, bringing in ₹1.1 crore of first-year premium, 128% of target.
  • Kept 13th-month persistency at 92% and 25th-month at 85%, both above the branch average, with renewal reminders and yearly reviews.
  • Helped 38 families file health and life claims, with 36 settled and the rest still in process.
  • Built a referral base through 12 financial-awareness talks at offices and housing societies, bringing in 70 new clients.

Insurance Sales Officer

2021 – 2022

Nirbhay General Insurance

  • Sold motor and health policies to 300 walk-in and dealership customers in a year.
  • Renewed 82% of the motor policies due in my portfolio, against a branch target of 75%.
  • Kept proposal forms and KYC complete, with zero rejections for missing documents.

Education

B.Com, Accountancy and Business Statistics

2017 – 2020

University of Rajasthan, Jaipur

Skills

Insurance: Term life, health and family floater, ULIPs, endowment plans, motor insurance, needs analysis, claims support, renewals, policy servicing, IRDAI rules

Tools and sales: Insurer sales apps and portals, premium calculators, WhatsApp Business, MS Excel, referral selling, community events

Certificates

IRDAI License – Life Insurance Agent, Insurance Regulatory and Development Authority of India

2021

Licentiate, Insurance Institute of India

2024

Languages

Hindi (Native) • Rajasthani (Fluent) • English (Professional)

Example insurance advisor resume · Classic template · made-up person

Insurance Advisor resume summary examples

Two or three lines at the top: your years of experience, your strongest skills, and the result you are known for.

This example

IRDAI-licensed insurance advisor with 5 years of experience selling life and health insurance to salaried families and small business owners in Jaipur. Manages 420 policyholders, brought in ₹1.1 crore of first-year premium last year, and keeps 13th-month persistency above 90% through needs-based advice and regular service.

Fresher

B.Com graduate who has passed the IRDAI pre-licensing exam and completed 50 hours of training. Comfortable explaining numbers simply, has a wide network through family business and college, and wants to build a long-term client base in life and health insurance.

Experienced

Agency manager with 12 years in life insurance, now leading 35 advisors who bring in ₹6 crore of first-year premium a year. Recruits and trains new advisors, holds MDRT-level personal production, and keeps team persistency among the highest in the zone.

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Insurance Advisor resume bullet points

Use them as a pattern, not a copy: swap in your own numbers. If you don't have a number, describe the before and after.

  • Brought in ₹1.1 crore of first-year premium in a year, 128% of target.

  • Kept 13th-month persistency at 92%, above the branch average.

  • Helped 38 families file health and life claims, with 36 settled.

  • Won 70 new clients through 12 financial-awareness talks at offices and housing societies.

  • Renewed 82% of motor policies due against a branch target of 75%.

  • Kept every proposal form and KYC complete, with zero rejections for missing documents.

  • Moved 45 families from small endowment plans to adequate term cover after a needs review.

  • Built a WhatsApp renewal reminder routine that cut lapsed policies by a third.

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Skills and ATS keywords for an insurance advisor resume

Skills that often appear in insurance advisor job posts. Add only the ones you really have, in the same words the post uses, and check every job post for its own.

  • Insurance advisor
  • Life insurance
  • Health insurance
  • Term insurance
  • General insurance
  • IRDAI
  • Needs analysis
  • Financial planning
  • Premium
  • Persistency
  • Renewals
  • Policy servicing
  • Claims assistance
  • Client acquisition
  • Referral selling
  • Cross-selling
  • Customer relationship
  • Sales target
  • KYC
  • Insurance products
Cover letter examples →See which keywords your resume is missing for a real job →

How to write an insurance advisor resume

  1. 01

    Show premium against target

    First-year premium, number of policies and the percentage of target you reached are the numbers every insurance sales manager looks for first.

  2. 02

    Prove clients stay

    Persistency at 13 and 25 months shows you sold the right policy to the right person. High persistency is often valued more than a single big year.

  3. 03

    Mention claims support

    Helping families through claims builds trust and referrals. A bullet on claims you supported shows you stay after the sale.

  4. 04

    Put your license up front

    Your IRDAI license and any Insurance Institute of India qualification belong in their own section with years, and in your summary if you're new.

Insurance Advisor resume, section by section

Header and title

"Insurance Advisor (Life and Health)" tells the reader the products in the title itself. Phone, email and city follow; for local roles the city matters because advisors build clients where they live.

Summary

Manoj's summary gives his license, years, products, the clients he serves, his policyholder count, his premium and his persistency. That's the full picture an insurance branch manager looks for.

Work experience

His bullets cover sales (premium against target), retention (persistency), service (claims) and how he finds clients (talks and referrals). The general insurance role shows renewals and accuracy in paperwork.

Skills

Products and advisory skills sit together, and tools and sales methods in a second group. Listing needs analysis and claims support signals advice, not just selling.

License and qualifications

The IRDAI license and the Licentiate from the Insurance Institute of India get their own section. Further qualifications like Associate or Fellowship can follow as you earn them.

Languages

Local languages help advisors connect with clients, so Manoj lists Hindi, Rajasthani and English. In regional roles this can make a real difference.

Entry-level to senior insurance advisor resume bullet points

New advisor (0–2 years)

  • Passed the IRDAI licensing exam and completed product training on 12 plans.
  • Sold 55 term and health policies in the first year, mostly to friends' and family referrals.
  • Called every client 30 days before renewal, keeping first-year lapses to 6.
  • Ran 4 small insurance-awareness sessions in my housing society and college alumni group.

Insurance advisor (3–6 years)

  • Manage 400 policyholders with yearly reviews of cover, nominees and riders.
  • Bring in about ₹1 crore of first-year premium a year across life, health and savings plans.
  • Hold 13th-month persistency above 90% for 3 years in a row.
  • Get around half of new clients through referrals from existing policyholders.

Agency or sales manager (7+ years)

  • Recruited and trained 35 advisors, 20 of whom are active after 2 years.
  • Lead a team bringing in ₹6 crore of first-year premium a year.
  • Run weekly joint calls with new advisors and review every proposal for suitability.
  • Kept team persistency among the top 3 branches in the zone for 4 years.

Mistakes to avoid on an insurance advisor resume

  • Only premium, no persistency

    A big sales year with poor persistency can suggest mis-selling. Show both, so the reader trusts your numbers.

  • No license details

    Insurance is regulated. If your license isn't on the page, many recruiters will skip your resume.

  • Pushy-sounding language

    "Aggressive closer" doesn't fit a trust-based job. Words like needs analysis, reviews and claims support read far better.

  • Client details on the page

    Never name policyholders or share health or claim details. Describe clients by type and number.

Key takeaways

  • Show first-year premium and percentage of target.
  • Include 13th- and 25th-month persistency.
  • Mention claims you've helped with and how you find clients.
  • List your IRDAI license and qualifications with years.

Questions about insurance advisor resumes

What is persistency and why should I include it?
Persistency is the share of policies still paid up after a set time, usually 13 and 25 months. It shows the policies you sold suited the clients. Insurers track it closely, so it's a strong number to have on your resume.
Should I mention MDRT on my resume?
Yes, if you've qualified. Million Dollar Round Table membership is a recognized mark of high production in life insurance. Write the year or years you qualified.
Can I move from insurance sales to a bank or broker?
Yes. Banks, brokers and insurance web aggregators hire experienced advisors. Show your license, product range, premium and persistency, and any experience with online leads or digital sales journeys.
Should I list both life and general insurance?
List both if you've sold both, but lead with the one the job is for. Life and general insurance often need separate licenses, so be clear which you hold.
How do I write an insurance advisor resume with no experience?
Lead with your license or exam, your degree, and anything that shows you can build trust and sell: a part-time sales job, a family business, a college role managing money. Mention the communities and networks you can reach.

Sources

Duties, pay, education and job outlook for insurance sales agents in the US: U.S. Bureau of Labor Statistics, Occupational Outlook Handbook.

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