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Sample Resume Insurance


NAME
ADDRESS
CELL, HOME, WORK NUMBERS
EMAIL ADDRESS
Qualifications:
  • Top 70 producer in a field force of over 3,300 representatives.
  • Member/Qualifier of the company’s Executive Club, Leaders Club, Centurion Club, Million Dollar Round Table.
  • Charter member of firm’s Field Advisory Board.
  • Series 6, 63, 7, Life, Health licenses
  • CLU, ChFC
Professional Experience:

National Financial Network / Guardian Life Insurance Company, NY, NY


Financial/Estate Planner - 12/01 to present
  • Work with clients to maximize wealth throughout accumulation, distribution, and conservation phases
  • Taught Successful Money Management at Hofstra, St. John’s, and Farmingdale Universities to continuing education students
  • Responsible for mentoring new associates using team building approaches to expedite learning curve and increase associate retention
  • Developed seminar selling systems used throughout the Tri-State area by firm members
  • Gained extensive knowledge of insurance and annuity products through joint work with country’s top producers

Prudential Securities, Inc., Columbus, OH


Estate Planning Consultant - 6/97-12/01
Increased sale of life insurance to affluent clients using estate and business analysis and planning approach in 5 state region.

Became the #4 producing agent within two years.
Education/Activities:
State University of New York at Albany, BS Economics, 1997
Board Member YMCA
Bosrd Member Rotary
Little League Baseball coach