CVLoom

Insurance agent resume format

Insurance hiring checks the licence before the pitch, so this format keeps IRDAI IC-38, MDRT and institute credentials in a tinted sidebar that is read first — beside a main column carrying the numbers that matter: book size, annualized premium, thirteenth-month persistency, claims assisted. Deep-green serif, calm as a fiduciary should be.

Not sure which skills to list? Sales skills managers shortlist on, with proof lines

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Built for

  • IRDAI-licensed life and health insurance advisors
  • Bancassurance and agency-channel sales officers
  • Financial-products associates moving into advisory roles

What you get

  • Live on-page editing — click any text and type, paginated like the final PDF
  • Selectable-text PDF export with clickable email and portfolio links
  • AI import: upload your old resume PDF and land in this template, editable
  • Scored 93/100 — interview-ready against the 30 published rules, measured by exporting this exact template. Certified: we only badge templates at 90 or above, a stricter bar than the 85 our checker calls interview-ready, so the design leaves headroom for your own content.
Oliver Barlow
Insurance Advisor
oliver.barlow@example.com·(555) 772-9808·Denver, CO·oliverbarlow.com/in/oliver-barlow
Summary

Licensed life and health insurance advisor with eight years in Colorado, a book of 640 clients and $2.1 million in annual premium. Policy persistency at 93% after 13 months, 70% of new business from referrals, and a President's Club seat four years running. Explains a policy in plain English and puts the exclusions on the first page.

Experience
Insurance Advisor
06/2020 – Present
Sunmark Life Insurance
  • Manage a book of 640 clients and $2.1 million in annual premium across term, whole life, disability and health
  • Write $480,000 in new annual premium a year; President's Club in 2022, 2023, 2024 and 2025
  • Hold 13-month persistency at 93% against a company average of 84% through annual reviews with every client
  • Generate 70% of new business from referrals and two employer group schemes covering 300 employees
  • Mentor 3 new advisors a year; all three from 2024 met their first-year target
Financial Products Associate
08/2017 – 05/2020
Front Range Investments
  • Supported 4 advisors with 900 client accounts: applications, policy servicing and annual review packs
  • Sold 210 term and health policies in three years and passed the Series 6 in the first year
  • Ran the quarterly client seminar series that produced 25% of the office's new leads
Bank Teller
06/2016 – 07/2017
First Colorado Credit Union
  • Handled 120 transactions a day with a balanced drawer every shift and referred 40 members a month to advisors
Licences and Certifications
Colorado Life, Accident and Health Producer Licence
Active
FINRA Series 6 and 63
2018
Chartered Life Underwriter (CLU), in progress
3 of 8 courses complete
Skills
  • Needs analysis
  • Term, whole life and disability products
  • Health and group benefits
  • Policy reviews and retention
  • Referral generation
  • Seminar selling
  • Employer group schemes
  • Underwriting coordination
  • Salesforce Financial Services Cloud
  • Applied Epic
  • Excel illustrations
  • DocuSign
Education
B.S. Finance
University of Colorado Denver · 2012 – 2016

Frequently asked questions

Is CVLoom really free?

Yes — editing, all 283 templates, and PDF download are free, with no watermark and no card. There is no account at all: no signup, no login, nothing to cancel.

Will my PDF have selectable text for ATS systems?

Yes. Exports are generated by a real browser engine, so the PDF has true selectable text, embedded fonts, and clickable links — the things resume parsers need.

Can I switch templates without retyping anything?

Yes — your content and the design are stored separately, so switching templates re-flows the same content instantly and losslessly. Try every one of them.

What is the strongest number on an insurance agent’s resume?

Persistency. Premium totals show selling; a 92% thirteenth-month persistency shows clients stayed — which is what every agency manager is actually recruiting for. Put it beside your book size and referral share.

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