A good insurance broker must have the great ability to attract, retain and convert potential prospects into insurance plan clients. Their main responsibility is to sell something as important as security, regardless of the scope of insurance.
Something similar you must achieve with your CV.
That is, to catch the recruiter with the first impression on your CV to the point that he wants to have you in his sales team and invites you to a job interview after reading your resume.
In other words, the product to sell is your professional profile through a insurance broker resume focused on achievements, skills and professional experience. So in this guide we explain step by step how to write each section of your CV successfully. ✔
Insurance Broker Resume Example
marcos delgado
Insurance advisor
Madrid Spain
+34 000 00 00 00
[email protected]
LinkedIn: Marcos Delgado
Professional profile
Insurance advisor with 7 years of experience in the sale of insurance policies for labor accidents. I have prospecting and customer conversion skills, as well as strong sales and persuasive communication skills. I recently worked at Sancor Seguros, where I increased sales by 27% by breaking a record in policies sold before the scheduled term.
Work experience
Sancor Insurance
Insurance advisor
February 2018 – February 2022
I sold more than 450 insurance policies to national and international clients.
I closed important alliances with companies in the industrial sector.
I gave face-to-face conferences on behalf of the company.
Key achievements: At Sancor Seguros I increased income by 27% in one month by meeting the sales goal before the established deadline. I was recognized as consultant of the month several times.
Adria Segur SL
Insurance advisor
January 2015 – January 2018
I sold 150 insurance policies.
I led team sales on more than 3 occasions.
I proposed customer retention strategies.
Academic training
Insurance Broker Course – Group A.
School of Insurance Campus Insurer.
November 2014 – December 2014
Skills
Office package domain.
Management of database programs.
Sales.
Persuasion.
Assertive communication.
Time management.
Leadership.
Teamwork.
Customer Support.
Proactivity.
Languages
Native Spanish.
English C2.
💡 Note: You can use this insurance broker resume template as a template for writing your CV. However, below, we explain step by step how to write the different sections.
How much does an insurance adviser earn in Spain?
The insurance sector was one of those that maintained jobs during 2020, the strongest year economically and labor-wise due to the health crisis. In fact, this sector has accumulated more than 160,000 jobs, despite the uncertainty caused by COVID (La Vanguard).
This indicates that it is a sector that remains stable within the labor market, mainly due to the working conditions that offer a lot of flexibility to workers.
Regarding the salary, although this depends on many variablesespecially from the insurance company, the employment pages indicate that an insurance broker can earn a salary of €51,140 per year. Although it is a salary reference based on contributions from workers and former workers in this sector, keep in mind that the amount may vary.
How to make a resume for an insurance broker?
Your insurance broker CV has a very similar objective to that of your commercial proposals for clients: convert a contact into a sale. In this case, remember that you will sell your professional profile by relying on your experience, skills and important achievements, above all.
Starting from this, how to make a resume for an insurance advisor? Let’s start with the initial guidelines to take into account before sitting down to write 👇:
Read the job offer very well to know what aspects to focus on in your CV. Choose a formal and professional design. Maintain a balance between design and content. Customize your CV to the position of insurance broker. Include achievements in your work experiences, if you can quantify them, much better. Combine technical skills with soft skills. Choose the most convenient format based on your professional profile. Keep a structure easy and quick to digest.
Let’s deepen these last two points, format and structurebecause both can vary depending on your professional profile, so it is important to consider it.
The presentation of your CV
You know better than anyone: the first impression can add or subtract points, and it is clear that you want your candidacy to score points to catch the interest of the recruiter.
Therefore, the presentation of your CV must be so impeccable that it invites reading. To make sure this is the case, keep these guidelines in mind 👇:
Use margins to maintain a uniform structure (2.5 cm is ideal). Use a simple and formal typography, prioritize readability over creativity. Use an appropriate font size (11-12 point is fine, you can adjust it). Keep blank spaces so the recruiter can rest their eyes. Distribute the information in bullets and enumerations where possible. Avoid piling up blocks of text, they hinder reading. Identify each section with its name to facilitate the search for information. Choose an insurance broker resume template that fits the position. Summarize and prioritize your work history without forgetting important data. Choose the most suitable type of CV for your professional profile.
The type of CV according to your professional profile
Yes, there are several types of Curriculum vitae for highlight a specific section of the CV. That is why you should choose the one that is most convenient for your candidacy. That is 👇:
Chronological: It is for you if you have a lot of experience in the area, but not so recent. Distribute the information from the oldest to the most recent.
reverse chronological: is for you if you have recently worked as an insurance agent. Organize the information from the most recent to the oldest.
Functional: It is for you if you do not have experience as an insurance broker, but you do have training and skills. The education and skills section stands out.
Mixed: It is for you if you have recent work experience in the area and also outstanding technical skills. It combines the last two formats (inverse and functional).
💡 Reminder: the functional and mixed models locate education and skills over work experience, otherwise in the chronological model (traditional and inverse).
The order of the sections
Finally, decide how you will organize the sections of your CV according to the selected format.
In the case of the examples that we will develop in this text, we will use the reverse chronological structure, which is the most usual. So the structure would look like this 👇:
Contact information. Professional profile. Work experience and professional achievements. Academic training. Featured skills. Languages (if applicable). Complementary training (if applicable). Other information of interest (optional).
Even so, keep in mind that this structure is very flexible and you can adjust it according to what is most convenient for your candidacy. In the end it’s about structure your CV in your favor.
💡 Now yes: Let’s move on to the practical step by step to write an insurance adviser CV.
This is the first approach you have with your potential client, so the first thing you do is introduce yourself before offering the service, right?
Well, it’s the same thing you should do with the recruiter: introduce you with your basic personal data and, in addition, mention your contact channels. Keep it as simple as possible.
This is the least you should mention 👇:
Name and surname. Profession or occupation. Address (as specific as you see fit) Telephone number (preferably mobile). Email. Professional social networks (LinkedIn and Instagram, for example).
If you want to include additional information, you can, as long as it is relevant to the job; for example, your website as an insurance broker.
Regarding the latter, the title of your CV It is that, precisely, your profession or occupation and your name and surname, it is not “curriculum or curriculum vitae”, this is no longer used.
Look at it with an example 👇:
CORRECT
Mandy Lozada
Insurance advisor
Madrid Spain
+34 000 00 00 00
[email protected]
LinkedIn: Mandy Lozada
This is a simple and concrete header, contains the data that the recruiter wants to know about you before focusing on your career path. You don’t need to overextend yourself.
Now, this is an example of how it is NOT recommended to write this section 👇:
INCORRECT
Curriculum vitae
Mandy Lozada
Madrid Spain
While it’s okay to be brief on your CV, this is not the best time to leave out information, let alone your basic personal information. If the recruiter has your resume in his hands, they won’t know what area you specialize in because you didn’t say it. Be precise.
Write a professional and persuasive job summary
Just as you have a few seconds to capture the interest of a potential client, you also have little time to tell the recruiter why they should read your CV among all the candidates.
It’s about you pitch sales professionalThis time, you will tell the employer, adapting it more to the work field and less to the commercial field, as you would do with a client.
Between 5 to 6 lines It will be more than enough to highlight aspects such as the following 👇:
Area of specialization. Work experience (in years, preferably). Main professional achievements. Main technical skills, first and foremost. Most recent works (optional, but recommended).
Take a look at this correct and incorrect example 👇:
CORRECT
Insurance broker with 7 years of experience in the field of life insurance, advising clients to choose the most ideal coverage to prioritize the safety of their family. I recently worked at MAPFRE, where I sold 100 insurance policies in less than two months, being recognized by the company as the most valuable advisor of the two-month period.
As you can see, this is a professional extract persuasive, positive and accurate. Focus the recruiter’s attention on the strongest points to present an application adapted to the position.
Perhaps the result could be adverse if you Curriculum vitae start as follows 👇:
INCORRECT
Insurance consultant with a lot of experience in the area and with good sales skills to convert prospects into clients. I am the best in Spain and I am ready to start now.
We always say it: it’s okay to show confidence in your CV, but be careful. In this section you must mention solid and true arguments about your strengths. In this case, experience is not specified and achievements are not mentioned, it is very generic and imprecise.
If you don’t have experience as an insurance broker…
Now, in case you haven’t worked on it yet…