The Perfect Insurance Advisor Resume Writing Tips

Do you want to apply for an Insurance Advisor position to help you get closer to your career goals? Applying for jobs on Seek, LinkedIn, and other job boards can be a time-consuming process, however, to streamline the process, you can ensure your resume writing helps you to stand out from the crowd, and your online profile helps you to get an interview!

If a recruiter or hiring manager are looking for an Insurance Advisor, they are searching for specific transferable skills. With less than ten people being interviewed for the job and hundreds of people, just like you, applying, The Perfect Resume team have created Resume Writing Tips to help you stand out from the others.

What do recruiters look for in an Insurance Advisor resume or an online profile?

Tailoring your resume to an Insurance Advisor position is mandatory today to ensure that your application will pass Applicant Tracking Systems (ATS). In doing so, your resume will be read by the prospective employer. Then, fingers crossed, you will be shortlisted as a potential candidate and be called for not one, but multiple job interviews!

Firstly, before you apply to be an Insurance Advisor, you need to be acquainted with what an Insurance Advisor does!

Insurance Advisors handle the financial advice to clients on retirement planning, investing, and protecting against risks. Insurance advisors complete a financial needs analysis with clients, which includes assets and liabilities, tax status, existing insurance and risk analysis.

Hiring Managers are looking for a result-driven Insurance Advisor to assist in providing financial advice to clients on retirement planning, investing in the future, saving for education, and life insurance protection. The insurance advisor will generate leads, meet with clients, complete a financial needs analysis, and present them with customized financial proposals.

To be successful as an Insurance Advisor, you should have knowledge of necessary Banking & Financial Services procedures, be open to learning, and have strong communication skills. Ultimately, a high performing Insurance Advisor should be able to achieve specialized guidance and advice on areas of concern and empower people to live better lives.

Knowing this, your resume and online profile should include the hard and soft skills that the recruiter or hiring manager is looking for in a candidate.

The Insurance Advisor position description template will also contain pivotal information about what the candidate will need to do daily. Such as:

• Meeting with clients.
• Offering specialized financial guidance and advice.
• Completing financial needs analyses.
• Creating and explaining customized plans.
• Utilizing knowledge of tax investment strategies.
• Assessing clients' financial portfolios.
• Analyzing clients' risk. -Encouraging clients to invest in the future.




You will also have some requirements and personal attributes that you will need to demonstrate in your resume to ensure your potential employer will take your application seriously, such as:

• Bachelor’s degree in finance or similar.
• A license issued by the state board.
• CFP certification preferred.
• Strong verbal and written communication skills.
• A professional appearance.
• On-going training in the latest products and benefits.
• Attendance at product launches and seminars.
• Compliance according to state regulations and policies.



You may also want to do some industry research to find out what other companies want in their Insurance Advisors.