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Licensed sales agent skills for your resume and career
15 licensed sales agent skills for your resume and career
1. Real Estate
Real estate is land that has buildings on it. This kind of property consists of permanent improvements either natural or man-made, which include, houses, fences, bridges, water trees, and minerals. There are 4 types of real estate namely; residential real estate, commercial real estate, industrial real estate, and vacant land.
- Developed and Maintained working relationships with Co-operating Real Estate Agents, Closing Attorneys and Lending Professionals towards settlement of executed contracts.
- Managed commercial real estate division.
2. Lead Generation
- Developed lead generation systems specializing in continuous customer contact.
- Perform outbound calls for lead generation, member outreach, and follow ups.
3. Customer Service
Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.
- Maintain quality by constantly seeking new ways to improve customer service processes/procedures and best practice requirements for quality control reporting.
- Provide exception levels of customer service while receiving calls from clients interested in Kaiser Permanent health insurance-related products.
4. Auto Insurance
Auto insurance is an insurance policy that covers you from incurring financial losses when your vehicle meets with harm.
- Solved complex auto insurance cases and claims a client may have had, about 20-30 a day.
- Answered inbound sales and service calls from current and potential auto insurance customers.
5. Medicare Advantage
- Contacted prospective customers to determine customer needs, presented information and explained available Medicare advantage plans.
- Explain benefit and features of the UHC Medicare Advantage and Prescription Drug Plans available in the consumer's area.
6. Inbound Calls
- Received inbound calls from prospective policyholders regarding quotes.
- Receive inbound calls from and/or makes outbound calls to individual clients, promotes and sells Property and Casualty products.
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An outbound call is made by the call center representative to the customers on behalf of the company. Such calls help increase sales and generate revenue for the organization.
- Handle inbound and outbound calls to facilitate client/customer needs by operating within established processes.
- Supported monthly sales quota by obtaining new clients owned to outbound calls, referrals, quotes and new customer inquiries.
8. CMS
A Content Management System or CMS is computer software that works as a framework where content can be assembled and managed by using a database. CMS is an important asset in web development. This platform enables users to create, edit, collaborate on, publish and store digital content. It helps users to manage their content and modify it from a single system.
- Completed and supported enrollment specifications and demographic for members using CMS (Medicare) documents to ensure state compliance.
- Accessed Multiply systems to include: SC Medicaid, CMS, providers, and pharmacy to resolve issue.
9. Life Insurance
- Promoted the effective sale of Auto, Health and Life insurance as well as bank products offered by the agency.
- Completed timely training exercises to stay at the forefront of industry upgrades and maintain casualty & life insurance licenses.
10. Health Insurance Products
- Discussed a variety of information about the health insurance products before closing a sale.
- Sell life and health insurance products in NC and SC.
11. Health Insurance
- Developed high level of competency in health insurance industry with goal of providing high customer understanding and satisfaction.
- Provide information regarding Medicare Health Insurance Policies and other health insurance information to individuals and families.
12. Insurance Options
- Served a diverse group of clients that were looking for the best insurance options for themselves and their families.
- Educated potential clients on their insurance options, providing quotes, and closing sales.
13. Customer Inquiries
- Answer telephone calls and address customer inquiries effectively.
- Process customer applications, endorsements, payments, related customer inquiries and perform marketing activities outside the office to increase sales.
14. Product Knowledge
Product knowledge is the skill of having better information and knowledge about the product you are selling. Product knowledge is essential for the employees of the companies so they can communicate and inform the customers about the product. Having great product knowledge is essential for a better sales pitch and to give the customer a better and complete idea of the product that will influence him to buy the product eventually.
- Conducted training sessions, teaching sales techniques and product knowledge to a team of 5 Junior Sales Agents.
- Maintained high customer satisfaction rating based on product knowledge, and satisfactory completion of sales and frequent follow-up.
15. Medicaid
- Developed a working knowledge of the Medicaid program used to educate customers on product eligibility.
- Assisted member with complex issues such as: pharmacy, enrollment, provider, Billing, Medicare, Medicaid.
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What skills help Licensed Sales Agents find jobs?
Tell us what job you are looking for, we’ll show you what skills employers want.
What licensed sales agent skills would you recommend for someone trying to advance their career?
Hank Boyd
Assistant Dean for Civic Engagement & Clinical Professor of Marketing, University of Maryland - College Park
first blush it might seem counterintuitive in that product knowledge used to be cardinal
skill, today's salesforce relies heavily on networking. Numerous academic papers lend
credence to this idea. Great people skills often trump wonkish knowledge about the
product line.
As we wade further into the 21st Century, environmental scanning (or better yet
the innate ability to read prospects) will remain pivotal. Exceptional salespeople
instinctively scan a prospective client's office noticing all the trappings. They are trying to find something they can comment upon, by doing so they can establish common
ground. Once a connection is forged, salespeople move out of the box of being pesky
interlopers into becoming valued associates.
Lastly, if you decide to embark on a career in sales never forget the tried-and-
true axiom of ABC - always be closing. This phrase means having the gumption to ask
for the business. While sales recruits might have congenial and bubbly personalities, if
they cannot look the prospect in the eye and ask for the business, they ought to find
another profession.
What technical skills for a licensed sales agent stand out to employers?
Jacqueline Babb
Assistant Professor of Digital Marketing, Director of Graduate Studies, Aurora University
List of licensed sales agent skills to add to your resume
The most important skills for a licensed sales agent resume and required skills for a licensed sales agent to have include:
- Real Estate
- Lead Generation
- Customer Service
- Auto Insurance
- Medicare Advantage
- Inbound Calls
- Outbound Calls
- CMS
- Life Insurance
- Health Insurance Products
- Health Insurance
- Insurance Options
- Customer Inquiries
- Product Knowledge
- Medicaid
- Sales Techniques
- Inbound Sales
- Sales Process
- Sales
- Casualty Insurance
- Open Houses
- Open Enrollment
- Hippa
- Insurance Quotes
- Insurance Programs
- Administrative Tasks
- Develop Leads
- Customer Relationships
- Financial Resources
- Payment Method
- Cold Calls
- HIPAA
- Health Insurance Policies
- MLS
- Underwriting Guidelines
- Annuities
- Technical Assistance
- Customer Retention
- Policy Holders
- Comparative Market Analysis
- Financial Products
- Medicare Part D
- Bank Deposits
- Develop Marketing Strategies
- Aarp
Updated January 8, 2025
