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Licensed sales producer skills for your resume and career

Updated January 8, 2025

3 min read

Quoted experts

Tom Faulconer JD, CPCU, CLU, ChFC, CASL,CFP(r),

Chad Newswander Ph.D.

Below we've compiled a list of the most critical licensed sales producer skills. We ranked the top skills for licensed sales producers based on the percentage of resumes they appeared on. For example, 34.0% of licensed sales producer resumes contained customer service as a skill. Continue reading to find out what skills a licensed sales producer needs to be successful in the workplace.

15 licensed sales producer skills for your resume and career

1. 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.

Here's how licensed sales producers use customer service:

Delivered attentive and excellent customer service to concerned customers, while capitalizing on cross-sell opportunities.
Provided attentive and excellent customer service to concerned customers, while growing referral networks.

2. Financial Products

Financial products refer to instruments through which an individual can invest, borrow or save money. Such devices include credit cards, shares, deposits, bonds, and loans.

Here's how licensed sales producers use financial products:

Educate current clients about life insurance and schedule appointments for financial products.
Cross sold other lines of business such as life and financial products.

3. Life Insurance

Here's how licensed sales producers use life insurance:

Develop new Life insurance opportunities.
Sell new and existing customers Auto, Home, Umbrella, Commercial Auto, Business General Liability, and Life insurance.

4. 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.

Here's how licensed sales producers use product knowledge:

Provided mentor-ship to many of the new agents, based on my prior performance thorough industry product knowledge and experience.
Attend periodic training seminars to achieve the highest level of product knowledge.

5. Policy Changes

Here's how licensed sales producers use policy changes:

Provide quotes and carry out policy changes for auto, home, and excess liability coverage's, and binding authority.
Assisted with policy changes from current members through various channels, including inbound phone calls, emails, and faxes.

6. Outbound Calls

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.

Here's how licensed sales producers use outbound calls:

Make outbound calls through internet and referral leads to build book of business.
Perform an average of 400-450 outbound calls per week to prospect for customers.

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7. Customer Relationships

Customer relationships are the interactions and efforts made by a company to improve its customer service. Customer relationships cover not just all of the essential roles performed by customer support, but also the initiatives made before and after the interaction with a customer.

Here's how licensed sales producers use customer relationships:

Excelled in building customer relationships.
Drive customer retention, deepen and expand customer relationships, create value, up-sell and obtain referrals.

8. Sales Presentations

Here's how licensed sales producers use sales presentations:

Created and delivered sales presentations to prospective businesses.
Develop and write insurance quotes, makes sales presentations, and closes sales for property and casualty policies.

9. Insurance Quotes

Here's how licensed sales producers use insurance quotes:

Interview customers and process insurance quotes, for auto and homeowner insurance based on the guidelines provided by the insurance company.
Prepared insurance quotes and sold policies for personal and commercial lines, personalized to meet each prospects unique individual needs.

10. Processing Payments

Here's how licensed sales producers use processing payments:

Communicated with clients regularly to ensure satisfaction, processing payments and handling billing.
Service client s accounts by processing payments and making changes to client s policies as requested.

11. Cold Calls

Cold calling is a kind of business solicitation from customers who didn't express interest in their product and services before. In this technique, a salesman conducts a call with potential customers with whom they haven't had a prior interaction. Cold calling can include phone calls or telemarketing. However, in-person visits like door-to-door marketing are also a type of cold calling

Here's how licensed sales producers use cold calls:

Researched, identified and sold to potential clients through company leads, referrals, and extensive cold calling.
Recognized prospective customers using lead generating methods and made at least of 60 cold calls per day.

12. Develop Leads

Here's how licensed sales producers use develop leads:

Cross selling to current book of business, working with internet leads, using web sites to develop leads.
Find and develop leads by involvement in community and business organizations.

13. Schedule Appointments

Here's how licensed sales producers use schedule appointments:

Schedule appointments, coordinate events, provide telephone support.
schedule appointments to discuss insurance needs;

14. Administrative Tasks

Here's how licensed sales producers use administrative tasks:

Perform administrative tasks, such as maintaining records and handling policy renewals, endorsement changes, accepting payments in various forms.
Perform administrative tasks, such as maintaining records and handling policy renewals and documenting ongoing conversations between clients

15. Insurance Coverage

Here's how licensed sales producers use insurance coverage:

Interviewed customers, obtained pertinent information to evaluate their need for insurance coverage.
Explain insurance coverage and answer questions accordingly.

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What skills help Licensed Sales Producers find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What licensed sales producer skills would you recommend for someone trying to advance their career?

Tom Faulconer JD, CPCU, CLU, ChFC, CASL,CFP(r)

Clinical Professor, Butler University

Being an agent provides freedom. Most agents set their own hours meaning there is time for family and other activities. Of course, since it is a commission-based position, the harder you work, the more you make! Plus, property and casualty agents (home, auto and commercial lines) can build up their client list to the point where they make a very good living just off renewal commissions. At that point, an agent can truly work whenever they want and still get paid. (That takes a few years to get to, though.)

As to dislikes, being a commissioned salesperson is difficult for some people. And the freedom that comes with being an agent is a double-edged sword. If someone takes advantage and doesn't work very hard, they won't last very long! And, depending on the company, etc., paperwork can be pretty extensive!

What technical skills for a licensed sales producer stand out to employers?

Chad Newswander Ph.D.

Professor of Political Science, Brigham Young University-Idaho

It is a combination of soft and hard skills. Young professionals need to be reliable, conscientious, hardworking, and be able to work well with others. They also need to show early signs of leadership, allowing them to grow within the organization. Above all, they need to be trusted to get the work done and be likeable. They also need to have a concrete skillset that allows them to contribute. Each young professional needs to think how they can add value to their organization (not just what the organization will do for them). Those skills can range from data/statistical analysis, writing, speaking, research, etc. In order to show that they have these skills, students should do multiple internships while in school from credible organizations.

What soft skills should all licensed sales producers possess?

Sonya DiPalma Ph.D.

Associate Professor, Chair, Academic Policies Committee, Director of MCOM Internship Program, University of North Carolina at Asheville

Be personable and a person someone wants to talk with and work with on a continuing basis. Listening and note-taking skills will be critical. Great employees listen well and ask good follow up questions. Be versatile and adaptable. If you find some downtime between projects, ask how you may help with another project.

Do you want to know more?

List of licensed sales producer skills to add to your resume

The most important skills for a licensed sales producer resume and required skills for a licensed sales producer to have include:

Customer Service
Financial Products
Life Insurance
Product Knowledge
Policy Changes
Outbound Calls
Customer Relationships
Sales Presentations
Insurance Quotes
Processing Payments
Cold Calls
Develop Leads
Schedule Appointments
Administrative Tasks
Insurance Coverage

Health Insurance
Insurance Sales
Customer Retention
Client Relationships
Payment Method
Allstate
Policy Holders
Bank Deposits
Customer Accounts
Inbound Calls
Customer Complaints
Client Retention
Necessary Paperwork
Financial Resources
Motorcycle

Bundling
Underwriting Approval
Claims Process
Insurance Claims
Billing Inquiries
Medicare
Phone Solicitation
Prospective Sales
Underwriting Guidelines
Customer Payments
Customer Inquiries
Insurance Policy Options
Develop Marketing Strategies
Policy Review

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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