Insurance Advisor CV example

Navigating the competitive world of insurance advising requires a standout CV that showcases your expertise and commitment to client needs.

To give you an edge, we’ve crafted this Insurance Advisor CV writing guide, complete with professional insights.

Below, you’ll also find an Insurance Advisor CV example to help you tailor your own application to perfection.

 

 

 

Insurance Advisor CV example

Insurance Advisor CV 1

Insurance Advisor CV 2

 

This CV example showcases the optimal structure and format for your Insurance Advisor CV, providing a pleasant reading experience for busy recruiters.

It also demonstrates the skills, experience and qualifications you should emphasize in your own CV to increase your chances of landing job interviews.

 

CV builder

 

Insurance Advisor CV format and structure

First impressions count, so a sloppy, disorganised CV may cause your CV to be overlooked..

Instead, perfect the format and structure of your CV by working to a clear logical structure and applying some simple formatting tricks to ease readability.

Don’t underestimate the importance of this step; if your CV lacks readability, your written content won’t even be seen.

 

How to write a CV

 

Tips for formatting your Insurance Advisor CV

  • Length: Recruiters will be immediately put off by lengthy CVs – with hundreds of applications to read through, they simply don’t have the time! Grabbing their attention with a short, snappy and highly relevant CV is far more likely to lead to success. Aim for two sides of A4 or less.
  • Readability: To help recruiters quickly skim through your CV, it’s important to format your section headings with bold or a different colour font and break up lengthy paragraphs into short sharp bullet points. This enables them to easily identify important information and assess your suitability.
  • Design & format: When it comes to CV design, it’s best to keep things simple and sleek. While elaborate designs certainly command attention, it’s not always for the right reasons! Readability is key, so whatever you choose to do, make sure you prioritise readability above everything.
  • Photos: Profile photos or aren’t a requirement for most industries, so you don’t need to add one in the UK – but if you do, just make sure it looks professional

 

Quick tip: Creating a professional CV style can be difficult and time-consuming when using Microsoft Word or Google Docs. To create a winning CV quickly, try our quick-and-easy CV Builder and use one of our eye-catching professional CV templates.

 

CV formatting tips

 

 

CV structure

When writing your CV, break up the content into the following key sections, to ensure it can be easily digested by busy recruiters and hiring managers:

  • Contact details – Always list these at the very top of your CV – you don’t want them to be missed!
  • Profile – An introductory paragraph, intended to grab recruiters attention and summarise your offering.
  • Work experience / career history – Working from your current role and working backwards, list your relevant work experience.
  • Education – Create a snappy summary of your education and qualifications.
  • Interest and hobbies – An optional section to document any hobbies that demonstrate transferable skills.

Now you understand the basic layout of a CV, here’s what you should include in each section of yours.

 

Contact Details

Contact details

 

Kick-start your CV with your contact details, so recruiters can get in touch easily.
Here’s what you should include:

  • Mobile number
  • Email address – Make sure it’s professional, with no silly nicknames.
  • Location – Your town or city is sufficient, rather than a full address.
  • LinkedIn profile or portfolio URL – Ensure they’ve been updated and are looking slick and professional.

Quick tip: Avoid listing your date of birth, marital status or other irrelevant details – they’re unnecessary at this stage.

 

Insurance Advisor CV Profile

Recruiters and hiring managers are busy, so it’s essential to catch their attention from the get-go.

A strong introductory profile (or personal statement, for junior candidates) at the top of the CV is the first thing they’ll read, so it’s a great chance to make an impression.

It should be a short but punchy summary of your key skills, relevant experience and accomplishments.

Ultimately, it should explain why you’re a great fit for the role you’re applying for and inspire recruiters to read the rest of your CV.

 

CV profile

 

How to write a good CV profile:

  • Make it short and sharp: Aim for a short, snappy paragraph of 3-5 lines. This is just enough room to showcase why you’d make the perfect hire, without going into excessive detail and overwhelming busy recruiters.
  • Tailor it: No matter how much time you put into your CV profile, it won’t impress if it’s irrelevant to the role you’re applying for. Before you start writing, make a list of the skills, knowledge and experience your target employer is looking for. Then, make sure to mention them in your CV profile and throughout the rest of your application.
  • Don’t add an objective: Want to talk about your career goals and objectives? While the profile may seem like a good space to do so, they’re actually much better suited to your cover letter.
  • Avoid generic phrases: Clichés like “blue-sky thinker with a go-getter attitude” might sound impressive to you, but they don’t actually tell the recruiter much about you. Concentrate on highlighting hard facts and skills, as recruiters are more likely to take these on board.

 

Example CV profile for Insurance Advisor

Dynamic Insurance Advisor with over 10 years of expertise in the UK insurance market, specialising in providing customised coverage solutions for individual and commercial clients. Fluent Spanish speaker with proficiency in risk assessment, policy customisation, and client relationship management. Possesses a solid track record of exceeding sales targets and enhancing customer satisfaction through strategic advisory services.

 

What to include in your Insurance Advisor CV profile?

  • Experience overview: Showcase your aptitude for the job you are aiming for by giving a brief summary of your past work history, including the industries you have worked in, the kinds of employers you have served, and the roles you have held.
  • Targeted skills: Highlight your skills which are most relevant to Insurance Advisor jobs, to ensure that recruiters see your most in-demand skills as soon as they open your CV.
  • Important qualifications: If the job postings require specific qualifications, it is essential to incorporate them in your profile to ensure visibility to hiring managers.

 

Quick tip: If you are finding it difficult to write an attention-grabbing CV profile, choose from hundreds of pre-written profiles across all industries, and add one to your CV with one click in our quick-and-easy CV Builder. All profiles are written by recruitment experts and easily tailored to suit your unique skillset.

 

Core skills section

Next, you should create a bullet pointed list of your core skills, formatted into 2-3 columns.

Here, you should focus on including the most important skills or knowledge listed in the job advertisement.

This will instantly prove that you’re an ideal candidate, even if a recruiter only has time to briefly scan your CV.

 

Core skills section CV

 

Important skills for your Insurance Advisor CV

Risk Assessment Proficiency – Evaluating clients’ financial exposure and advising on appropriate insurance cover to mitigate potential risks.

Product Knowledge – Maintaining extensive knowledge of a variety of insurance products, including life, health, property, and casualty insurance, to recommend suitable options to clients.

Regulatory Compliance – Ensuring adherence to industry regulations and legal guidelines in all transactions and advisory services provided.

Client Portfolio Management – Overseeing and managing a portfolio of client policies, ensuring coverage remains adequate and up to date with clients’ changing circumstances.

Policy Analysis – Analysing insurance policies in detail to understand coverage nuances, exclusions, and benefits to advise clients accurately.

Claims Handling – Assisting clients with the claims process, from initial notification to settlement, ensuring a smooth and efficient experience.

Underwriting Principles – Applying underwriting criteria to evaluate insurance applications and determine coverage terms and premiums.

Financial Planning – Offering guidance on how insurance products can fit into broader financial plans for wealth preservation and asset protection.

Sales Techniques – Utilising effective sales strategies to identify prospects, generate leads, and convert enquiries into new business.

Insurance Technology Systems – Navigating insurance-specific software and technology platforms for policy administration, customer relationship management, and data analysis.

 

Quick tip: Our quick-and-easy CV Builder has thousands of in-demand skills for all industries and professions, that can be added to your CV in seconds – This will save you time and ensure you get noticed by recruiters.

 

CV builder

 

Work experience

By this point, employers will be keen to know more detail about you career history.

Starting with your most recent role and working backwards, create a snappy list of any relevant roles you’ve held.

This could be freelance, voluntary, part-time or temporary jobs too. Anything that’s relevant to your target role is well-worth listing!

 

CV work experience order

 

Structuring each job

Your work experience section will be long, so it’s important to structure it in a way which helps recruiters to quickly and easily find the information they need.

Use the 3-step structure, shown in the below example, below to achieve this.

 

CV role descriptions

 

Outline

Begin with a summary of your role, detailing what the purpose of your job was, who you reported to and what size of team you were part of (or led).

 

Key responsibilities

Follow with a snappy list of bullet points, detailing your daily duties and responsibilities.

Tailor it to the role you’re applying for by mentioning how you put the target employer’s desired hard skills and knowledge to use in this role.

 

Key achievements

To finish off each role and prove the impact you made, list 1-3 stand out achievements, results or accomplishments.

This could be anything which had a positive outcome for the company you worked for, or perhaps a client/customer. Where applicable, quantify your examples with facts and figures.

 

Sample job description for Insurance Advisor CV

Outline

Work as part of the customer service team at a leading UK car insurance company with an annual turnover of £6.3 billion, advising customers in English and Spanish.

Key Responsibilities

  • Customise insurance policies according to client needs and align them with CFA regulations.
  • Conduct comprehensive risk assessments to analyse clients’ risk profiles.
  • Achieve and exceed quarterly sales targets by delivering strategic advisory services and promoting value-added coverage options.
  • Foster strong client relationships through regular communication and online support.

 

Quick tip: Create impressive job descriptions easily in our quick-and-easy CV Builder by adding pre-written job phrases for every industry and career stage.

 

 

Education section

After your work experience, your education section should provide a detailed view of your academic background.

Begin with those most relevant to Insurance Advisor jobs, such as vocational training or degrees.
If you have space, you can also mention your academic qualifications, such as A-Levels and GCSEs.

Focus on the qualifications that are most relevant to the jobs you are applying for.

 

Hobbies and interests

This section is entirely optional, so you’ll have to use your own judgement to figure out if it’s worth including.

If your hobbies and interests could make you appear more suitable for your dream job, then they are definitely worth adding.

Interests which are related to the industry, or hobbies like sports teams or volunteering, which display valuable transferable skills might be worth including.

 

CV builder

 

An interview-winning CV for a Insurance Advisor role, needs to be both visually pleasing and packed with targeted content.

Whilst it needs to detail your experience, accomplishments and relevant skills, it also needs to be as clear and easy to read as possible.

Remember to research the role and review the job ad before applying, so you’re able to match yourself up to the requirements.

If you follow these guidelines and keep motivated in your job search, you should land an interview in no time.

Best of luck with your next application!