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Your Next Big Opportunity in Insurance Sales Starts Here

Personal Information

First Name

Middle Name

Last Name

Phone Number

Email Address

Street Address

City

State/Province

Postal/Zip Code

LinkedIn Profile/Portfolio (if applicable)

Insurance Licensing & Certifications

Do you hold an active insurance license?

If yes, list states/countries and types:

If no, are you willing to obtain one?

List any relevant certifications (e.g., LUTCF, CIC, CLU, etc.):

Have you ever had an insurance license suspended or revoked?

If yes, please explain:

Professional Experience

Years of Experience in Insurance Sales:

0-1

2-5

6-10

10+

Previous Insurance Sales Roles (Company, Position, Duration):

Company Name

Role/Position

Duration

A
B
C
1
 
 
 
2
 
 
 

Types of Insurance You Have Sold (Check all that apply):

Life

Health

Auto

Homeowners

Commercial/Business

Disability

Annuities

Other:

Average Sales Performance (e.g., policies sold per month, revenue generated):

Sales & Customer Acquisition Skills

Describe your approach to prospecting and generating new leads:

What strategies do you use to overcome customer objections?

How do you tailor insurance solutions to different customer needs?

Have you used digital tools (CRM, social media, email marketing) for sales?

If yes, please list tools:

Product Knowledge & Industry Trends

Which insurance products are you most knowledgeable about?

How do you stay updated on industry changes and new products?

Explain a complex insurance concept in simple terms (e.g., whole life vs. term life):

Compliance & Ethical Standards

How do you ensure compliance with regulations when selling insurance?

Have you ever been involved in a compliance violation or customer dispute?

If yes, please list tools:

Availability & Work Preferences

Are you willing to work:

Full-time

Part-time

Commission-only

Hybrid/Remote

Available Start Date:

Additional Information

Why are you interested in this insurance sales role?

What sets you apart from other candidates?

Declaration

I confirm that the information provided is accurate and complete.

Signature:

Application Form Insights

Please remove this application form insights section before publishing.


Below is a detailed breakdown of the Insurance Sales Talent Assessment Form, which explains the purpose of each section and how it helps assess a candidate’s suitability for the role.

1. Personal Information

Purpose:

  • Collects basic contact details for follow-up and verification.
  • LinkedIn/professional profiles help assess professionalism and industry engagement.

Key Insight:

  • A well-maintained LinkedIn profile may indicate networking skills, which are crucial for sales roles.

2. Insurance Licensing & Certifications

Purpose:

  • Confirms legal eligibility to sell insurance.
  • Identifies specialized knowledge (e.g., CLU for life insurance, CIC for commercial policies).

Key Insight:

  • Candidates without licenses but willing to obtain them may require training, impacting onboarding time.
  • Suspensions/revocations reveal compliance risks.

3. Professional Experience

Purpose:

  • Measures hands-on experience in insurance sales.
  • Identifies expertise in specific insurance types (e.g., health vs. commercial).

Key Insight:

  • High performers often quantify achievements (e.g., "sold 50+ policies/month").
  • Longevity in previous roles suggests stability and adaptability.

4. Sales & Customer Acquisition Skills

Purpose:

  • Evaluates prospecting methods (cold calling, referrals, digital marketing).
  • Tests ability to handle objections and customize solutions.

Key Insight:

  • CRM/social media experience indicates tech-savviness—critical for modern sales.
  • Strong objection-handling skills correlate with higher conversion rates.

5. Product Knowledge & Industry Trends


Purpose:

  • Assesses depth of expertise in specific insurance products.
  • Reveals commitment to continuous learning (e.g., following regulatory changes).

Key Insight:

  • Candidates who simplify complex terms demonstrate customer-centric communication.
  • Awareness of trends (e.g., insurtech, parametric insurance) signals forward-thinking.

6. Compliance & Ethical Standards

Purpose:

  • Ensures adherence to legal/regulatory requirements.
  • Flags past disputes that may pose reputational risks.

Key Insight:

  • Ethical lapses in insurance sales can lead to fines or lost trust.
  • Clear compliance strategies (e.g., documentation, audits) reduce liability.

7. Availability & Work Preferences

Purpose:

  • Determines alignment with role structure (commission-only vs. salary).
  • Assesses flexibility for remote/hybrid work.

Key Insight:

  • Commission-driven candidates may be more motivated but require strong pipelines.
  • Remote work preferences impact team collaboration needs.

8. Additional Information

Purpose:

  • Gauges genuine interest in the role (vs. generic applications).
  • Identifies unique strengths (e.g., multilingual, niche market experience).

Key Insight:

  • Passion for insurance sales often translates to persistence and customer retention.
  • Differentiators (e.g., actuarial background) add value beyond sales skills.

Why This Form Works

  1. Comprehensive Screening: Covers legal, technical, and behavioral aspects in one structured format.
  2. Performance Indicators: Quantifiable metrics (e.g., policies sold) separate top performers.
  3. Risk Mitigation: Compliance and ethics questions reduce hiring mistakes.
  4. Flexibility: Adaptable to various insurance specialties (health, P&C, commercial).

Suggested Enhancements:

  • Add a role-play scenario (e.g., "Sell a life insurance policy in writing to a skeptical client").
  • Include behavioral questions (e.g., "Describe a time you turned a rejection into a sale").

Mandatory Questions Recommendation

Please remove this mandatory questions recommendation section before publishing.


Here are the mandatory questions in the Insurance Sales Talent Assessment Form, along with detailed explanations of why they are essential for evaluating candidates:


1. Full Name & Contact Information


Why Mandatory?

  • Basic identification and communication. Without this, the recruiter cannot proceed with interviews or offers.

2. Active Insurance License Status


Why Mandatory?

  • Selling insurance legally requires a valid license in most jurisdictions.
  • Confirms if the candidate is immediately eligible to sell or needs training/licensing.

3. Types of Insurance Sold (Life, Health, Auto, etc.)


Why Mandatory?

  • Determines if the candidate’s expertise aligns with the company’s products.
  • A health insurance specialist may not be the best fit for selling commercial P&C policies.

4. Years of Experience in Insurance Sales


Why Mandatory?

  • Entry-level vs. senior roles require different training and compensation structures.
  • High-experience candidates may demand higher commissions or leadership roles.

5. Sales Performance Metrics (Policies Sold, Revenue Generated)


Why Mandatory?

  • Quantifiable proof of past success.
  • Helps compare candidates objectively (e.g., "Sold 30+ policies/month" vs. vague claims).

6. Approach to Prospecting & Lead Generation


Why Mandatory?

  • Reveals if the candidate relies on referrals, cold calling, or digital marketing.
  • Passive candidates (e.g., waiting for inbound leads) may struggle in competitive markets.

7. Strategies to Overcome Customer Objections


Why Mandatory?

  • Tests critical sales skills. Insurance sales often involve price sensitivity and skepticism.
  • Weak answers (e.g., "I avoid pushy clients") signal poor persistence.

8. Compliance with Insurance Regulations


Why Mandatory?

  • Ensures the candidate understands legal requirements (e.g., disclosures, fraud prevention).
  • Past violations may indicate high-risk hires.

9. Availability (Full-Time/Part-Time/Commission-Only)


Why Mandatory?

  • Commission-only roles require self-motivated candidates.
  • Full-time hires may need benefits, impacting budget.

10. Signature & Declaration of Accuracy


Why Mandatory?

  • Legal protection against fraudulent claims on resumes.
  • Encourages honesty in responses.

Why These Questions Are Non-Negotiable

  1. Legal Requirements: Licensing and compliance are non-negotiable in insurance sales.
  2. Performance Predictors: Sales metrics and objection-handling directly impact revenue.
  3. Role Fit: Experience with specific insurance types reduces training time.
  4. Risk Mitigation: Compliance history weeds out potential liabilities.

Optional but Recommended:

  • CRM/software proficiency (important but can be trained).
  • Industry certifications (valuable but not always mandatory).

To configure an element, select it on the form.

To add a new question or element, click the Question & Element button in the vertical toolbar on the left.