Insurance advisors use their company and insurance policy knowledge to evaluate, recommend, and sell their plans to customers or companies on the basis of their needs. Advisors provide financial advice to clients on pension planning, investment, and risk protection, directly contact customers to evaluate their present situation, look for products that match customer requirements, process the paperwork, and ensure that existing client information is up to specified.
Mentors from the field
Learn about the field . What day to day work would look like . Growth opportunity & prospects . Interview preparation . Transition advise . Networking
Journalist, communist & editor for Hindustan Times, DNA & Nat Geo Traveler. She's covered stories from travel start-ups, communities, gentrification, gender issues, and human rights.
Career prospects & criteria
Understand the prospects within the career & the education & other skills you need to make it.
Bachelors in Finance/ BFIA/ B.Com (H)/ BBA/ BMS
Post Graduation Diploma in Finance/ MBA
Masters in Finance or Certification Program like CFA
What you need to get started
Previous sales experience in a similar industry can be advantageous, particularly for people looking for their first job as an insurance advisor.
Attention to details
Knowledge of insurance policies
Management and marketing strategies