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Insurance Advisor




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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 

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Current position

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. 


Educational Qualifications

  • 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.

Soft Skills

  • Communication

  • Analytical  mindset

  • Customer service 

  • Interpersonal skills 

  • Attention to details 

  • Prospecting skills 

Technical Skills

  • Networking skills

  • Sales skills 

  • Computer literacy

  • Knowledge of insurance policies

  • Management and marketing strategies


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