How Can You Become an Insurance Advisor

What is an insurance advisor? How do I become an insurance advisor?

An insurance advisor helps bridges the gap between insurance companies and their target customers. Advisors empower the livelihoods of individuals in a cosmopolitan city or a rural area through strategic financial knowledge.

How Can You Become an Insurance Advisor?

According to the Insurance Regulatory and Development Authority of India (IRDAI), an individual above 18 years with a minimum 10^th certification is eligible to be an advisor. You must also fulfill these conditions:

• Register with a licensed insurance company
• Submit your KYC for verification
• Undergo programs and training to sell the individualized policies to the target audiences.
• You must clear the insurance exam held by IRDAI online or offline.
• Do qualify for the induction program held by a specific insurance company.
• Obtain your insurance advisor’s license and business code.

What is an Insurance Advisor’s Work?

• Help customers prioritize their financial goals
• The role of theinsurance advisor is to handle strategic marketing initiatives related to insurance companies.
• Keep the track of policies and insurance successfully done
• Help customers get their claims timely
• Advising on types of policies like life insurance, cattle insurance, accidental insurance, property insurance, etc.

How Can Finhaat Help You?

Finhaat is an insurance broking platform that helps its PoSP (Point of Sales Person) with distinct insurance training. Our products are primarily directed at semi-urban and rural clients. We will help you get licensed under IRDAI guidelines to sell insurance to this individual segment. You are eligible to sell insurance from multiple companies under our PoSP program.