Insurance Advisor Course

Become a Certified Insurance Advisor and Build a Rewarding Career in the Financial Sector

Course Overview:

The Insurance Advisor Course is designed to help individuals understand the fundamentals of life insurance, general insurance, and financial planning. Whether you’re looking to start your career as an insurance advisor, enhance your selling skills, or expand your financial knowledge, this course provides everything you need to succeed in the insurance industry.

What You’ll Learn:

• Introduction to Life and General Insurance

• Types of Insurance Policies and Their Features

• Principles of Insurance and Risk Management

• Policy Servicing and Claim Settlement Process

• Ethics and Regulations in the Insurance Industry

• Prospecting and Selling Techniques for Insurance Products

• Financial Planning and Customer Need Analysis

• IRDAI (Insurance Regulatory and Development Authority of India) Licensing Process Guidance

Who Should Enroll:

• Aspiring Insurance Advisors / Agents

• Students and professionals seeking a career in finance or insurance

• Existing agents who want to upgrade their knowledge and performance

• Anyone interested in earning extra income through insurance advisory

Course Duration:

4 to 6 weeks (Flexible batch options: Online / Offline)

Certification:

Get a Certificate of Completion and Guidance for IRDAI Exam (Insurance Regulatory and Development Authority of India).

Career Opportunities:

• Life Insurance Advisor

• General Insurance Advisor

• Financial Consultant

• Bancassurance Executive

• Independent Financial Advisor

Key Benefits:

✅ Easy-to-understand content for beginners
✅ Practical case studies and sales tips
✅ Doubt-clearing and mock test sessions
✅ Personalized mentorship and career guidance