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What Is an Insurance Advisor and How to Become One

Insurance Advisor

What Do Insurance Advisors Do?

Insurance advisors provide a range of insurance-related advice to individual customers. Your duties in this career involve financial management, client sales, and business advice for customers. You provide a detailed analysis of the current options available to your clients and suggest possible options for them to pursue. You also provide businesses with information related to compliance and insurance administration projects. You often work closely with underwriters and other people who assess risk to determine the best products for your customers.

How To Become an Insurance Advisor

To become an insurance advisor, you need to have various qualifications. Requirements for the career include a mix of education, job experience, and skills. You should have a bachelor’s degree in a field such as accounting. You should have an excellent grasp of the insurance industry and the various risks your company covers. Strong research skills, analytical problem-solving, and excellent customer service are all important qualities for the job. Previous work in sales or the financial industry may be helpful as well.