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How Do I Become an Insurance Consultant?

By Patrick Lynch
Updated: May 17, 2024

To become an insurance consultant, you need to have a genuine interest in the wellbeing of your customers as you will be required to listen to their needs and satisfy them. At least three years of college in the pursuit of a business degree will likely be necessary before finding employment with a sales or insurance organization. You are expected to be licensed in some countries and may be required to pass examination. Certification is another method of getting ahead in the industry as this voluntary course includes additional education and work experience.

An insurance consultant is responsible for meeting prospective customers who are interested in purchasing one of the numerous forms of protective insurance available. To become an insurance consultant, you must be adept at finding out what a client needs before selling them an insurance plan that benefits them the most. It is a position where sales experience is essential with licensing required in certain areas.

While it is possible to become an insurance consultant without a college degree, a post-secondary degree is generally what employers are looking for. This means you should work on a bachelor’s degree in business, economics, finance or similar topics. If the college you are attending has a specialty insurance program, be sure to apply for it.

You can become an insurance consultant without college education, as the job also requires experience. Look for an insurance or sales company in your area to see if they are offering internships. Failing this, look for a part-time sales position. This could be what you need, as it may give you the opportunity to show your talents as a salesperson. If there are no sales positions available, look for a customer service job as a starting point and work your way up.

In certain countries, a license is required in order to become an insurance consultant. In the United States for example, prospective insurance consultants must pass a state examination. These exams cover the basics of insurance sales and the legal requirements of the job.

If you are hoping to become a successful insurance consultant, you should also consider certification. Although this is not mandatory, it does show professionalism and increases your chances of landing a highly paid job. Certification marks you out as someone who takes the job very seriously because it involves extra training of a voluntary nature. In order to gain certification, you will have to fulfill certain requirements pertaining to work experience and education as well as agreeing to a code of ethics and passing an exam.

WiseGeek is dedicated to providing accurate and trustworthy information. We carefully select reputable sources and employ a rigorous fact-checking process to maintain the highest standards. To learn more about our commitment to accuracy, read our editorial process.
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