The best of 5 Insurance Advisor

Sumita Sarkar
Editor-in-Chief
sumita@insightssuccess.com
It is one of the most challenging professions. But it can
also be the most lucrative and rewarding one. In fact, the
insurance sector is a huge ocean where one can swim
comfortably without colliding with the other. The trick is
to catch the pulse of the trend and relate it to the needs
of the customer.
Insurance advisors help in financial planning for the
future, be it post-retirement plans, education for your
children or health. However, becoming a successful
insurance advisor requires lot of meticulous planning,
knowledge of the subject and market, and convincing
skills.
Gaining confidence of the client is the topmost skill that
one needs to be a successful insurance advisor. For this,
one must be a patient listener and should prioritize the
client’s benefit first. Focusing merely on commission has
never made one a successful insurance advisor. But
client satisfaction has definitely given the perks and
more clients in turn. Persistence and patience are two
vital qualities that an insurance advisor must possess.
investment. Insurance advisors help the investor in risk
management. Along with regular coverage, many
insurance policies come with investment and saving
plans which can help the investor build wealth and
savings. The insurance advisor is the right person to
guide the investor keeping his/her needs and financial
state in mind while finding the best scheme.
Our latest edition of Insights Success, The Best of 5
Insurance Advisors, throws light on how these companies
stand out from the rest, what strategies they have
employed for the benefit of the client and for their
growth, and what it takes to be the best.
Have a valuable read!
Along with the perks that investing in insurance bring, risk
factor cannot be eliminated from any such kind of