Insurance Advisor Requirements, Skills & Qualifications

The following common skills and qualifications are required of an Insurance Advisor:

  • Bachelor’s degree in Finance or similar.
  • Strong verbal and written communication skills.
  • A professional appearance.
  • On-going training in the latest products and benefits.
  • Attendance at product launches and seminars.
  • Compliance to regulations and policies.

Note that this is not an exhaustive list of Insurance Advisor skill, qualifications and experience. Job requirements for specific Insurance Advisor roles may vary, depending on the industry and type of employer.

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