When considering their career options, many young people look at successful Insurance Advisers and immediately assume it would be too difficult to ever get to that level.
Working as an Insurance Adviser is quite different from working in most regular jobs. Making it as an Insurance Adviser isn’t about getting perfect grades at school or climbing the corporate ladder. On the flip side, character and attitude can get you a long way.
If you have the following character traits, you just might have what it takes to become a successful Insurance Adviser.
Desire to help others
Being an Insurance Adviser is about helping clients find the right products that can protect them in the event of catastrophe and help them reach their financial goals. You’ll not only get to meet clients to talk about their needs, but also help them make claims when they face a crisis.
Persevering
There is no doubt that the job can be frustrating, especially at the start when you are looking for your first clients. Many rookie Insurance Advisers promptly drop out after facing their first roadblocks on the job.
On the other side of the coin, those who have the strength to persevere can find great success.
Enjoy being around people
Interacting with people is a big part of the job, so being a people person helps. You’ll have to constantly talk to new potential clients, while maintaining your relationship with established ones.
Receptive to training
While the barriers to entry are not necessarily as high as in some other jobs, you will need to seize training opportunities in order to do well.
For instance, product training sessions are conducted to help new Insurance Adviser learn the ropes. In order to succeed, you will need to take charge of your own learning and make the most out of these training sessions.
Willing to learn
While you don’t need to have gotten straight As at school in order to become a good Insurance Adviser, you do need to be a keen learner.
For starters, you will need to pass examinations administered by the Singapore College of Insurance in order to become a full-fledged Insurance Adviser. But just because you have passed the exams doesn’t mean the learning stops.
From learning new ways to approach potential clients to maintaining relationships with existing ones, you will be constantly stepping out of your comfort zone and learning to thrive in unfamiliar situations.
Self-motivated and driven
As an Insurance Adviser, you will not have a traditional boss bugging you to finish your tasks, nor will you have a desk-bound daily routine. It is up to you how you wish to plan your day and where you wish to go to meet clients.
Some people thrive when they have the freedom to structure their own activities, and are able to motivate themselves without the constant supervision of a superior. If that sounds like you, you might do well as an Insurance Adviser. On the other hand, if you are unable to find self-motivation without direction from higher-ups, you might struggle.
Innovative and creative
Insurance and financial planning advice are not easy to offer, as many people do not find it a pleasant topic to talk about. While there are a savvy few who realise how important insurance and financial planning are, you will need to find fresh ways to get the average person interested.
This is one job where you will have free reign to be as innovative and creative as you like, and reap the rewards. Unlike many traditional jobs where employees often get promoted just for looking busy and avoid taking risks, as an Insurance Adviser you will be rewarded for innovation that leads to better performance.
Contact us to find out more about how to become an Insurance Adviser with Financialist Group.
FG-info@income.com.sg
