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Certificate in Insurance Sales

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Certificate in Insurance Sales 

Overview 

Insurance sales representatives step forward to assist their clients in regaining their footing. To guarantee that their clients receive the best deal, they serve as a middleman between their clients and insurance carriers.

Why Should You Get an Insurance Sales Certificate?

  • Check insurance claims to protect their reputation; build customer trust by making sure they are aware of the terms and the scope of the coverage offered in accordance with industry standards.
  • Keep up-to-date with all deals, sales, and terms; keep appropriate paper and electronic records.
  • Finish all administrative duties, including letters and paperwork.

Target Audience

  • bilingual college graduates with sales prowess and superior customer service abilities
  • someone who is knowledgeable about a variety of insurance and financial services products and has a good grasp of the pertinent technical and legal concepts

Course Outline 

  • Insurance Fundamentals
  • Life and Health Insurance Products
  • Property and Casualty Insurance
  • Risk Assessment and Client Needs Analysis
  • Insurance Regulations and Compliance
  • Insurance Sales Techniques and Proposal Development

Certificate in Insurance Sales FAQs

You will be required to re-register and appear for the exam. There is no limit on exam retake.

There will be 50 questions of 1 mark each

No there is no negative marking

You have to score 25/50 to pass the exam.

It will be a computer-based exam. The exam can be taken from anywhere around the world.

The result will be declared immediately on submission.

You can directly go to the certification exam page and register for the exam.

The purpose of the exam is to ensure individuals selling insurance possess the necessary knowledge and adhere to ethical practices to provide competent advice and protect clients' interests.

Anyone who wants to sell insurance products needs to pass the relevant exam to be licensed.


The program opens doors to careers as a life insurance agent, health insurance agent, property & casualty insurance agent, captive agent (representing a single company), or broker (representing multiple companies).


The demand for qualified insurance agents (or relevant job title) can fluctuate depending on economic factors and consumer insurance needs. However, it's a crucial role in helping individuals and businesses manage risk and protect their assets.


The program strengthens your knowledge of various insurance products, risk assessment, communication, and sales presentation skills. You'll also gain insights into regulations and ethical conduct in insurance sales.


An Insurance Agent analyzes client needs, assesses risks, and recommends suitable insurance products. They explain policy details, answer client questions, and guide them through the application process. They may also assist with claims processing and provide ongoing customer service.