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How To become a Successful Insurance Advisor in India

Updated: Jan 19

Insurance Advisor Job is one of the highest Paying job. 5 Important Qualities to become a successful Insurance advisor in India.

5 Qualities to become successful in insurance






In this article we we will discuss How to become a successful insurance advisor in India.

There are large number of life Insurance advisors working in India and how to become successful Insurance Advisor is major challenge in this industry. Today we are disclosing some key factors that plays a major role in success of an Insurance Advisor.


Attitude plays a key role in people life whether a person would be successful or failure in near future, all are implications of ones attitude, his attitude toward simpler things of profession, how he thinks about his profession, There are some millionaire life insurance advisors and then there are some advisors who earn very low from this profession. How is this so, one advisor earning millions and other earning a meager income.

When you look deeper and inspect things, then you may realise that there is a lot of difference in there attitudes. The millionaire advisor thinks and believes that the profession is good and full of opportunities and sees the brighter sides of profession, he knows the business potential and is ready to reap the benefits of insurance industry.

While on other hand others have sadistic approach about their profession and believes that earnings from their profession as difficult one they do not believe in achieving success or they do not visualise themselves as successful advisors and they do not have firm faith in their profession.

Its a well known saying that "What you think you become".

This sort of thought process and beliefs contribute to ones attitude

and this attitude can leads one to success or failure.


As everyone knows it is very easy to get a licence to work as insurance advisor in insurance company but to become successful is very hard.

But the question is Why?

Answer is When a person with basic qualifications fill a form for insurance advisor, pays a negligible fee and after some study clears insurance advisor exam of IRDA. Then without trainings (which are not mandatory after clearing exam) he tries to do insurance business in market which is said to be one of most difficult busines

s, and fails miserably,

Some people may not agree with me but look at industry data about drop ratio of life insurance advisors, the drop ratio is more than 85 %.

It is because of improper trainings, lack of practical knowledge, presentation and necessary skills to do life insurance business. That's why a majority of people fails because there is nothing at stake for them and its a "easy entry easy exit type" theory.

But the rest of people who sticks to their Jobs as insurance advisors ,learns necessary skills, acquires knowledge of Life insurance products, financial, insurance needs and portfolio management of clients succeeds and earns millions

Remember these skills are not mandatory

part of procedure to become life insurance advisor, but they are the key ingredients to become successful as life insurance advisor. There is no official regulations to learn all these skills that's why most of people fails, and those who were self disciplined, eager to learn new skills, trains and acquire knowledge through their mentors achieve great success.

So if you are an Insurance Advisor Talk to your mentor and ask him/her ,Train under him/her and follow him/her completely without any doubt.

"Thank me later when you succeed"


Seriously, Majority of people enters this business because they do not have anything to do, and they enters with mindset "For the time being, until I got a job Its better to do something than nothing" isn't it Now I ask you personally Tell me Is that type of person become successful where he joins. Remember what i said about thought process in ATTITUDE.

When you are serious about success only then you get it Only 5% of people achieve top positions in any sector Why? Its their lack of knowledge about job potential they do not know that this profession can give 5 figures and even 6 figure per month income easily and they don't believe and neither they became serious about their profession

What To do ?

Know the basics, Jobs responsibilities, Future opportunities of Job profile, earning opportunities , Benefits and Perks, flexibility and freedom in Job, Capital involved (0 Zero in this case) . When you know and understands your job profile fully Only then you will work and succeeds as per your potential

As per a small local survey conducted of dropout Life insurance advisors it is found that majority of them didn't know about the full benefits of job profile as insurance advisors nor they have complete knowledge of products of the company, Lack of knowledge, trainings and skillset are major factors in dropping out.

What to do ?

Know every single details of your profession, acquire mandatory skillset from your mentor, have knowledge of your products , go and reach out people. I assure you Success will follow you.


The job of insurance advisor is to insure people according to their needs

and where are people found "Think Yourselves" . Do some field work, reach out new people

Now all your trainings and knowledge comes in handy when you were in unknown market for life insurance. Everyone needs insurance and you provide them with that. You have to work for your success daily. Success doesn't comes overnight. Make a daily routine, a timetable, a self discipline to work for your success, and follow the routine religiously.

Want to become Insurance Advisor in Jammu Kashmir


Currently there are 24 insurance companies working in India Only 1 (LIC of India) is public sector and other are private companies.

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