Insurance Advisor: Who are they? And how to become one?

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Are you looking to become financially independent? Or maybe you wish to work on your own terms? All while earning as much as you want? If you think that is impossible and just wishful thinking, then I have good news for you. If you wish to get all that and more, becoming an insurance agent is the right option.

Joining insurance as an advisor is a highly beneficial career opportunity where you can earn unlimited commissions and enjoy an unmatched flexible working environment and rapid growth. Not only this, as becoming an advisor requires no monetary investment, anyone can dip their toes in and experience this field without worrying about investment.

Whether it is a primary career option or a secondary part-time job, becoming an insurance agent can bring forth numerous otherwise unavailable opportunities. But who is an insurance advisor, what does an advisor do, and how do you become one? Keep reading to find out!

Who is an insurance advisor?

An insurance advisor or an agent is a licensed professional responsible for selling insurance directly to consumers. They are trained by insurance providers and certified by the regulatory authority for insurance in India, the IRDAI, to understand the products and suggest the best policy based on the customer’s needs.

An agent listens and understands the needs of potential customers and helps them navigate the complex world of insurance to get the best solution for their specific needs. Whether it is suggestions for the right policy, demystifying the difficult terms and jargon in policy documents, or offering financial advice to fit the policy into the budget, an agent plays a vital role in the insurance purchase process and later in the claims process.

Why become a health insurance advisor?

Becoming an insurance advisor in India is a highly beneficial and easy-to-enter field for aspirants. Firstly, being an insurance advisor allows you to be your own boss and work according to your own schedule. This flexibility particularly appeals to those who value independence and autonomy in their work while allowing you to connect with your family and spend time with them. This is especially beneficial for homemakers and retirees who don’t want to stay idle and wish to earn money but also want to stay with their families and enjoy time with them.

Additionally, the earning potential in the insurance industry is significant, with the opportunity to earn unlimited income through commissions on insurance policies. Furthermore, insurance companies often offer rewards and recognition programs for advisors who excel by exceeding specific targets, making it a rewarding experience. You can also look out for growth opportunities by facilitating group health coverage to corporate clients

How to become an insurance agent health?

If you want to become an agent, doing so in India is highly beneficial as the process is relatively simple. Still, the requirements to do so are lax and require no monetary investment from you.

The process of becoming an agent

  1. Determine an insurance provider you would like to work for.
  2. Visit their official website and find ways to join them through portals, forms, recruitment notices, etc.
  3. Complete your training with them and start preparing for the licensing examination.
  4. Attempt and clear the examination to get a license and start selling policies representing an insurance provider after signing a contract.

Eligibility criteria to become an agent

  • Be at least 18 years of age
  • Have an Aadhar and PAN card
  • Complete your 10th or 12th, depending on where you are from
  • Complete your training with an insurance provider
  • Attempt and clear the licensing exam conducted by the IRDAI

If you want to become a health insurance agent, check out Niva Bupa. They are a top-rated and reputed insurance provider that offers an excellent opportunity for aspiring agents and numerous benefits that are attractive to even veteran advisors with years of experience. With weekly training and refreshers, everyone has the means and the opportunity to succeed and be successful.


An insurance advisor is a bridge between insurers and customers, acting as an intermediary for their agency and a direct point of contact for the customer. While an agent’s primary role is to generate new business for the insurer, they also fulfill an advisor role for the customers in helping them get the best policy to solve their needs. If you are looking for an easy-to-enter field with unlimited potential to earn and unmatched flexibility, then becoming an agent is the right choice.

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