Life insurance Agent Course
This comprehensive course equips you with expertise across the entire life insurance sales process, from thorough needs assessment and product recommendation to ethical deal closure and sustained client servicing, enabling you to excel as a reliable and successful life insurance agent in competitive markets.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
Gain practical skills to evaluate client requirements, compute suitable coverage amounts, and recommend policies aligned with financial objectives. Master effective communication, managing objections, ethical sales closure, quote preparation, product feature explanations, and continuous client support while ensuring compliance, proper records, and a client-focused approach to foster enduring trust and loyalty.
Elevify advantages
Develop skills
- Develop customised term, whole life, and universal life insurance plans for diverse clients.
- Generate compliant quotes and illustrations highlighting costs, benefits, and guarantees clearly.
- Assess client insurance needs accurately using DIME method, income replacement, and budget analysis.
- Conduct assured sales discussions, address objections effectively, and finalise policies ethically.
- Provide excellent after-sales support, policy reviews, and claims assistance to ensure client retention.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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