Insurance Advisor Training
Master core insurance advisor skills: assess client risk, ask the right discovery questions, design suitable auto, home, life, and health proposals, handle objections ethically, and close confident, compliant insurance recommendations that build long-term trust.

4 to 360 hours of flexible workload
valid certificate in your country
What Will I Learn?
Master a complete client-focused approach in this fast, practical program. Learn to run structured discovery, assess risks and budgets, and translate complex products into clear, plain-language recommendations. Build confident proposals, compare options, and handle objections while following strict ethical and regulatory standards, so every conversation leads to informed decisions and long-term trust.
Elevify Differentials
Develop Skills
- Client discovery mastery: ask targeted questions to uncover real insurance needs.
- Personal lines risk analysis: quickly assess home, auto, life, and health exposures.
- Proposal design skills: build clear, affordable, and suitable multi-policy solutions.
- Confident sales conversations: handle objections and close ethical insurance sales.
- Compliance and ethics focus: document suitability, disclosures, and client consent.
Suggested Summary
Before starting, you can change the chapters and 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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