Insurance Sales Education Requirements


The education for insurance sales should be focused on developing an individual with effective communication, interpersonal skills as well as knowledge on all the aspects like benefits, financial aspects of insurance should be imparted. This kind of education focuses on giving an all-round personality development to the individual. The candidate needs to develop excellence in insurance and financial services during his Insurance sales education. Although there is no particular study program focusing only on insurance sales education, but graduates from finance, marketing and economics are preferred for Insurance sales jobs.

Apart from the formal education and other skills, one of the mandatory requirements for insurance sales personnel is that they have to take license to work as insurance sales agent in all those states where they are planning to spread their work network.

Insurance Sales Education Requirements:

  • An insurance Sales agent must have passed high school.
  • He must be educated in finance, marketing or economics during his bachelor’s and master’s degrees.
  • He must be learned in the managerial aspects of his job and thus be strong in Economics and accountancy as well.

Insurance Sales Degrees, Courses and Certifications:

For an insurance sales job, one must acquire following degrees and certificates to make himself eligible for the job:

  • High school diploma.
  • Bachelor’s degree in finance, marketing, economics or in Insurance and Policy management.
  • Master’s degree in any of these:  Economics, Business Administration, Business Management, Sociology, Public Speaking.
  • Certifications like Chartered Property Casualty Underwriter (CPCU), Certified Insurance Counselor (CIC), Associate in Risk Management (ARM), Chartered Life Underwriter (CLU) are not mandatory, but add much value to the resume for insurance sales job.
  • Any person who is looking forward to pursue a career in insurance sales field must get the license for the states prior to working.

Insurance Sales Qualification and Training:

Along with the formal education for insurance sales jobs, practical trainings and exposures in real life scenarios also play a very important part in one’s learning. Therefore, the internship programs offered by various educational institutions or organizations are very necessary for the professional growth of the candidates looking forward for insurance sales jobs as their career.

These candidates should possess some skills and qualities without which a successful career in insurance sales field is not possible. These skills include communication, interpersonal skills, physiological understanding of people and dedication towards the career.

Insurance Sales Colleges and Universities:

Insurance Sales Wages and Salaries:

Insurance sales agents make an average income of $20,000 – $75000 depending on the skills, dedication and work experience.

Category: Sales Education Requirements

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