Program in Life Insurance Sales

BY
upGrad Campus

Learn all the fundamentals of insurance sales with the Program in Life Insurance Sales certification course from UpGrad Campus.

Mode

Online

Duration

6 Weeks

Fees

₹ 10000

Inclusive of GST

Quick Facts

particular details
Medium of instructions English
Mode of learning Self study, Virtual Classroom
Mode of Delivery Video and Text Based

Course overview

Program in Life Insurance Sales Certification course is offered by UpGrad Campus. This course is designed to provide students with a deep understanding of life insurance products, industry regulations, and more. Students will learn how to effectively communicate the benefits of life insurance to clients and to meet their financial goals and risk management requirements.

The Program in Life Insurance Sales Certification by UpGrad Campus develops critical skills in prospecting, objection handling, and closing sales in students. The certification course also offers a comprehensive curriculum designed to empower students with the tools and techniques needed to succeed in the competitive insurance industry.

The highlights

  • 6-weeks certification programme
  • Completion Certificate
  • 100+ learning hours
  • Free Course Readings

Program offerings

  • Online learning
  • Robust curriculum
  • Hands-on learning
  • Certified faculty and mentors

Course and certificate fees

Fees information
₹ 10,000  (Inclusive of GST)

The Program in Life Insurance Sales certification fee is Rs 10,000. Candidates need to pay the certification fee for the programme.

Program in Life Insurance Sales Certification Fee Structure

Certification Course

 Certification Fee

Program in Life Insurance Sales

 Rs 10,000

certificate availability

Yes

certificate providing authority

upGrad Campus

Who it is for

The Program in Life Insurance Sales Certification course is tailored for students who wish to deepen their understanding of sales techniques, prospecting strategies, and client relationship management. 

The course is apt for the following professionals:

Eligibility criteria

Certification Qualifying Details

Candidates for the Program in Life Insurance Sales certification course are required to qualify for the final examination to receive the completion certificate.

What you will learn

Sales skills

After completing the Program in Life Insurance Sales Certification syllabus, students will gain a comprehensive understanding of the life insurance industry and the details of the sales process. They will also develop proficiency in sales techniques and building client relationship management strategies, enabling them to effectively engage with clients and provide detailed solutions.

The syllabus

Understanding Insurance

  • Risk Perils and Hazards
  • Risk Management
  • Characteristics of an Insurable Risk
  • Principles of an Insurance Contract
  • Human Life Value
  • Entities & Terms involved in an Insurance Contract
  • Cost of Insurance
  • Policy Benefits & Schedule
  • Standard & Specific provisions

Financial Planning

  • Underwriting
  • Risk Assessed in Underwriting
  • Decision taken in underwriting
  • Claims and its types
  • Claim Process
  • Assessment of Risk in Insurance

Life Insurance Plan

  • Basics of Life Insurance
  • Classification of Life Insurance Plans
  • Protection Plans
  • Human Life Value
  • Savings Plan
  • Retirement Plan
  • Risk-based Classification in Life Insurance
  • Participating & Non-participant Plans
  • Types of Bonuses
  • Unit Linked Plans
  • Charges in ULIP
  • Traditional plans & ULIPs
  • Customer Profiling

Selling Skills

  • Introduction To Selling & Selling Skills
  • Types Of Sales Processes
  • Types Of Selling Styles
  • Lead generation
  • Scheduling A Meeting
  • Opening A Meeting
  • Data Gathering
  • Pitching
  • Handling The Objections
  • Closing The Sale
  • Mis-Selling
  • Malpractices
  • Money Laundering

Case Study: Selling Skills & Communication

  • Questioning & Listening Skills
  • Rapport Building
  • Understanding Body Language
  • Eye Contact & Facial Expression
  • Dressing Guidelines & Meeting Etiquette
  • Understanding Elements Of Voice
  • Volume, Pause & Rate Of Speech

Admission details

To join the Program in Life Insurance Sales classes, candidates must follow the below-mentioned steps:

Step 1: Visit the official course URL: 

https://upgradcampus.com/industry-partner-courses/indiafirst-insurance-sales

Step 2: Log in to the website and enrol for the programme. 

Step 3: Enter relevant academic and personal details.

Step 4: Pay the course fee to complete the enrollment process

Step 5: Start learning


Filling the form

Aspiring candidates need to visit the official course page to enroll in the online Program in Program in Life Insurance Sales training. After that, they need to complete the enrollment process by entering their details and course fees.

How it helps

The Program in Life Insurance Sales Certification benefits students by providing a comprehensive understanding of the life insurance industry, including various products and regulatory frameworks, empowering them to navigate the dynamics of the field. Thus, they are provided expertise with the knowledge, skills, and resources needed to succeed in a competitive industry.

FAQs

Who is the Program in Life Insurance Sales certification course designed for?

This certification course is ideal for individuals aspiring to pursue a career in life insurance sales, seeking to enhance their skills and knowledge.

Will I receive support from instructors or mentors during the Program in Life Insurance Sales online course?

Yes, students will have access to experienced instructors and mentors who are experts in the field of life insurance sales.

Is placement assistance provided upon completion of the Program in Life Insurance Sales training?

Candidates are provided placement assistance in the form of mock interviews, resume building, and more.

Can I access course materials after completing the Program in Life Insurance Sales programme?

Yes, candidates will have continued access to course materials, including lecture recordings, slides, and resources, even after completing the programme.

Is there work experience required for this online certification course?

There is no work experience required for this programme, however, candidates need to be a graduates to enrol for the course.

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