Become a Confident, Ethical & Successful Insurance Advisor

Master selling, marketing, lead generation, and client retention in one powerful course. Learn in Kannada and English with videolessons, hands-on tools & templates, plus a certification to boost your career.

(397 Ratings), 1000+ Students

Last Updated: 9/2020

This course includes:

8 Hours of Video Lessons

15 Worksheets

10 Downloadable Items

Certificate of Completion

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Why This Course?

🎯 Struggling to Close More Policies?

Learn step-by-step, field-tested strategies that actually work in the Indian market.

💰 Want to Grow Your Income?

Build long-term client relationships and sell ethically, confidently & consistently.

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📱 Don't Know How to Generate Leads?

Master WhatsApp, Social Media & CRM tools without chasing people or being pushy.

🧠 Understand Buyer Psychology

Learn what makes clients say "YES" and overcome objections naturally.

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Who Should Join?

🏢 Insurance AdvisorsHDFC Life, LIC & Private Insurance Advisors looking to excel

👥 Career Changers Housewives, Retired Professionals, Students seeking growth

📈 ABPs & Team

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🚀 Aspiring AgentsNew to insurance? Start your career with confidence

📈 ABPs & Team LeadersBuild and manage high-performing insurance teams

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Course Created by

Jess Jones

Jess Jones has 20 years of experience in User Experience Design and have trained more than 1000 students.

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📘 10 Powerful Chapters

This is exactly what will be covered in this course

1️⃣ Insurance Basics & Indian Market

Foundation knowledge every advisor needs

2️⃣ Buyer Psychology & Sales Triggers

Understand what motivates customers to buy

3️⃣ Lead Generation (Online + Offline)

Never run out of prospects again

4️⃣ WhatsApp & Social Media Tactics

Digital marketing strategies that work

5️⃣ Mastering Sales Conversations

Convert prospects into loyal clients

6️⃣ Converting Leads to Loyal Clients

Build relationships that last a lifetime

7️⃣ Product Knowledge & Objection Handling

Answer any question with confidence

8️⃣ Client Retention & Upselling

Maximize value from existing relationships

9️⃣ CRM Tools & Digital Branding

Technology that scales your business

🔟 Ethical Selling & Career Planning

Build a sustainable, ethical practice

8️⃣ Client Retention & Upselling

Maximize value from existing relationships

9️⃣ CRM Tools & Digital Branding

Technology that scales your business

What You'll Get

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🎓

Lifetime Course Access

Learn at your own pace, revisit anytime

🧠

10+ Quizzes & Exercises

Practical application of every concept

📲

Ready-to-use Templates

WhatsApp, Canva & CRM templates included

📜

Certificate of Completion

Showcase your expertise professionally

💬

WhatsApp Support Group

Connect with fellow advisors and get support

🧘

Personal Growth Tools

Career vision and personal development resources

Description

Write a very short description about the entire course here so that your visitors know what they are going to learn from the course, and how they are going to benefit from it towards achieving their end goal.

Try to be concise and to the point here, as this is a short gist to make an impression and win the trust of your visitor so that they become your student.