Why choose us?
For advisors :
Are you interested in entering the insurance industry but don’t know where to start? You have come to the right place because The Eklavya offers comprehensive training so that you can become a successful insurance advisor, understand the financial woes of customers, and suggest to them the right insurance solutions.
Here are the qualities that define a great insurance advisor, and The Eklavya is here to make you one through the right education:
Excellent Communication Skills
A great insurance advisor communicates clearly and effectively. They listen carefully to their clients’ needs and concerns, and they explain insurance policies and options in simple terms. Clear communication helps clients understand their coverage better, making informed decisions.
Expert Knowledge
A great insurance advisor is highly knowledgeable about insurance products and the industry as a whole. They stay updated on changes in regulations, coverage options, and market trends. This expertise allows them to provide sound advice tailored to each client’s unique situation.
Trustworthiness
Trust is paramount in the relationship between an insurance advisor and their clients. A great advisor acts with integrity, always putting their clients’ interests first. They are transparent about Premium, terms, and potential conflicts of interest, building trust and loyalty over time.
Empathy and Understanding
Dealing with insurance can be stressful, especially during challenging times like accidents or emergencies. A great insurance advisor shows empathy and understanding towards their clients’ concerns and worries. They provide emotional support along with practical solutions, fostering a positive and supportive relationship.
Problem-Solving Skills
Insurance needs can be complex, and clients often face unique challenges. A great advisor possesses strong problem-solving skills, helping clients find solutions to their insurance issues effectively. They are proactive in addressing potential problems and finding creative ways to meet their clients’ needs.
Attention to Detail
Insurance policies contain a lot of fine print, and even small details can have significant implications. A great advisor pays close attention to detail, ensuring that clients understand the terms and conditions of their policies thoroughly. They help clients avoid potential pitfalls and make informed decisions.
Customer Focus
Above all, a great insurance advisor is dedicated to serving their clients’ best interests. They go the extra mile to provide personalized service, addressing each client’s unique needs and concerns. Their focus is on building long-term relationships based on trust, reliability, and exceptional service.
The Beginning / Gyan Kose
They who start somewhere, are better than going nowhere” – Sagnik Das
This is the first course that is more like an orientation session where you will meet the team who will be guiding you from there on. It is our way of ensuring that every client feels comfortable and understands that we offer the best education only. During the course, we prepare advisors to understand the principle of “connecting over selling.”
During this course, we will also help you to understand the evolving needs of our clients, their unique situations through case studies and suitable plans for each. While there are so many companies offering insurance plans in the market, we focus on building relationships that will last longer. We will help you to curate and suggest insurance plans that are based on current market conditions, and financial risk-taking capacity of clients.
The Map / Farm Kose
“Don’t be scared to fail, every failure builds the path to win, every failure teaches you a lesson” – Diganta Das
This is the second phase where you have an IRDA license which gives advisors legal rights to sell insurance plans. But, you may feel nervous because the field is pretty dynamic and competitive. At this time, you must remember that the focus is not to sell policies.
As Advisors from The Eklavya, it is important that you Approach, Greet, Listen, Understand, and then present solutions. For the best training, we include field activities such as client visits so that you can analyze real-life situations more rationally.
The Journey
“The diamond is the purest form of the basic element of Earth. It also magnifies its birthplace which is coal ignored by everyone” – Dr. Deepak Bhattacharyya
After you started working, you discovered that things are not entirely going as per your plans. In that case, remember we are available to talk because we are concerned about your mental health. You may feel tired and exhausted due to repetitive rejection.
Nirvana
“When pressure becomes privilege”
You are now an insurance expert and not just an agent, with a strong interest to understand complicated situations that people are going through to be able to suggest them in the right way. Can we assist someone with a serious illness, for instance?
What about the cost of hospital ICU care? What about total paralysis following an accident? This course is based on teaching you to build tailored solutions for each client. After this course, you will develop strong marketing skills too that will help you acquire new clients in the long run.
Choose a Fulfilling Career As an Insurance Advisor
Choosing a career as an insurance advisor can be incredibly fulfilling for many reasons. Here's why:
Helping People Protect What Matters Most
As an insurance advisor, you play a crucial role in helping people protect their families, homes, businesses, and other valuable assets. By providing them with the right insurance coverage, you offer peace of mind during challenging times such as accidents, illnesses, or natural disasters.
Making a Positive Impact on Lives
Every day, you have the opportunity to make a positive impact on the lives of your clients. Whether it's guiding them through complex insurance decisions or helping them navigate difficult situations, your expertise and support can significantly improve their financial security and well-being.
Building Trusting Relationships
Building trusting relationships with your clients is at the heart of being an insurance advisor. By listening to their needs, offering personalized advice, and being there for them when they need assistance, you establish strong connections based on trust and mutual respect.
Continuous Learning and Growth
The insurance industry is dynamic and constantly evolving. As an insurance advisor, you have the opportunity to continuously learn and grow, staying updated on the latest trends, regulations, and products. This ongoing learning process keeps your work interesting and allows you to expand your knowledge and skills over time.
Rewards and Independence
Choosing a career as an insurance advisor can also offer rewards and independence. As you build your client base and establish yourself as a trusted advisor, you have the potential to earn a competitive income while enjoying the flexibility of managing your own schedule and workload.
Making a Difference in the Community
Beyond helping individual clients, insurance advisors also contribute to the well-being of their communities. By promoting financial literacy, supporting local businesses, and participating in community events, you play a vital role in strengthening the fabric of society.
