Qualities which we look for:
Motivation and drive:
As an advisor is an independent business owner hence this business makes one be a boss of your own, requires one to take independent decisions. Hence motivation and drive to propel ahead to pursue your goals and achieve them are critical for success.
Work ethic and self discipline:
As an advisor you must be able to work hard towards achieving your goals, face and solve challenges efficiently, follow a self disciplined work ethic with perseverance.
Belief in insurance:
As an advisor you must have the belief in the concept of insurance and why should people buy life insurance. Life insurance benefits should be espoused by you as an ambassador of the concept. An attitude to learn and absorb knowledge and to commit to continuous learning as a student of insurance helps successful advisors.
Good at interpersonal skills:
As an advisor one of the critical skills need for success is ability to build rapport with people or the skill of getting along with people well. People who love meeting new people and are comfortable in interacting with people fit in the advisors role successfully.
Networking ability and Relationship building:
How many people do you know well personally in and around where you live who may be willing to meet you for a financial planning discussion advised by you. How good are you at building relationships with people and maintaining them for a long time.
As an advisor, you must possess good communication skills in order to offer and sell life insurance products and services. This is critical for the growth of your business as an advisor.
Ethics and Integrity:
As an insurance advisor, one has to deal with people and convince them to pay premiums for life insurance products which have a long term focus. Hence ethics and integrity is the cornerstone for success. If your customers do not trust you personally they will never trust your advice as an insurance advisor. Hence ethics and integrity and an impeccable record of trust for fair dealings and financial character are the hall mark for success as an advisor.