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/ Financial Adviser

About financial advisor

Financial advisors are experts in handling finance and provide valuable guidance to their clients with regards to managing their finance. They tell clients where to invest money which would help the clients fulfil their financial goals and also earn good returns. Financial advisors are quite educated and experienced at what they do. They earn a fee for the financial advice that they give and are sought popularly by individuals for managing their finances.

Where does insurance fit in?

As a financial advisor, you should have a range of financial solutions handy for your clients. Since the needs of your clients are varied, a variety of financial instruments are required for meeting such needs. Insurance is one such important financial tool which provides a solution to every individual’s needs. In fact, insurance is a very important financial planning tool. Everyone wants to be financially secured in case of any contingency. Insurance plans provide this financial security. They pay compensation if individuals suffer any financial loss due to unavoidable contingencies. That is why you, as a financial advisor, should have the different types of insurance plans at your disposal to meet your clients’ financial protection need, a need which is not fulfilled by any other investment avenue.

Know more about How to become an insurance agent?

Become a Point of Sale Person (PoSP) and sell insurance

Since insurance is such a relevant and important product for your clients, you can become a Point of Sale Person (PoSP) and sell insurance. Mintpro allows you to become a Point of Sale Person (PoSP) wherein you can sell insurance policies of different life and general insurance companies to your clients. You would be able to represent more than 20 insurance companies. While these policies would fulfil your clients’ needs, they would also earn additional commission for you on the sale you make. Moreover, Turtlemint would also provide you complete back-end support for selling insurance easily.

How to become a Point of Sale Person (PoSP) and sell insurance?

You can become a Point of Sale Person (PoSP) by following the below-mentioned steps –

  • Register online with Mintpro
  • Submit your KYC documents and completing the registration process
  • Take online training from your mobile or computer
  • Appear and clearing the Point of Sale Person (PoSP) online examination
  • Avail the Point of Sale Person (PoSP) license after successfully clearing the examination

After you become a Point of Sale Person (PoSP) you get the authority of selling insurance policies of different companies through Mintpro. You can, therefore,

  • Assess the needs of your clients to find the right insurance product for them
  • Sell the ideal insurance product to your clients which matches their needs
  • Earn commission on the products sold along with your consultancy fees

The Mintpro app is an online tool which helps you sell insurance policies easily. The app provides you an all-in-one window for selling insurance policies, comparing them, tracking your business and also maintaining your client list. After you become a PoSP with Mintpro you can use the app to simplify your insurance sales.

So, as a financial advisor, add insurance plans to your list of products and provide your clients a complete financial solution. There is a dual income for you too!

Know about How much money will I earn selling insurance?

Know about Selling Insurance