INSURANCE BROKER PROFESSION:
FROM SCRATCH TO LICENSE

Date:

25.01.2025

Well:

3 months, 75 lessons

Format:

Online learning with live classes

Teachers:

Julia Shekhtman

This course is for you if you:

Do you want to master a new, in-demand profession of an insurance broker?
You have no experience in insurance, but want to understand how this area works
Are you planning to work in the insurance business - in a company or independently?
Want to know how to get a license and become a certified specialist?
Looking for remote or flexible work related to finance and customer service

WHAT YOU’LL LEARN

Insurance Business Basics – How Insurance Works, Who is an Insurance Broker
Insurance products – personal, medical, automobile, business insurance, etc.
Licensing and regulation – how to get a license and start official work
How to find your first clients – working with individuals and businesses
Insurance Sales Basics – How to Sell Insurance Products Effectively
Psychology of the profession – working with clients, stress resistance, negotiations
Working with documents and insurance companies - what you need to know before you start
How to Open Your Own Practice – The First Steps to Creating Your Own Business

Julia Shekhtman

CEO and Licensed Insurance Agent in the State of California
More than 20 years of experience in the insurance industry - worked in the largest insurance companies in the world
Expert in insurance for individuals, families and businesses
Founder of an insurance agency since 2011
A mentor who teaches how to become a successful insurance broker and open your own practice

Join us and take your first step into the insurance industry!

Newbies in insurance: For those who want to learn a new profession and have no experience in the insurance field.
Those who want to work in the insurance business: For those who plan to work in the insurance business, whether in a company or independently.
Professionals looking for flexible work: For those looking for remote or flexible work related to finance and customer service.
Graduate students in finance and economics: For students or young professionals in the field of finance and economics who want to get practical skills in insurance.
Entrepreneurs: For those who want to open their own insurance agency or develop an existing business in this area.

International certification: Get a certificate confirming your new skills and knowledge in the field of insurance.
Eligibility for obtaining a license: Learn how to obtain an insurance broker's license and start official work in this field.
Practical skills: Master the basics of the insurance business, including insurance products and sales methods.
Customer service skills: Learn to work effectively with individuals and businesses, understand their needs and provide quality services.
Psychological preparation: You will master the skills of stress resistance and negotiation, which will help you in working with clients and building a successful career.
New career opportunities: The course opens new opportunities for work in the insurance industry, including the possibility of opening a business or employment in large companies.
Portfolio and first job plan: Create your first job plan and prepare for the first steps in the profession of an insurance broker.