Insurance brokerage, like investment advising, for example, is an activity in the financial services sector. We have a qualification test for investment advising.
If you want to find out whether you have what it takes to be a good insurance broker, take ourOnline Career Aptitude Test: “Financial Advisory Field Sales”. TheSpecialist knowledgeAlthough the regulations for insurance brokerage and financial consulting differ, thepersonal qualities, the skills you ideally have for both roles are the same.
In the online career assessment test “Financial Advisory Field Sales,” you’ll be guided through various topics, such as:
The Career Aptitude Test shows you how well-suited you are for a career in financial sales and how likely it is that you'll find success and satisfaction in this profession. You'll see the results immediately after taking the test.
The online test is free. You can take it without providing your name or email address. The results will be available for download as a PDF at the end.
You already know you're cut out for this? Great! Then let's move on to choosing an insurance brokerage course:
Insurance Brokerage Course Overview: Certified Insurance Broker