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INSETA Qualifications

NQF Level 4 | INSETA

Long Term Insurance Advisor

Specialize in long term insurance advisory services including life insurance, investment analysis, and client relationship management. This qualification prepares you for professional advisory roles in the long term insurance sector.

121
Credits
28
Months
NQF 4
Level
Long term insurance advisor consulting with client about life insurance

Qualification Overview

This Long Term Insurance Advisor qualification provides specialized training in life insurance, investment advisory services, and client relationship management. The program combines investment advisory principles with practical skills needed to provide professional long term insurance advice and solutions.

Learning Outcomes

Upon completion of this qualification, learners will be able to:

  • Understand the investment advisory industry and its role in life insurance
  • Apply principles of providing professional advisory services
  • Analyze and evaluate investment opportunities for long term insurance
  • Facilitate and implement investment decisions for clients
  • Build and maintain professional client relationships
  • Provide specialized advice on life insurance products and services

Career Opportunities

This qualification opens doors to long term insurance advisory roles including:

Long Term Insurance Advisor
Life Insurance Consultant
Insurance Sales Specialist
Client Relationship Manager
Investment Advisor
Financial Planner

Core Modules

Module 1: Investment Advisory Industry

  • • Overview of investment advisory landscape
  • • Long-term insurance industry structure
  • • Regulatory framework and compliance
  • • Market trends and industry best practices
  • • Professional development and career pathways

Module 2: Advisory Principles

  • • Professional ethics and conduct standards
  • • Client needs analysis and assessment
  • • Advisory process and methodology
  • • Communication and presentation skills
  • • Conflict of interest management

Module 3: Investment Analysis

  • • Investment analysis techniques and methodologies
  • • Risk assessment and management strategies
  • • Product evaluation and comparison
  • • Market research and economic indicators
  • • Portfolio optimization for long-term goals

Module 4: Implementation

  • • Client onboarding and documentation
  • • Implementation planning and execution
  • • Ongoing monitoring and review processes
  • • Performance measurement and reporting
  • • Client relationship management

Module 5: Life Insurance Products

  • • Life insurance product types and features
  • • Underwriting processes and requirements
  • • Premium calculation and pricing factors
  • • Claims procedures and benefit payments
  • • Tax implications and estate planning

Module 6: Client Relations

  • • Customer service excellence standards
  • • Complaint handling and resolution
  • • Relationship building and retention strategies
  • • Professional networking and referrals
  • • Digital communication and technology tools

Qualification Details

SETA INSETA
NQF Level Level 4
Credits 121 Credits
Duration 28 Months
Delivery Mode Blended Learning
Assessment Competency Based
NLRD ID 105022
Status Accredited
Provider SpecCon

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