Insurance products and needs-based selling
Main insurance products and how to recommend them: cover, exclusions and terms, needs analysis, premiums, disclosure and suitability duties, renewals.
Also described as
- insurance agent
- insurance sales
- life insurance
- health insurance
- motor
- home
- general insurance
- needs analysis
- disclosure
Roles that need it
Where the weights come from
The weight is this skill's share of each role; the weights of one role add up to 100 percent.
Source: the EFO role catalogue, built from the ESCO classification and reviewed by the editors.
Critical for
- Insurance Broker / Account HandlerYour role