Guideline

12th standard pass

Age 18 and above 

How to Become an LIC Agent

If you are interested in becoming an LIC agent, here are the steps you need to follow:

1. Schedule an appointment with the Development Officer. The Development Officer is an authorized person who can appoint LIC agents. You can find the contact information for the Development Officer in your area on the LIC website.

2. Submit the required forms and documents. The required forms and documents may vary depending on your location, but they will typically include a copy of your identification, proof of residence, and educational qualifications. You will also need to pay a registration fee.

3. Take the Pre-Licensing Examination. The Pre-Licensing Examination is a multiple-choice exam that tests your knowledge of life insurance and other financial products. You must pass the exam with a score of at least 35% in order to become an LIC agent.

4. Complete the training. Once you have passed the Pre-Licensing Examination, you will be required to complete a 25-hour training program. The training program will cover all aspects of life insurance, including product knowledge, sales techniques, and customer service.

5. Become an LIC agent. After you have completed the training program, you will be issued an appointment letter by LIC. You will then be able to start working as an LIC agent.

Your Development Officer will play an important role in your career as an LIC agent. They will provide you with field training, support, and guidance. They will also help you to build your network of clients and to develop your sales skills.

Becoming an LIC agent can be a rewarding career. It is a great way to help people protect their financial future and to build a successful business. If you are interested in a career in life insurance, I encourage you to contact the Development Officer in your area to learn more.

1. 3 Photos

2. Photo ID (Aadhar Card, Driving License OR Voter ID)

3.  Residence Proof (Aadhar Card, Driving License, Voter ID, Light Bill, Telephone Bill OR Rent Agreement)

4. PAN Card

5. 12th Marks Sheet

6. Graduation Certificate (if any)

7. Post Graduation Certificate (if any)

8. Bank Detail (Cancelled Cheque OR Copy of Passbook 1st Page)

150 – Registration Fees

150 – Training Fees

500 – Exam Fees

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800 – Total

This fees is levied according to IRDA rules and receipt will be issued for the fees paid as above.

This will be only one time investment. No further fees will be levied.

Yes, you can become an adviser/agent if you have the following qualities:

• Outgoing and like meeting people. As an adviser/agent, you will be interacting with people on a daily basis. You will need to be able to build rapport with clients and prospects, and you will need to be comfortable talking about financial products.

• Ambitious to own a business. Being an adviser/agent is a business. You will need to be able to market yourself, generate leads, and close deals. You will also need to be able to manage your time and finances effectively.

• Only want your clients to be your bosses. As an adviser/agent, you will be working for your clients. They will be the ones who ultimately decide what financial products they buy. You will need to be able to put their needs first and to provide them with unbiased advice.

• Want to decide your working hours. As an adviser/agent, you will have a lot of flexibility in terms of your working hours. You can set your own hours and work from anywhere.

• Unlimited earning potential. As an adviser/agent, you can earn as much as you want. Your income will be directly related to the number of clients you have and the amount of business you generate.

If you have these qualities, then you have the potential to be a successful adviser/agent. However, it is important to remember that being an adviser/agent is not easy. It takes hard work, dedication, and a willingness to learn. If you are willing to put in the effort, then you can be successful in this field.

Here are some additional tips for becoming a successful adviser/agent:

• Get certified. There are a number of certification programs available for advisers/agents. Getting certified will demonstrate your knowledge and expertise to potential clients.

• Join a network. There are a number of networks for advisers/agents. Joining a network will allow you to connect with other advisers/agents, share ideas, and learn from each other.

• Get involved in the community. Get involved in your community by volunteering or joining a professional organization. This will help you to build relationships and to generate leads.

• Stay up-to-date on the latest industry trends. The financial industry is constantly changing. It is important to stay up-to-date on the latest trends so that you can provide your clients with the best possible advice.

If you follow these tips, you will be well on your way to becoming a successful adviser/agent.

A comprehensive benefit package

• Training

• Careers

• Rewards & Recognition

They are a key source of business for the organization, and are the continuing link with our clients. That is why; we take a lot of care in recruiting and developing our agency force, so that we continue to set higher standards of quality in service and salesmanship. To cater to the needs of the knowledge-oriented marketplace, we look for graduates who are service-oriented, good communicators and enjoy meeting new people. Prior sales experience is an added benefit. 

• Self-motivation

• A master communicator

• A go-getter

• A graduate or Post Graduate