FAQ: Becoming an Insurance Agent

What does an Insurance Agent do?
An Insurance Agent identifies sales opportunities for insurance plans, manages client portfolios, and helps clients with risk management strategies, policy renewals, and claims.
What are the key responsibilities of an Insurance Agent?
  • Establishing and maintaining customer relationships
  • Identifying and analyzing customers’ financial, insurance, and risk needs
  • Recommending and implementing suitable insurance and financial solutions
What skills are needed to succeed as an Insurance Agent?
To be a successful Insurance Agent, you should be:
  • Good at maths
  • Analytical
  • A people person with strong interpersonal skills
What are the study pathways to becoming an Insurance Agent?
You can follow different routes depending on the level of qualification you aim for:
  • Learnership (entry-level training with practical experience)
  • Certification in Financial Planning plus workplace experience
  • Bachelor of Financial Planning and Management Degree
How long does it take to become a qualified Insurance Agent?
The time required depends on the study route you choose. Learnerships and certifications take less time than a full degree program.
Where can I find more information?
Visit the Insurance Institute of South Africa: www.iisa.co.za