Secrets from an Insurance Broker (Masterclass)

Name: Secrets from an Insurance Broker (Masterclass)
Rating: 4.3 (68 reviews)

How to Build a Global Insurance Career from Scratch – Sales, Mindset & High Ticket Clients

Created byJuan Carlos Fernández Alemán

Last updated 1/2025

English

What you'll learn

How to make your first $100,000 dollars in commissions?
Keys to renew your customer base year after year
Career planning to have lifetime income
All the tools you need to know to be the most successful insurance broker
How many hours of work you need to be the best insurance broker?
Ways to start in the insurance market
How many sales are necessary to be able to live on insurance brokerage?
History of Insurance: From Greece to Lloyd's of London
Differences between the insurer, the reinsurer and an insurance brokerage company
Types of Insurance
Basic concepts
The multiple jobs of the insurance broker
How to decide which insurer to represent?
The talents and skills that you must develop
Role models
The importance of networking
The power of compound interest
You don't know how to do it? learning to break paradigms
How to generate passive income?
Why is vital to Raising the standard?
The art of empathy and rapport to close sales
Why do you need a purpose?
Viking laws applicable to insurance brokerage
Why invest in yourself?
How to take advantage of proximity to generate sales?
What is a personal brand and why you should build one? How to do it?
The storytelling tool
How to use different social networks to boost your business?
How to sell insurance through social networks?
Define career priorities
Sports and good nutrition
How to maintain good mental health?

Course content

11 sections • 75 lectures • 5h 20m total length

Introduction1:44

Introduction to Module 10:32
Insurance History7:48
The World of Insurance6:34
What is reinsurance?11:35
Explain how reinsurance spreads risk among direct and facultative arrangements, backed by brokers and Lloyd's of London, to provide capital relief and global market access for insurers.
What is Insurance Brokerage?8:00
Types of Insurance8:16
Explore the full spectrum of insurance types, from non marine and marine insurance to property, construction, vehicle, health, life, liability, and travel coverage, plus niche markets like aviation and sports.
Basic concepts4:35

Introduction to Module 20:52
Why to be an Insurance Broker?3:16
Pursue a career as an insurance broker to engage diverse markets, build a growing client portfolio with referrals, earn commissions, travel globally, and help customers in critical moments.
Multiple Activities of the Insurance Broker6:48
Drive sales and customer acquisition, master billing and invoicing and collection, ensure policy issuance and renewal accuracy, streamline claims handling, and oversee account management to build long-term client relationships.
The Technical Preparation4:16
Ways to start in the Insurance Market2:34
Discover how backgrounds—from math and law to public relations and human resources—can launch a career in insurance brokerage, using management, economics knowledge, and terminology mastery to succeed.
The Insurance Broker Market5:17
The E-commerce for Insurance Brokers3:37
How to choose the right company?5:11

Introduction to Module 30:51
Learn Several Languages2:05
Learn several languages to excel in the insurance market, where most policies are in English. Use neuro linguistic programming to connect with clients, open doors, and differentiate yourself.
Why is Essential to travel?3:17
Positive Attitude5:00
Service Vocation and Humility2:40
Develop a 24/7 service vocation by listening to clients and serving them in crises, responding across channels with humility.
Role Models6:45
Public Presentations. ILASA Method5:00
Networking in Insurance Brokerage3:28
The Importance of Testimonials1:30
Learn how to secure client testimonials, obtain permission to post them on social networks and your website, and leverage endorsements to demonstrate your insurance brokerage's mission and sales impact.

Introduction to Module 40:48
Discover personal-finance strategies to become a successful insurance broker by analyzing sales targets, investment criteria for savings, and how to control expenses at home and in the office.
The Sales you need to live3:10
Career Planning for the Insurance Broker3:48
Generation of Passive Income3:16
Why do you need to raise your standards?3:06
The Power of Compound Interest2:22
The Tyranny of How2:53
What, What for and Why to do it?4:05

Introduction to Module 61:12
Learn the keys to becoming the most successful insurance broker by leveraging proximity, the power of the word, and Viking culture and laws, with live success stories and influencers.
The Purpose4:55
Discover your purpose, the why, through self-introspection, as the mission and vision guide your values, goals, and life by prioritizing health, family, and career.
The Viking Laws3:23
Invest in yourself4:26
Importance of Words7:18
Proximity5:42
Proximity shows you how to add value first, connect with influential people at seminars, and be ready to help others quickly to build trust and unlock opportunities.
Creator of Solutions6:03
The Crisis3:52
Welcome the Competition4:25
The Culture of the All Blacks9:27

Introduction to Module 80:46
Instagram5:23
Facebook5:06
Youtube7:34
Use YouTube as a free channel to share insurance insights with your audience, promote across platforms, and optimize reach with keywords and titles to build leads.
Twitter4:39
Master how to use Twitter to monitor trending topics with hashtags and engage audiences through tweets, retweets, direct messages, and newsjacking.
LinkedIn6:42
Web Page4:12
Selling through social media4:45
Monetize your personal brand by leveraging social networks, encrypted links, and influencer partnerships to drive insurance content, segmented campaigns, and increased leads, commissions, and transaction value.
Influencers2:54

Requirements

No, just the desire to learn and become the best insurance broker

Description

My name is Juan Carlos Fernández Alemán, and I have more than 25 years in the Insurance Brokerage market. I have more than 20,000 policies sold in the local and international market, I come from 3 generations in the insurance brokerage, and today I want to talk to you about the insurance market.

We have designed this course so that you can succeed in this business, a super competitive and spectacular market because it allows you to travel and rub shoulders with people anywhere in the world.

Here we are going to give you all the keys for you to be successful so that your career is much more comfortable and you can achieve the goals with a robust insurance portfolio that is renewed every year by 90%.

In this course we will give you all the tools, from personal presentation, social networks, how to create your brand, how to be successful, what are the keys, what do you have to know about insurance and reinsurance. All the doubts we will clarify in this course, and we will tell you how to do networking, how to do rapport, how to reach customers, how to close more clients and how to renew them.

This is the best course for insurance brokers.

Who this course is for:

It is aimed at all audiences, regardless of your profession or what you currently do for living
The career of the insurance broker can start at any age and at the pace you want
If you need a Plan B in your life, this is the way

Secrets from an Insurance Broker (Masterclass)

What you'll learn

Explore related topics

Course content

Welcome1 lecture • 2min

Module 1: History of Insurance7 lectures • 47min

Module 2: Dutties of the Insurance Broker8 lectures • 32min

Module 3: Talents and Skills to be the best and most successful9 lectures • 31min

Module 4: Personal Finance8 lectures • 23min

Module 5: Tools to achieve goals9 lectures • 40min

Module 6: The Keys to Success10 lectures • 51min

Personal Branding6 lectures • 23min

Module 8: Social Networks9 lectures • 42min

Module 9: Balance and Health7 lectures • 29min

Requirements

Description

Who this course is for: