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商业保险的发展使得保险从业者为越来越多的人所熟知。由于我国保险市场发展尚不成熟,多数保险从业者还只是停留在执行产品销售的职能上,其作为财务顾问的职能没有充分发挥出来。而保险涉及消费、投资的方方面面,成熟市场需要的是合格、专业的保险理财顾问人员,这就要求保险从业人员不断充实、提高自己,实现职业升级。必备知识政策法规为使市场有序运行,任何行业都有相应的政策行规。保险行业从业者要熟悉与保险行业相关的各项政策、法律法规,例如《中华人民共和国保险法》中对保险代理人、经纪人关于市场准入、经营行为等方面的规定。专业知识保险从业者不是简单地向投资者销售保险
The development of commercial insurance makes insurance practitioners familiar to more and more people. Due to the immature development of insurance market in our country, most insurance practitioners still only stay in the function of implementing product sales, and their functions as financial advisors have not been brought into full play. The insurance involves all aspects of consumption, investment, mature markets need qualified and professional financial advisers, which requires insurance practitioners continue to enrich, improve themselves and achieve professional upgrading. Essential knowledge Policies and regulations In order to make the market operate orderly, any industry has a corresponding policy line. Practitioners in the insurance industry should be familiar with various policies, laws and regulations related to the insurance industry, such as provisions on insurance agents and brokers regarding market access and business conduct in the Insurance Law of the People’s Republic of China. Expertise Insurance practitioners do not simply sell insurance to investors