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to an ex ci ti ng B usi ne ss
Op portuni ty!
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The Agen da
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HDF C S tan dar d Li fe In sur ance ,
Herit ag e, Vis ion & Va lues
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HDFC Sta ndard Lif e Insur ance Co. Ltd…
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He rit ag e of HD FC Ltd …
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Sta ndard Li fe Ass ur ance Co. Ltd……
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HDFC, Sta ndard Lif e & Join t Ventu re…
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HDFC Group C omp anies
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HDFC Sta ndard Lif e Insur ance Co.
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Vision of HDFC Stand ard Lif e I nsurance C o. Ltd …
easiest to deal with, offer the best value for money, and
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Valu es of HDFC Stan dard Li fe Insuran ce Co. Ltd …
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”Bu si ness Oppo rtun ity”
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Off ers you
An ex citi ng C ar eer
tha t can cha nge your l ife
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to li ve wi th Sel f
Res pect
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Ro le of a F ina nci al Consu lta nt
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Remu nera ti on & R ewa rd s
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POTENTIAL COMMISSION EARNINGS
Particulars Year 1 Year 2 Year 3 Year 4 Year 5
No. of Policies per Week 1 1.5 2 2.5 3
No. of Policies Sold 50 75 100 125 150
Average Premium 25,000 H 25,000 25,000 25,000 25,000
Total Premium 12,50,000 18,75,000 25,00,000 31,25,000 37,50,000
Average Commission @ 20 % 2,50,000 3,75,000 5,00,000 6,25,000 7,50,000
Renewal Commission @ 2 % Nil 25,000 62,500 1,12,500 1,75,000
Total Commission 2,50,000 4,00,000 5,62,500 7,37,500 9,25,000
Average Monthly Commission 20833 33333 46875 61458 77083
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Are y ou read y f or ???
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Pr oce ss
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Eligibility Criteria to become a Financial
Consultant
Minimum Eligibility Criteria (Any 3/5 Criteria required,
first criteria being mandatory)
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Lic ens ing Pro cess
Step 1 : Registration
Step 2 : IRDA Training
Step 3 : IRDA Examination
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Ste p 1 - Regi stratio n
For ms
9 Passp ort si ze p hot ogra phs
Ag ency A pplication fo rm Ag e Proo f
Form VA
Proo f of Ed ucat ion
Ex am Form
Proo f of Id ent ity
Ag ree ment Cop y
Proo f of R esi dence
( a ll pag es to be sig ned by the F C ) PAN Card or PAN A pplicat io n
Know Y our Cust omer ( KYC )
Ad dend um Fee : Rs . 9 25 /- ( O ff Line )
Fee : Rs . 8 25 /- ( O n Line )
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St ep 2 – IRDA Tr ai ning
IRDA Refresher Classes are conducted for the FC before the IRDA Exam.
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St ep 3 – IRDA Exam ina tio n
3. On line
4. Off line
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FAQ s?
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FA Qs?
Q 1. Do I need to have a career selling experience ?
Ans: No. HDFC Standard Life will equip you through
specialised training programmes.
Q 2. Can I work part-time ?
Ans: Many join as part-timers & choose to become full
timers.
Q 3. Can I continue my present job ?
Ans: Of course. You can.
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FA Qs?
Q 4. Can I work from home ?
Ans: Yes. You have all flexibility in working hours.
Q 5. How much can I earn?
Ans: You have an unlimited earning potential.
Q 6. Do I need to make any capital investment ?
Ans: No, there is no capital investment.
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Any Quest ions ?
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Thank You
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