Eligibility & Process

As per the regulations specified by the IRDAI, there are two specific eligibility criteria to become a PoSP advisor:

  • You should be 18 years old or above
  • Educational qualification – you should have graduated at least 10th standard

Those who fulfill these criteria can enroll to become an insurance advisor as a PoSP . Hence, this job opportunity is for everyone, from college students, recent graduates, for those looking for part time jobs, even homemakers and retired employees.

Listed below are the simple steps to follow in order to become a licensed POSP insurance advisor :

  • Enroll for the training program
  • Submit your KYC details and documents
  • Undergo a training program
  • Complete the examination on the Covernote App/Website
  • Once you pass the exam, you will be a certified PoSP advisor and will be able to sell insurance policies as per the PoSP(Point of Sale Person) guidelines (prescribed by the IRDAI)

Download Covernote App

Download Covernote app from Google Playstore and submit your details

Document Submission

Submit KYC documents such as Pan, Aadhar, 10th certificate etc.

Document Verification

Our Backend team will verify the documents and approve accordingly

Online Training

Get started with the training process, pass your exam & certifications