fundraising managertoinsurance product manager
A fundraising manager already meets 44% of what the insurance product manager role asks for. The move turns on 14 required skills not yet in the profile.
44%
60.8/ 100
1 Share of the insurance product manager role’s weighted skill requirement already met by the fundraising manager profile. Required skills count in full, supplementary skills at 0.35. Directional: the figure for the reverse move differs. 2 Combines what is missing with how specialised it is, so a gap of general skills scores easier than the same number of narrow ones.
Why this move works
A insurance product manager role treats 12 of its required skills as things a fundraising manager already does. These are the ones it depends on most.
- advise on financial matters
- analyse financial performance of a company
- analyse market financial trends
- corporate social responsibility
- create a financial plan
- enforce financial policies
What stands in the way is 14 required skills the profile does not yet cover. Table 3 groups them; Table 4 says which to take first.
Table 2 · What you already bring
Of the 16 skills that carry over, these are the ones fewest other occupations ask for. A insurance product manager role needs them, and most people applying for one will not have them already. This is the part of a fundraising manager background worth leading with.
- already held deliver a sales pitch communication, collaboration and creativity
- already held enforce financial policies management skills
- already held financial analysis business, administration and law
- already held analyse financial performance of a company information skills
- already held financial statements business, administration and law
- already held financial management business, administration and law
All 16 carried skills, including the 12 the insurance product manager role treats as required.
Table 3 · What you would need to learn
The 23 missing skills fall into 5 areas of the ESCO skill hierarchy, numbered below in the order worth working in: the areas carrying the most required skills come first, and inside each one the required skills sit above the supplementary ones.
- required, not held principles of insurance required
- required, not held sales strategies required
- required, not held financial products required
- required, not held insurance law required
- required, not held insurance market required
- required, not held marketing management required
- required, not held types of insurance required
- optional, not held modern portfolio theory optional
- required, not held develop financial products required
- required, not held supervise sales activities required
- required, not held plan marketing campaigns required
- optional, not held develop investment portfolio optional
- required, not held promote financial products required
- required, not held create insurance policies required
- optional, not held sell insurance optional
- optional, not held create cooperation modalities optional
- optional, not held ensure cross-department cooperation optional
- optional, not held review investment portfolios optional
- required, not held analyse financial risk required
- required, not held manage financial risk required
- optional, not held obtain financial information optional
- optional, not held perform market research optional
- optional, not held statistics optional
Table 4 · Where to start
The 3 entries a insurance product manager role is least likely to hire without. The ordering is computed from the skill data, not from what pays.
- 01 develop financial products skill · sector specific
- 02 principles of insurance knowledge · sector specific
- 03 promote financial products skill · sector specific
Each entry opens a course search for that skill. Career Overlap earns nothing from these links.
Appendix · The rest of the record
All 16 skills that carry over
- already held advise on financial matters skill
- already held analyse financial performance of a company skill
- already held analyse market financial trends skill
- already held corporate social responsibility knowledge
- already held create a financial plan skill
- already held enforce financial policies skill
- already held financial analysis knowledge
- already held financial management knowledge
- already held financial statements knowledge
- already held follow company standards skill
- already held liaise with managers skill
- already held strive for company growth skill
- already held deliver a sales pitch skill
- already held manage staff skill
- already held plan health and safety procedures skill
- already held recruit employees skill
9 supplementary skills, helpful but not required
- optional, not held sell insurance optional
- optional, not held create cooperation modalities optional
- optional, not held develop investment portfolio optional
- optional, not held ensure cross-department cooperation optional
- optional, not held modern portfolio theory optional
- optional, not held obtain financial information optional
- optional, not held perform market research optional
- optional, not held review investment portfolios optional
- optional, not held statistics optional
28 held skills the insurance product manager role does not ask for
- not needed by the target role apply for government funding skill
- not needed by the target role carry out strategic research skill
- not needed by the target role content marketing strategy knowledge
- not needed by the target role coordinate advertising campaigns skill
- not needed by the target role coordinate events skill
- not needed by the target role develop professional network skill
- not needed by the target role develop promotional tools skill
- not needed by the target role develop public relations strategies skill
- not needed by the target role establish contact with potential donors skill
- not needed by the target role execute feasibility study skill
- not needed by the target role fix meetings skill
- not needed by the target role funding methods knowledge
- not needed by the target role inform on government funding skill
- not needed by the target role manage accounts skill
- not needed by the target role manage budgets skill
- not needed by the target role manage donor database skill
- not needed by the target role manage fundraising activities skill
- not needed by the target role manage government-funded programmes skill
- not needed by the target role manage the handling of promotional materials skill
- not needed by the target role manage volunteers skill
- not needed by the target role monitor charity's budget skill
- not needed by the target role perform fundraising activities skill
- not needed by the target role perform project management skill
- not needed by the target role public relations knowledge
- not needed by the target role social media marketing techniques knowledge
- not needed by the target role train employees skill
- not needed by the target role use consulting techniques skill
- not needed by the target role write charity grant proposals skill
9 gaps that are knowledge rather than practice
Knowledge gaps usually close through study. Practical skill gaps usually need something you can point at.
- required, not held principles of insurance required
- required, not held sales strategies required
- required, not held financial products required
- required, not held insurance law required
- required, not held insurance market required
- required, not held marketing management required
- required, not held types of insurance required
- optional, not held modern portfolio theory optional
- optional, not held statistics optional
How this record was compiled
Both occupations are taken from ESCO, which lists the skills and knowledge each occupation is expected to have and marks every one required or optional. Nothing here is a prediction about hiring, and nothing here knows that a particular employer wants a particular certificate. Treat Table 3 as a starting point for your own research rather than a syllabus. The full method states what these figures can and cannot tell you.