Fundraising manager to insurance 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.
60.8/ 100
1 How much of what an insurance product manager is expected to do is already part of a fundraising manager’s work. Directional: the figure for the reverse move differs, because moving into a speciality is not the same problem as moving out of one. 2 Every skill the insurance product manager role is recorded as needing, required and optional together. What these numbers mean.
Why this move works
An insurance product manager role treats 12 of its required skills as things a fundraising manager already does. You would walk in with these on day one.
- 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. An 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 may need to learn
The 23 missing skills fall into 5 areas of the ESCO skill hierarchy, numbered in the order worth working in. Areas carrying the most required skills come first, and inside each one the required skills sit above the optional ones. Nothing here is a verdict on you: it is a list of what this particular job asks for that your current one does not.
- still to learn principles of insurance required
- still to learn sales strategies required
- still to learn financial products required
- still to learn insurance law required
- still to learn insurance market required
- still to learn marketing management required
- still to learn types of insurance required
- optional, not held modern portfolio theory optional
- still to learn develop financial products required
- still to learn supervise sales activities required
- still to learn plan marketing campaigns required
- optional, not held develop investment portfolio optional
- still to learn promote financial products required
- still to learn 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
- still to learn analyse financial risk required
- still to learn 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 an 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 practise this
- 02 principles of insurance study this
- 03 promote financial products practise this
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.
- still to learn principles of insurance required
- still to learn sales strategies required
- still to learn financial products required
- still to learn insurance law required
- still to learn insurance market required
- still to learn marketing management required
- still to learn types of insurance required
- optional, not held modern portfolio theory optional
- optional, not held statistics optional
Common questions about this move
Can a fundraising manager become an insurance product manager?
Yes, and it is a substantial move. A fundraising manager already covers 44% of what an insurance product manager is expected to do: 16 skills carry over, 12 of which the insurance product manager role treats as required.
What skills does a fundraising manager need to become an insurance product manager?
14 required skills are missing, plus 9 optional ones. They fall into 5 areas of the ESCO skill hierarchy, led by business, administration and law. The single most important is develop financial products.
How hard is the move from fundraising manager to insurance product manager?
Its learning distance is 60.8 out of 100, which is the substantial band. That accounts for both how much is missing and how specialised those skills are.
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.