How to Become an Independent Travel Advisor: What You Need to Know

Table of Contents

If you’re the person everyone comes to when they’re planning a vacation, constantly researching new destinations, or saving places you want to visit someday, you may have wondered what it would be like to work in the travel industry. Maybe you’ve even searched for how to become a travel agent and found yourself wondering where to begin.

That was once a whole new world for me, too.

Before becoming an Independent Travel Advisor, I had worked with a travel professional to plan one of our family Disney vacations, so I already had an idea of what the job looked like from the client’s perspective. What I didn’t realize was just how much happens behind the scenes.

Planning travel involves so much more than finding a pretty resort and clicking a button to book it.

Today, I research destinations, compare travel options, put together trips for my clients, continue learning about the travel industry, and run my own independent travel business. Along the way, I’ve learned a lot about what this business actually involves and what I wish I had known when I was first getting started.

If you’re curious about becoming an Independent Travel Advisor, this guide will walk you through what an Independent Travel Advisor is, the difference between a travel advisor and a travel agent, what travel advisors actually do, the training involved, and some important things to consider before getting started.

What Is an Independent Travel Advisor?

An Independent Travel Advisor is a travel professional who helps clients research, plan, organize, and book their vacations.

Depending on the type of trip and the services the advisor offers, this may include researching accommodations, cruises, transportation, activities, travel protection options, and other components needed to bring a vacation together.

But one of the biggest things I’ve learned since starting my travel business is that the job isn’t simply about booking something for a client.

There’s a lot of research involved.

You have to listen to what your client actually wants, understand their priorities and budget, compare different options, and help them make decisions that make sense for their trip.

That’s where the advisor part really comes into play.

Sometimes the best option isn’t necessarily the cheapest hotel or the first resort that appears in a search. There are other details to consider, including location, transportation, additional fees, amenities, activities nearby, and what the client actually wants from their vacation.

An Independent Travel Advisor helps put those pieces together.

Travel Advisor vs. Travel Agent: What’s the Difference?

If you originally searched for information about becoming a travel agent, you aren’t alone. Travel agent is a term many travelers are familiar with, and you may see the terms travel agent and travel advisor used in different ways throughout the travel industry.

Throughout this article, however, I use the term Independent Travel Advisor when discussing my travel business and the work I do.

Rather than getting caught up in the terminology, I think it’s more helpful to understand what the work actually involves.

An Independent Travel Advisor doesn’t simply receive a destination and click “book.” At least, that’s certainly not what my days look like. My job involves researching the overall trip, comparing options, communicating with clients, staying organized, continuing my education, and helping clients make informed decisions based on their vacation needs.

So if you’ve been researching travel advisor vs. travel agent or wondering about the difference between a travel agent and a travel advisor, you’ll likely find some overlap in how those terms are used.

For the purposes of this guide, I’ll be talking specifically about becoming and working as an Independent Travel Advisor.

A woman (Jessica Tejera) standing at the mile high step at Denver, Colorado.

What Does an Independent Travel Advisor Do?

There isn’t necessarily one typical day as an Independent Travel Advisor. One day I may be researching hotels for a family vacation. Another day I could be comparing transportation options, researching a destination I’ve never booked before, communicating with clients, working on quotes, or continuing my travel education. There are a lot of moving pieces that clients may never see but we do as a travel advisor to make sure our clients needs are met the best possible way.

Research Travel Options

Research is one of my favorite parts of being an Independent Travel Advisor. When I’m working on a client’s trip, I’m not necessarily looking at one hotel, one flight, or one set of dates. I may check several travel dates and flight options to see what makes the most sense. I’ll research the distance between a hotel and the activities the client wants to experience, transportation options available at the destination, typical weather during that time of year, and other details that could affect their trip. Sometimes changing the travel dates or staying in a slightly different location can completely change the options available. This is also why understanding what a client wants from their vacation is so important. The “best” hotel isn’t the best hotel for every traveler.

Compare More Than the Initial Price

One lesson I’ve learned is that the number you see first doesn’t always tell you the entire story.

For example, I may compare parking fees, resort fees, transportation costs, and the hotel’s location in relation to the places my client plans to visit. A hotel with a lower nightly rate may not necessarily be the better overall option if the client will spend significantly more getting around once they arrive.

These are the little details I pay attention to while researching a trip.

Budget is also one of the realities of vacation planning. If budgets didn’t exist, I’d probably have every one of my clients staying somewhere incredible and adding every fun experience I could find. Unfortunately, that’s not quite how vacation planning works. Part of my job is balancing what someone would love to experience with what realistically fits their trip.

Put the Pieces of a Vacation Together

Depending on the vacation, there can be a surprising number of pieces involved. Accommodations are only one part of the trip. There may also be flights, ground transportation, transfers, activities, travel protection options, local transportation, parking, and other details to consider.

This was actually one of the things that surprised me most when I became an Independent Travel Advisor. I primarily work with family vacations, but as I started learning about different types of travel, I quickly realized how complicated some trips can become. Every destination and every client can bring a completely different set of considerations.

Help Clients Set Realistic Expectations

This might not be the glamorous part of travel planning, but it’s an important one. Sometimes a client’s dream trip and their current budget simply don’t match.

For example, someone may want an international vacation for a family of four with a total budget that wouldn’t realistically cover airfare alone.

Unfortunately, travel advisors aren’t miracle workers with a secret coupon book.

What I can do is be honest and professional with my client. Instead of simply saying that their vacation won’t work, I can recommend alternatives. Maybe there’s another destination that offers a similar experience. Maybe we adjust the dates, shorten the trip, change accommodations, or look at somewhere closer to home that fits their current budget better. I’d much rather help someone find a realistic vacation option than create expectations that can’t actually be met.

Support Clients During the Travel Planning Process

Planning doesn’t necessarily stop after the initial reservation. There can be questions, changes, deadlines, documentation to review, and other details that come up before a client leaves for their vacation. Organization and communication are a huge part of running a travel business.

One of my favorite parts comes after the planning is finished, though. I love when clients send me pictures from their vacations and tell me about their experiences. Not only is it exciting to see them enjoying a trip I helped put together, but their feedback also helps me continue learning. If I research that destination for another client in the future, I now have additional insight into what worked well and what I may want to approach differently next time.

A woman (Jessica Tejera) sitting on a rock at Red Rocks Amphitheater and Park in Colorado. Published on an article that teaches others how to become independent travel agents and how to travel more as a travel agent.

Do You Need Experience to Become an Independent Travel Advisor?

You don’t necessarily need prior travel industry experience before you begin learning how to become an Independent Travel Advisor. I didn’t start with years of professional travel experience.

I had previously used a travel professional for one of our family Disney vacations, so I understood the experience from the client’s side. But actually working in the business was completely different.

I originally thought the job would be pretty easy. Then I started learning everything that went into different types of trips. Just like starting any other business or learning a new job, the beginning can feel like a lot because you’re building your foundation while learning new systems, terminology, processes, and responsibilities. The training and ongoing education available to me helped tremendously. I attended webinars, continued learning, and personally completed a mentorship program that helped elevate my knowledge and experience.

One thing I would personally recommend is giving yourself permission to learn before trying to do everything at once.

Looking back, I think focusing heavily on learning during that first month was one of the best things I could have done. You don’t have to immediately know how to plan every destination and every type of vacation.

Build your foundation first!

What Kind of Training Does an Independent Travel Advisor Need?

Training and continuing education are an important part of becoming an Independent Travel Advisor. There is a lot to learn, and that education doesn’t necessarily stop once you’ve completed your initial training.

Depending on your business and the type of travel you plan, your education may include topics such as researching destinations, understanding travel documentation, communicating professionally with clients, learning booking processes, understanding different types of travel, customer service, travel protection, and staying informed about changes within the travel industry. You may also choose to continue learning about specific destinations and types of travel that interest you.

This is one of the areas where my perspective has changed considerably since I started. At first, I felt like there was so much information to absorb. Eventually, I realized I didn’t need to know everything about everywhere. I needed to know how to learn, research, ask the right questions, and continue educating myself.

Travel changes. Destinations change. Policies and procedures can change. Continuing education is simply part of working in the industry.

My Role as a Team Leader

There’s also an important distinction I want to make when I talk about the support I provide to my own team.

I am a team leader, but I am not responsible for training Independent Travel Advisors on their travel booking systems, travel partners, or other partner-specific information.

My leadership focuses on areas outside of that training where I can share what I’ve learned from building my own business.

For example, I may help my team learn more about marketing themselves, creating content for social media, building an online presence, setting up a website, staying organized, or developing systems that help them consistently market their independent businesses.

Those are areas where I’ve gained experience through building my own businesses and online platforms, and I enjoy sharing what I’ve learned.

The Walking Mermaid kiddos meeting Goofy at Disney's Hollywood Studios at Walt Disney World in Orlando, Florida. Published on an article that teaches others how to become independent travel agents and how to travel more as a travel agent.

What Types of Trips Can Independent Travel Advisors Plan?

One thing I love about the travel industry is how many different directions you can take your business.

Depending on an advisor’s areas of focus, experience, training, and the travel options available to them, Independent Travel Advisors may help clients plan trips such as:

  • Family vacations
  • Cruises
  • All-inclusive vacations
  • Resort stays
  • Theme park vacations
  • International trips
  • Weekend getaways
  • Group travel
  • Multigenerational vacations
  • Bachelor and bachelorette trips
  • Honeymoons
  • Destination weddings
  • Special events
  • Couples getaways
  • Domestic vacations
  • Road trip accommodations

You don’t necessarily have to become an expert in every type of travel.

Personally, family vacations are a big part of what I enjoy planning. I love researching new destinations and figuring out how all the pieces of a trip can come together for a family.

Over time, you may discover certain destinations or types of travel that you genuinely enjoy researching and planning.

What I Wish I Knew Before Becoming an Independent Travel Advisor

I wish someone had told me just how much goes on behind the scenes. I knew what working with a travel professional looked like as a client, but I didn’t fully understand everything happening on the other side. There’s research, communication, organization, education, marketing, follow-up, problem-solving, and all the little details that go into putting a trip together.

I also wish I had understood from the beginning that I didn’t have to know everything immediately. When you’re new, it can be easy to look at someone who has been doing this for years and think you’re supposed to know everything they know.

You’re not. Learning takes time.

Starting slowly, completing your training, continuing your education, and developing a system that works for you can make the business much easier to manage.

And then there’s my least favorite part of travel planning: telling people what their vacation costs. I absolutely love researching trips. I love finding beautiful places, discovering fun experiences, and putting everything together. If I could ignore budgets entirely, everyone would be having the vacation of a lifetime.

But being an Independent Travel Advisor also means being realistic.

Your client’s budget matters. Their priorities matter. Sometimes being a good advisor means recommending something completely different from what they originally had in mind because you know it will better fit their situation. That’s something I’ve learned to appreciate more as I’ve gained experience.

A woman (Jessica Tejera) taking pictures during a hike at Denver, Colorado. Published on an article that teaches others how to become independent travel agents and how to travel more as a travel agent.

Is Becoming an Independent Travel Advisor Right for You?

Becoming an Independent Travel Advisor can be a great fit for someone who genuinely enjoys travel, research, planning, organization, working with people, and continuing to learn. But loving vacations by itself isn’t necessarily enough.

You’re also building an independent business. That means you have to be willing to learn how to market yourself, communicate professionally, stay organized, manage client expectations, continue your education, and put consistent effort into building your business.

You also need patience. There will be things you don’t know yet. Destinations you’ve never researched. There may be clients whose expectations don’t match what’s realistically available.

Being willing to research, learn, adapt, and communicate professionally matters.

I have another guide that goes much deeper into this topic:

Questions to Ask Before Starting an Independent Travel Advisor Business

If you’re seriously considering becoming an Independent Travel Advisor, I recommend doing some research before making your decision.

Here are some of the questions I think are worth asking.

Do I Need Travel Industry Experience?

You don’t necessarily need previous professional experience in the travel industry before you begin learning. Training and continuing education will be important, especially when you’re new. More importantly, be willing to learn.

Do I Need to Travel All the Time?

Being an Independent Travel Advisor doesn’t mean you’re constantly on vacation. Personal travel experience can certainly give you valuable perspective, but much of the actual work happens behind a computer: researching, communicating, learning, marketing, comparing options, and working on client trips.

Traveling and planning travel professionally are two very different things.

Can I Become an Independent Travel Advisor Part Time?

An independent business can be built around different schedules, but it’s important to remember that you’re still working with real clients. You’ll need to determine whether you have enough time to learn the business, market yourself, research trips, communicate with clients, and handle the responsibilities that come with the services you provide.

For me, having systems in place has become incredibly important because I’m balancing my travel business with my family and other responsibilities.

Do I Need to Know Every Destination?

Absolutely not. I certainly don’t!

What matters is developing your research skills and continuing your education. You may also decide to focus your business on particular destinations or types of travel rather than trying to become the person who knows everything about everywhere.

Do I Have to Find My Own Clients?

When you’re building an independent business, marketing yourself and developing your client base are important parts of the process.

This is an area people sometimes overlook when they’re researching how to become an Independent Travel Advisor.

You’re not only learning how to help someone plan a vacation. You’re also learning how to operate and market your business. That can include building relationships, creating helpful travel content, using social media, developing a website or online presence, asking for referrals, and finding marketing methods that make sense for your business.

Marketing is actually one of the areas where I enjoy helping the people on my team. I’ve spent years blogging, building websites, creating content, and learning how to market my own businesses online, so I can share that experience as a team leader while each person builds their own independent business.

What Should I Research Before Getting Started?

Don’t be afraid to ask questions. Understand the business you’re considering, what responsibilities you’ll have, what training is available, what costs are involved, what support is available, and what will be expected of you. You don’t have to rush into a decision. I’d rather someone understand what they’re getting into and decide that it’s genuinely a good fit than start with unrealistic expectations.

I share a lot of information about the travel business on my blog but you can also directly message me on Facebook or via email and we can chat one on one about the business. Ask me any questions you may have and we will go over everything together. I believe that transparency is key in this business and as your future leader.

A woman (Jessica Tejera) sitting on a log during a hike at Shawnee National Forest in Illinois. Published on an article that teaches others how to become independent travel agents and how to travel more as a travel agent.

How to Become an Independent Travel Advisor

If you’ve made it this far and you’re thinking, “Okay, Jessica, this actually sounds like something I would enjoy doing,” your next step is learning more about how the business works.

I intentionally haven’t turned this article into a step-by-step enrollment guide because I want this resource to focus on helping you understand what becoming an Independent Travel Advisor actually involves.

I’ve created a separate page where you can learn more about getting started, review the current information, and decide whether it’s something you’d like to explore further.

Want to Learn More About Becoming an Independent Travel Advisor?

Maybe you’re interested, but you’re not ready to take the next step yet. That’s completely okay.

You can join my email list to receive more information about the Independent Travel Advisor business, what the day-to-day can look like, marketing an independent travel business, lessons I’ve learned along the way, and other resources that can help you better understand whether this path is right for you.

Learning about the business doesn’t mean you have to make a decision today. Use the information available to you, ask questions, and decide whether becoming an Independent Travel Advisor aligns with what you’re looking for.

Final Thoughts on Becoming an Independent Travel Advisor

Becoming an Independent Travel Advisor turned out to involve much more than I expected when I first started. I thought planning vacations would be fairly simple. Instead, I discovered a business that involves research, organization, client communication, continued education, marketing, problem-solving, and a whole lot of details happening behind the scenes.

But I also discovered how much I enjoy putting those pieces together. I genuinely love researching new destinations, finding options that fit what my clients are looking for, and eventually seeing the pictures they send me from their trips.

If you’re considering becoming an Independent Travel Advisor, don’t feel like you need to know everything before you begin exploring the possibility. Learn what the business involves. Ask questions. Understand the responsibilities. Research your options. Then decide whether it’s the right path for you.

Sometimes the first step isn’t signing up for anything. It’s simply learning enough to make an informed decision about what comes next.

Hi, I'm Jessica!

I am a wife and mother to three amazing kids. A coffee addict and wine lover. I also have a huge love for the mountains and the the ocean. Through my blog I hope to inspire families to spend more time outdoors. 

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