Field of Activity
Insurance and financial services brokers work in insurance companies and in companies operating in the financial services sector, or are self-employed agents, brokers or consultants. They may also work in commercial industrial companies and trade companies, as well as for other service providers.
Occupational Skills
Insurance and financial services brokers:
- advise and support customers in accordance with their situation and requirements
- analyse the individual needs of customers with regard to insurance protection and asset investment
- prepare offers and conclude contracts
- make changes to contracts and conduct measures to manage portfolios and maintain contracts
- check benefit cases and inform customers of the scope of services
- use accounting tools and controlling results for their work
- work in a team, process and project-oriented manner
Insurance and financial services brokers specialising in insurance:
- process damage and benefit cases
- are qualified in two of the following optional modules:
- Customer acquisition and customer loyalty
- Marketing
- Agency operation
- Risk management
- The sale of corporate pension products
- The sale of insurance products for corporate customers
- The sale of insurance products for private customers
Insurance and financial services brokers specialising in financial consultancy:
- advise customers regarding investment in securities
- support customers when selecting a corporate pension scheme
- advise customers regarding property financing, and prepare financing offers.
