Insurance advice: schools, providers, information, questions and answers

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Insurance consulting is an important part of the financial world. Are you looking for a suitable provider of training or further education in the field of insurance and consulting? Here on Ausbildung-Weiterbildung.ch you can quickly and directly find numerous interesting and rewarding training courses in the field of insurance consulting:

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Insurance consulting - an interesting field of activity

Working in insurance consulting is demanding and often requires a great deal of self-discipline on the part of the consultants. Nevertheless, it is a very interesting field of activity. Insurance consultants, also known as insurance brokers, usually advise private customers on their insurance policies, draw up insurance comparisons and point out the advantages and disadvantages of various insurance companies or insurance contracts. People working in this field of insurance consulting are responsible for acquiring new customers as well as providing support and advice to existing customers and build up their own customer base over the years.

 

A distinction is made between "tied agents", who work on behalf of insurance companies, and "non-tied agents", who work primarily on behalf of private customers. The employment relationship in insurance consulting can also be very different. For example, insurance intermediaries are sometimes permanently employed, receive a fixed salary plus a success fee, or are self-employed with a consulting or success fee.

 

You can find more information about working in the field of insurance and consulting as well as training opportunities at Ausbildung-Weiterbildung.ch - the leading education portal.

Questions and answers

A course in insurance consulting does not lead to a federal qualification. However, in addition to basic training (apprenticeship), federally recognized qualifications include a Federal Professional Examination, such as Social Insurance Specialist with Federal Diploma of Higher Education, Insurance Specialist with Federal Diploma of Higher Education or Health Insurance Specialist with Federal Diploma of Higher Education. Advanced Federal Professional Examinations (AFPE) are also federally recognized, as are university courses leading to a Bachelor's or Master's degree (e.g. claims lawyer).

The duration of training in insurance consulting can vary depending on the school and degree, for the "Insurance Broker VBV" course you should expect around three to six months.

If you do not have a Federal VET Diploma in Private Insurance and would now like to enter the insurance industry as an insurance advisor, continuing education, further training as an insurance intermediary (VBV) from the Vocational Training Association of the Swiss Insurance Industry is an excellent option. You can find providers where you can complete this course here on Ausbildung-Weiterbildung.ch.

After successfully completing the training in insurance and consulting, you will receive a certificate, depending on the type of course, for example as an "Insurance Broker VBV".

Continuing education, further training in insurance and consulting must be paid for by you as a course participant, unless this is covered by your employer. The costs for an insurance broker VBV course range from CHF 2,500 to CHF 6,500, depending on your previous training in the insurance industry and the school you choose. Please enquire about the exact costs for a course in insurance consulting directly with the respective training providers using our contact form.

Redaktionelle Leitung:

Stefan Schmidlin, Bildungsberatung, Content-Team Modula AG

Quellen

Website des Schweizerischen Sekretariats für Bildung, Forschung und Innovation SBFI , Website www.berufsberatung.ch (offizielles schweizerisches Informationsportal der Studien-, Berufs- und Laufbahnberatung) sowie Websites und anderweitige Informationen der Berufsverbände und Bildungsanbieter.

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