Insurance intermediary: providers, schools, information, FAQs
Insurance intermediary - The attractive job in the insurance industry
Questions and answers
Is continuing education, further training as an insurance intermediary part-time?
In the conventional sense, continuing education, further training as an insurance intermediary VBV is not part-time, if you mean classes in the evenings or at weekends. Nevertheless, it is perfectly possible to continue working alongside the course, as the courses take place in day blocks. This means that you can attend the insurance training course one or two days a week and continue to work on the other days.
What are the VBV exam questions?
The VBV examination consists of a written and an oral part. The written VBV examination questions are taken online on an examination platform. In the oral examination, the candidate can choose from two options relating to sales and advisory situations: Private households (individuals, families, self-employed) or small businesses.
What is the Insurance Intermediary Register?
Independent insurance intermediaries who offer or conclude insurance contracts in the interests of insurance companies or other persons must be entered in the public register of insurance intermediaries. Only then may they commence their activities. Other insurance intermediaries may register. FINMA keeps a public register of insurance intermediaries.
Do I have to take a final examination to become an insurance intermediary or is attending the course sufficient for the qualification?
A final examination for the Insurance Broker VBV certificate is essential. This consists of a written and a practical, oral part of the examination. The examination takes place twice a year and lasts 120 minutes in writing and 60 minutes orally, including half an hour's preparation time.
What do you learn on an insurance broker training course?
An insurance broker training course teaches you more about:
- Insurance industry
- Legal knowledge
- Property and asset insurance
- Personal and social insurance
- Customer advice
- Exam preparation
How long does training to become an insurance broker VBV take?
Depending on the chosen course model and course location, training to become a VBV insurance intermediary takes between one and seven months. It is also possible for you to attend a two-part course, which is held in the summer and again in the winter, so that the fall remains free of lessons for the year-end business.
What qualities do you need as an insurance broker?
You need the following qualities as an insurance broker:
- Personal reliability
- Communicative personality
- Quality of advice
- Affinity for numbers
- Customer and solution orientation
- Confidentiality
How can you develop as an insurance brokerage specialist?
The insurance broker VBV qualification is one of the most important requirements for entry in the FINMA register and this also applies to Cicero membership. Depending on previous training, this qualification as a specialist in insurance brokerage is also one of the admission criteria for the insurance specialist certificate or for the degree course in insurance economics HF.
I already work in insurance brokerage, but would now like to take the certification course. Do I still have to attend the complete course for insurance brokers?
In addition to a course for newcomers or those switching to insurance brokerage, there are also courses for established professionals, which last a total of seven days. However, you will only be admitted to such a course if you pass the assessment test, for which you need at least two years of professional experience as an insurance intermediary. You can obtain further information on this directly from the relevant training providers.
Is training to become an insurance intermediary federally recognized?
The Insurance Intermediary VBV qualification is not a federally recognized qualification in the sense of a Federal Professional Examination or Advanced Federal Professional Examination (AFPE), but a certification recognized by the Financial Market Authority (Finma) for registration as an insurance intermediary.
Who is the insurance broker course suitable for?
The Insurance Broker VBV course is aimed at people who work for insurance companies and other service providers in the financial sector, where they sell pension and insurance products and provide insurance advice.
What are the tasks of a VBV intermediary?
A VBV intermediary has the following tasks:
- Advise and support private and corporate clients
- Demand intake
- Offer of contracts for insurance, pension and financial products
- Provide transparent information about the most important product features, premiums and fees
- Conclusion of insurance contracts and solutions
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