How do I become an insurance intermediary? What are the requirements and which contracts are possible?

Training paths for insurance brokers

TheTraining and certificationof insurance intermediaries is subject to supervision by the VBV (Vocational Training Association of the Insurance Industry) and is carried out on behalf of the Swiss Financial Market Supervisory Authority FINMA.

The training ismodularand is aimed at professionals who want to work in insurance brokerage or would like to gain a theoretical foundation for their brokerage activities in the insurance sector. Attendance of individual modules is waived for those with the appropriate previous training. The insurance brokerage training concludes with a written and oral examination.Examinationfrom.

Various educational institutions and the VBV itself offer insurance brokerage services.Exam preparation courseson. The audits are designed by the VBV and carried out several times a year.

Those who pass the exams receive theAssociation certificate"Insurance intermediary VBV". The certificate is recognized by FINMA and is considered a professional qualification for theRegistrationas an insurance intermediary.

The "Insurance Broker VBV" certificate entitles the holder to use the labelCicero(Certified Insurance Competence), the VBV seal of quality.

Prerequisites

  • EFZ or a comparable qualification
  • Good oral and written German language skills

Basic knowledge of the insurance industry and initial experience with customer contacts are recommended.

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