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Insurance and financial services broker
German: Kaufmann/-frau für Versicherungen und Finanzen

Fields of work

Insurance and financial services brokers specialising in financial advisory mainly work for financial services companies, for credit institutions such as banks, savings banks and building societies, in financial departments of larger corporations or for insurance companies.

Insurance and financial services brokers specialising in insurance mainly work for insurance companies, insurance brokers and credit institutions. They can also be employed in enterprises which e.g. develop insurance-related software, in management consultancy companies or in insurance departments of collection agencies.


Professional experience

Insurance and financial services brokers specialising in financial advisory consult and support private and commercial clients regarding their capital investments and the choice of the appropriate retirement provisions, inform about real estate financing, prepare financing packages and draw up contracts. They also perform accounting and controlling tasks.

Insurance and financial services brokers specialising in insurance consult and support private and commercial clients regarding insurance matters and the choice of the appropriate insurance, prepare insurance packages and draw up contracts. They also process settlement claims and benefit entitlement claims and perform accounting and controlling tasks.



The occupational profiles are based on information from BERUFENET and BIBB.