BIBB Logo
An offer from the Federal Institute for Vocational Education and Training

Information portal of the German government
for the recognition of foreign professional qualifications

back

Your profession: Insurance and financial services broker (m/f)

Professional activities

Insurance and financial services brokers advise and support private and commercial customers in insurance-related matters and with regard to the choice of capital investments and pension products. Examples of tasks include the preparation of insurance offers and the drawing up of contracts. They also perform tasks in accounting and controlling.

Fields of work

Insurance and financial services brokers work, for example,

  • at financial services companies
  • at banks, savings banks and building societies
  • in finance departments of major commercial companies
  • at insurance companies
  • at insurance brokers
  • in management consulting
next

The professional profiles are based on information from berufenet at the Federal Employment Agency and BIBB (Federal Institute for Vocational Education and Training).