insurance advisor.

In your role as an insurance advisor, you help your clients navigate the insurance jungle. You are a valuable consultant for individuals and businesses alike. Your recommendations are tailored to their personal needs. You reliably ensure your clients are well protected. Curious about what your tasks as an insurance advisor entail? Then read on here.

Insurance advisors mediate insurance policies. You do this either as a tied agent with a specific insurer or as an independent. In both cases, the Insurance Supervision Act (VAG) requires registration. However, for insurance advisors, this registration is voluntary. Take a look at the two types here:

• Bound insurance advisor: As a bound insurance advisor, you act on behalf of insurance companies. You can work for just one insurer or for several. Typically, you are employed directly by an insurance company or a bank. Usually, you are out in the field, selling only the insurance policies of your principal. However, your tasks remain the same. You advise clients and recommend suitable insurance products from your portfolio. You also assist your clients with claims processing. You represent the interests of the insurers and stand on their side.

• Independent insurance advisor: Independent insurance advisors, also known as insurance advisors, act on behalf of their clients. You search the market for suitable insurance solutions for your customers. The main focus is on finding the right insurance, with the insurer being secondary. You work for both private individuals and businesses. Your tasks are similar to those of a tied insurance advisor, with one key difference: you represent the client’s interests and are not bound to any particular insurer.

The popular Swiss job platforms show a wide range of opportunities for insurance advisors. This variation depends on several factors that influence your gross salary. Your education and professional experience play the most significant role. Additionally, having a certification as an insurance advisor VBV is an essential requirement for registration with the Swiss Financial Market Supervisory Authority (FINMA). As an insurance advisor, you benefit from different compensation models. Besides a base salary, you earn renewal and new business commissions. If you work for a large insurer with a high premium volume, you have the chance to earn an attractive salary. In your role as an insurance advisor, you enjoy complete flexibility. You can work full time, part time, as a main job or on a temporary basis. The starting salary typically averages around CHF 95,000 per year. Find out more here about your gross income as an insurance advisor.

Starting a career as an insurance advisor is best done with a solid foundational education, such as a Federal VET diploma, along with practical experience in the insurance sector. During your professional practice, you'll learn everything you need for your further development. Insurance companies also offer internal training programs, for example, to become an insurance advisor in the field. Holding the VBV Insurance Intermediary Certification is also a good way to be well prepared. Additionally, you have good prerequisites if you complete a two year part time training as an insurance specialist with a Federal VET diploma. Major insurers typically require a degree in economics. As an insurance advisor, it’s important to stay up to date. The insurance industry legally mandates continuing education  of at least 15 hours per year.

As an insurance advisor, you'll find interesting positions in banks, general agencies, and insurance companies. You’re also in demand as an insurance expert in industrial companies. Additionally, associations, organisations, and public administrations hire professionals like you. Are you looking for an attractive position as an insurance advisor? Take a look at our job offers on this page.

People switching careers have excellent chances to get started as insurance advisors. Especially with a background in science or engineering, many doors are open to you. For example, you could begin in risk management or as a claims adjuster. If you're outgoing, you might move into field sales. With several years of professional experience, you could even take on a management position. Through Randstad, you'll also find suitable jobs as a career changer.

As a successful insurance advisor in field sales, you have good career prospects in the back office. There, you might take on the role of team leader for a specific insurance segment. Perhaps you'll develop an interest in other areas within the company. Through further training, you could transition into controlling or marketing. Another option is to pass on your knowledge to the next generation, for example by becoming a trainer with a professional association. With a large client base, you could even start your own business and take over a general agency. Want to develop further as an insurance advisor? Check out our tests and tips.

Insurance advisors provide optimal protection for private individuals and businesses. Market knowledge and industry expertise are essential for that. Other important skills for your success include:

• Strong communication skills: You listen carefully to customers, colleagues, and supervisors. You quickly grasp their wishes and needs. This helps you build trust and position yourself as an expert in insurance solutions. You explain the complex world of insurance to your clients in clear, understandable words.

• Persuasiveness: Whether you're a tied or independent insurance advisor, you're always looking for suitable solutions. You take into account the clients' goals and current situation. Any doubts you dispel with facts and the value for money. You help private individuals and companies make the right decisions. Through your personalized support, you convince them of your competence.

• Capacity to handle stress: As an insurance advisor, you manage several clients at the same time. You're there when they have time, which is usually in the evening or on weekends. Often, there’s pressure to meet deadlines. Sometimes, it gets tough and you feel like giving up. But you accept a 'no' and move on. Thanks to your resilience under stress, you keep going and push through.

• Networks: In your profession, you thrive on networks. Your colleagues at the insurance company keep you informed about new products. Thanks to your excellent personal and professional connections, you quickly stay up to date with market developments. When a new competitor enters the scene, you're among the first to know. You leverage your networks to benefit your clients.

There are many good reasons to work at Randstad as an insurance advisor:

✓ exciting jobs with well known companies
✓ a reliable contact person whenever you need one, personal advice really matters
✓ attractive employment conditions and good social benefits
✓ continuing education courses and personal development opportunities
✓ clear information in the myRandstad app
✓ do you have a fixed term contract? Often, there’s a chance to secure a permanent position afterwards. Many popular companies also recruit their staff directly through Randstad

your professional development budget as an insurance advisor at randstad.

If you work as an insurance advisor for Randstad, you have access to further training courses. As part of the TempTraining program from swissstaffing, you can attend training sessions. You will get the course fees reimbursed later, provided you pass the course exam. Your Randstad advisor is there to support you if you have any questions. This way, you can acquire additional language skills or job specific knowledge all during your working hours as an insurance advisor.

Have you found your dream job as an insurance advisor? It’s not just qualifications and certificates that determine the success of your applications. Careful, error free, and personalized documents will definitely help you in your job search. Here are a few useful tips to improve your chances:

Here you'll find answers to frequently asked questions about the insurance advisor profession.