Seminar for Traders (male, female, diverse) focusing on insurance and financial investment training
The Sparkassen-Finanzgruppe is set to kick off a comprehensive two-and-a-half-year dual training program for Insurance and Finance Brokers (m/f/d), starting on August 1st, 2026. This opportunity promises a solid foundation for a successful career in the financial services sector, particularly in the role of an insurance and finance broker.
The training will be a mix of practical and theoretical learning, taking place in a Sparkasse branch (for example, Sparkasse Nordschwaben) and at the Versicherungskammer Bayern, with supplementary internal instruction in Munich[1].
The training content will focus on insurance-related tasks, with a strong emphasis on customer service, advice, and sales of insurance products. Candidates will also gain knowledge in account management, payment transactions, capital investments, and credit deals[1].
Theory will be covered through a school curriculum that includes topics such as insurance types, social studies, economics, and other general educational subjects[1]. In addition, there will be internal training sessions focused on sales and advisory skills.
This training program is designed to provide a comprehensive preparation for the future tasks as an insurance and finance advisor, combining theoretical knowledge with practical experience and fostering customer relations. It serves as a solid foundation for a career within the Sparkassen-Finanzgruppe and the insurance provider Versicherungskammer Bayern[1].
Furthermore, depending on the Sparkasse, there will be additional in-house training courses and workshops (such as IHK courses, e-learning, and specialist seminars) to ensure a thorough preparation for exams and professional development[2].
Key features of the training program include: - Duration: 2.5 years - Location: Sparkasse and Versicherungskammer Bayern (internally: Munich) - Focus: Customer service, advice, and sales of insurance products - Subjects: Insurance, finance, account management, payment transactions, capital investments - Theory: School curriculum (insurance types, social studies, economics) - Additional qualifications: Internal training, sales and advisory training
This training program within the Sparkassen-Finanzverbund is considered a solid basis for a successful career as an insurance and finance broker, as well as for further career paths in the financial services industry[1][2].
Interested candidates can apply directly for the training program, which is now open for applications. Versicherungskammer Bayern, the provider of the training, boasts a long history and strong core values, having been in existence for over 200 years.
The duration of the training for the Insurance and Finance Broker position varies between 2.5 and 3 years, depending on the school leaving certificate. The training offers the opportunity to work as a specialist in insurance within the Sparkassen Distribution, and comes with above-average salaries.
Upon successful completion of the training, there is a guaranteed takeover by Versicherungskammer Bayern. The mission of Versicherungskammer Bayern is centered around appreciation, security, and growth. The training will take place with a modern insurer in Germany, known to be the second oldest.
The training program offered by the Sparkassen-Finanzgruppe and Versicherungskammer Bayern equips candidates with a solid foundation in education, particularly in insurance, finance, account management, and business, preparing them for successful careers as insurance and finance brokers. This comprehensive training, inclusive of theoretical knowledge, practical experience, and additional qualifications, serves as a stepping stone for further career advancements within the financial services industry.
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