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Ausbildung career

Commercial Clerk for Insurance and Financial Investments Ausbildung in Germany

German name: Kaufmann/-frau - Versicherungen und Finanzanlagen

This recognized 3-year vocational training program prepares you for a career in the insurance and financial industry. You will learn to comprehensively advise clients and offer them suitable products in the areas of insurance and financial investments. The training takes place within the industrial and commercial sector.

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What you do

  • Advise clients on insurance and financial products
  • Analyze client needs and create individual offers
  • Process contract conclusions and clarify client inquiries
  • Record and process claims
  • Maintain client relationships and acquire new clients
  • Monitor financial markets and product developments
  • Document and manage client data

Requirements

  • Good secondary school leaving certificate (Realschulabschluss) or Abitur
  • Interest in economic contexts and financial topics
  • Strong communication skills and enjoyment of customer contact
  • Analytical thinking and numerical understanding
  • Sense of responsibility and accuracy
  • Very good German language skills (at least B2 level)
  • Basic knowledge of MS Office

Career prospects

  1. 1Specialization in specific insurance or financial areas
  2. 2Further training to become a specialist in insurance and finance (Fachwirt)
  3. 3Advancement to leadership positions in sales or customer advisory
  4. 4Self-employment as an insurance or financial broker
  5. 5Studies in related fields (e.g., Business Administration with a focus on Finance)

Open positions

There are no open positions in this career right now. New positions come in several times a day.

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Frequently asked questions

Answers from our data on salary, length, German level and open positions.

How much do you earn in a Commercial Clerk for Insurance and Financial Investments Ausbildung in Germany?

Usually 900 to 1,200 € a month. Pay rises with each year of training; the company sets the exact amount.

What German level do I need for a Commercial Clerk for Insurance and Financial Investments Ausbildung?

Usually B2 German is enough. It is a guideline: some companies ask for more, some accept less.

What are the requirements for a Commercial Clerk for Insurance and Financial Investments Ausbildung?

Good secondary school leaving certificate (Realschulabschluss) or Abitur; Interest in economic contexts and financial topics; Strong communication skills and enjoyment of customer contact; Analytical thinking and numerical understanding.

Where can I find open Commercial Clerk for Insurance and Financial Investments Ausbildung positions?

There are no open positions right now. New positions come in several times a day.

How to apply as a Commercial Clerk for Insurance and Financial Investments

Create your German CV, no account needed. Then apply to one of the open positions.

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Career information is based on BERUFENET by the Federal Employment Agency.