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职业介绍

222113 保险经纪人 Insurance Broker

来自:admin
222113: 保险经纪人 INSURANCE BROKER SKILL LEVEL 2MLTSSLMedium and Long-term
  • 职业综述
  • 州担保详情
  • ANZSCO代码和职业描述
  • 职业类别

    222113: 保险经纪人 INSURANCE BROKER SKILL LEVEL 2

    MLTSSLMedium and Long-term Strategic Skills List
    STSOLShort-term Skilled Occupation List
    ROLRegional Occupation List
    GENERAL SKILLED VISA 189              无资格

    Assessing Authority:     VETASSESS

    StateCapitalVisa subclass 190Visa subclass 491
    ACTAustralian Capital TerritoryCanberraYes Yes
    NSWNew South WalesSydney
    Yes 
    NTNorthern TerritoryDarwinYesYes
    QLDQueensland (Offshore list)Brisbane

    SASouth AustraliaAdelaideYesYes
    TASTasmania (Category 1)HobartYes      Yes     
    VICVictoriaMelbourne Yes      Yes  
    WA

    Western Australia

    (General stream)

    Perth

     

    Yes:有资格Occupation may be Eligible

    Yes:补充技术清单或特殊情况适用的职业  Occupation in the "Supplementary Skilled List" or "Special Conditions Apply"

    Yes:职业不在"State Occupation List"或职业状态为“Closed”,但若满足条件仍有机会申请

    ?:点击州担保详情查看详情


    222113保险经纪人职业描述 Job description

    作为一名独立的代理人,为各种保险公司,卖人寿,火灾,事故意外,工业劳动保险。需要注册或许可证。

    Operates as an independent agent to sell life, fire, accident, industrial or other forms of insurance for a range of insurance companies. Registration or licensing may be required.

     

    222113保险经纪人技术等级 Skill level

    保险经纪人的技能等级为2(ANZSCO Skill Level 2 )

     

    222113保险经纪人所属职业列表

    Short-term Skilled Occupation List

     

    222113保险经纪人澳洲技术移民职业评估 Skills assessment authority

     VETASSESS  - 澳洲普通职业类职业评估 Vocational Education and Assessment Services;评估不需要雅思,评估有效期为3年。

     

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    2221金融证券师

    ANZSCO 2221 金融证券师职责概述
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    ANZSCO 2221 金融证券师技能要求 Indicative Skill Level
    • 此类别的多数职业要求以下学历和经验:Most occupations in this unit group have a level of skill commensurate with the qualifications and experience outlined below.
    • 澳大利亚 In Australia:
    • 澳大利亚学历体系下的大专学历, 毕业文凭和毕业文凭.AQF Associate Degree, Advanced Diploma or Diploma (ANZSCO Skill Level 2)
    • 新西兰 In New Zealand:
    • 新西兰体系下的大专水平(2级技术水平)至少3年的相关工作经验可以取代正式的学历要求。在一些情况下,除了正式的学历要求,同样需要相关的工作经验和/或在职培训经历。NZ Register Diploma (ANZSCO Skill Level 2)At least three years of relevant experience may substitute for the formal qualifications listed above. In some instances relevant experience and/or on-the-job training may be required in addition to the formal qualification.Registration or licensing may be required.

    ANZSCO 2221 金融证券师主要职责 Tasks Include
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    • 协商商品的购买和销售,如谷物,羊毛,矿物和金属产品 negotiating the purchase and sale of commodities such as grains, wool, minerals and metals
    • 决定客户特殊的金融和保险需求,调查和审查可行的金融和保险产品以满足客户需求 determining the specific financial and insurance requirements of clients, and researching and reviewing available finance and insurance products for suitability to meet clients' requirements
    • 分析客户的财务状况,讨论金融期权并制定财务政策 analysing clients' financial status, discussing financial options and developing financial strategies
    • 推荐满足客户需求的贷款组合 recommending loan combinations that meet clients' needs
    • 与潜在的客户面谈以说明保险政策条件,保险范围,保险费率和收益,对保险数额和范围进行建议 interviewing prospective clients to explain insurance policy conditions, risks covered, premium rates and benefits, and to make recommendations on the amount and type of cover
    • 通过银行,贷款人,融资人和保险公司为客户准备保险,住房代理抵押和其他金融产品 arranging insurance, home loan mortgages and other types of finance for clients through banks, lenders, financiers and insurance companies
    • 准备能够体现金融条件,还款和贷款日期的相关文件 preparing documents which set out the conditions of finance, repayments and loan periods
    • 对客户保险重要的风险变化进行鉴别和建议 identifying and advising on significant risk changes to clients' insurance
    • 代理综合和商务租赁,设备融资,商业融资,项目融资以及资产开发金融 broking complex and commercial leases, equipment finance, commercial finance, project finance and finance for property developers


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