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Financial and Insurance Brokers nec

Clerical and Administrative WorkersUsually a diploma or similar, or several years of experience

What the work is

This is the official catch-all entry for financial and insurance brokers not listed separately. Tasks vary, so look at the related occupations below for what similar work involves.

Try it

A simulation and a case study from this kind of work, set in a small broking office that arranges home loans and business insurance. They are fictional.

The kind of days you could have

Good days

  • A client finds a better deal because you searched the whole market
  • A small business owner thanks you for spotting a gap in their cover
  • A negotiation with a lender goes your client's way

Hard days

  • A client wants something you are not sure is right for them
  • A form is almost done and one missing detail stalls the whole thing
  • Explaining a long and boring document to someone who just wants a yes

Written by Career Calling as a general guide. Real roles vary by employer and place.

Work a mission

Step into a simulated workplace in this field, with a brief from your manager.

Description and tasks: Australian Bureau of Statistics, Occupation Standard Classification for Australia, 2024, Version 1.0 (opens another site), occupation 531399, used under a Creative Commons Attribution 4.0 licence. The skill guide above is our plain English summary.