The former does not require any certificates, and the latter may.
It may be necessary, that is, to enter a life insurance company or insurance agency, you must hold a certificate prescribed by the state, which is the so-called "agent qualification certificate". 60 yuan is added to the examination registration fee, and 5 yuan is the certificate fee.
If you join a property insurance company, and this company has its own direct sales department (I am in the direct sales department), you can go to the department. Because you are an internal employee of this insurance company.
Judging from your situation, you should be sent by a life insurance company or an agency. They must want a certificate.
According to the Regulations of China Insurance Regulatory Commission on the Administration of Insurance Salespersons and the Interim Measures for Continuing Education of Insurance Intermediary Practitioners, all holders of insurance qualification certificates need to attend continuing education every year, and must reach the required class hours. On the basis of pilot work in previous years, our province has gradually explored a continuing education model suitable for our province. By the decision of our bureau, we will continue to educate all holders of insurance qualification certificates in the province. The relevant matters are hereby announced as follows.
First, the object of continuing education
Insurance qualification certificate refers to insurance agent qualification certificate, insurance broker qualification certificate and insurance assessor qualification certificate. Qualification certificate holders include the following categories:
(1) Insurance salesmen;
(2) Holders of insurance institutions;
(3) Holders of insurance brokerage institutions;
(4) Holders of insurance assessment institutions;
(5) the holder of the insurance agency;
(6) Other certified personnel.
Second, the requirements of the times and educational content of continuing education
According to relevant regulations, insurance qualifications certificate holders receive at least 36 hours of continuing education every year, including at least 12 hours of insurance legal knowledge, professional ethics and integrity education. Continuing education, as a continuous, compulsory and normative system, will be carried out every year in the future. At present, the content of continuing education in our province is mainly "Continuing Education Reader for Insurance Intermediary Practitioners". With the continuous advancement of the continuing education system, the new content will continue to increase.
Third, continuing education institutions.
At present, there are three training institutions with continuing education and training qualifications in our province: Heilongjiang Insurance Industry Association, Heilongjiang Radio and TV University and Heilongjiang Tianyu Culture Investment Co., Ltd. The continuing education and training certificates issued by the above three training institutions are recognized by the Insurance Regulatory Bureau and can be used as an effective basis for renewing the qualification certificates.
Fourth, the choice of continuing education institutions.
According to the actual situation of insurance industry in our province, different continuing education institutions can be selected for different insurance qualifications certificate holders.
(1) The holders of insurance agencies, insurance brokerage institutions and insurance assessment institutions and other holders are relatively few in number and widely distributed, and the continuing education institution designated by the Insurance Regulatory Bureau is the Insurance Industry Association of Heilongjiang Province. The above-mentioned personnel should receive training and assessment in the designated educational institutions.
(2) All insurance salesmen are organized by insurance companies, and they can choose the above three training institutions for continuing education and training. The training certificates have the same effect.
(3) All the holders of part-time insurance agencies shall attend continuing education in the nearest insurance company with agency relationship, and participate in training and assessment together with the insurance salesmen of the company. All insurance companies should take the initiative to do a good job in the organization, registration, training and continuing education assessment of insurance agencies that have agency relations with the company.
Verb (abbreviation of verb) the way of continuing education
According to the different situations of economic, social and insurance development in different parts of our province, and the different needs of employees in different insurance institutions, different regions and different levels for continuing education, the continuing education work in our province is carried out in accordance with the principle of "adjusting measures to local conditions, making overall plans, being flexible and diverse, and paying attention to practical results". The training method adheres to the "three combinations", that is, the combination of centralized training and decentralized learning, the combination of classroom training and autonomous learning, and the combination of organizational training and spontaneous organizational learning. The assessment method mainly adopts the unified examination in the whole province for a period of time. Please refer to the work arrangement of the training institution for specific matters.
Regulatory policy requirements for intransitive verbs
After obtaining the insurance qualifications certificate, the holder of the qualification certificate must meet the requirements for receiving continuing education every year. Participating in continuing education is an important condition for insurance qualification certificate holders to apply for renewal of qualification certificates. If the holder fails to participate in continuing education every year or participates in continuing education for less than the prescribed number of hours, the training institution shall not issue a training certificate. When the qualification certificate expires and needs to be renewed, the annual examination of the continuing education qualification certificate is one of the elements of renewing the qualification certificate. Without obtaining the qualification certificate of continuing education and training, the qualification certificate holder shall not be renewed.
Seven, the qualification certificate is divided into two situations.
(1) The holder whose qualification certificate expires before August 3, 20081,the training time is from May to the end of July, 2008, and the study time is consciously and appropriately extended. After passing the examination, the qualification certificate will be renewed in the provincial insurance industry association from September 1 day to June 1 day, 2008. And will participate in continuing education and training every year and obtain the training certificate of that year. I will participate in continuing education every year according to the work arrangement of the training institution in that year.
(2) For the holders whose qualification certificate expires after September 1 2008, the training time in 2008 is from May to the end of July 2008. Get this year's training certificate after passing the exam, and then participate in continuing education and training every year and get the training certificate of that year. Every year, I will participate in continuing education according to the work arrangement of the training institution in that year. According to the validity period of the qualification certificate, the holder will renew the qualification certificate in the provincial insurance industry association in March 1 to 3 1, June 1 to 30, September 1 to 3 1 and February 1.
Eight. any other business
(1) If the contents of the Notice on Continuing Education of Insurance Intermediary Practitioners (Heibao Jianfa [2007] No.202) issued by the Insurance Regulatory Bureau in 2007 are inconsistent with the contents of this announcement, the contents of this announcement shall prevail.
(2) Individuals who hold two or more qualification certificates only need to attend continuing education once a year, reach the required class hours, pass the examination and obtain a training certificate. As for the continuing education of which qualification certificate to participate, the holder can choose by himself.
Nine. job requirement
(a) all insurance companies and insurance intermediaries should carefully organize and carry out the continuing education of all certified personnel in their own units to ensure the smooth progress of this work.
(two) the provincial insurance industry associations should give full play to the role of organization, coordination, communication and service. While doing a good job in the continuing education and training tasks undertaken by the unit, we should also properly handle the connection between the continuing education of certified personnel and the renewal of qualification certificates.
(3) The majority of certified personnel should fully understand the important role and practical significance of continuing education, actively participate in all kinds of study and training, conscientiously complete the annual study tasks, and adapt to the new situation of the continuous development of the insurance industry.
(4) Continuing education is a systematic work involving a wide range and deep influence. It is hoped that all units will make joint efforts to make the continuing education of the insured in our province meet the regulatory requirements and promote it.
Further reading: How to buy insurance, which is good, and teach you how to avoid these "pits" of insurance.