OSCA 531 金融服务、保险工作者和经纪人 | Financial Services and Insurance Workers and Brokers
澳大利亚 OSCA 次要组 531 金融服务、保险工作者和经纪人（Financial Services and Insurance Workers and Brokers）是技能等级 2-4 的职业，负责提供广泛的金融服务，包括提供建议和准备保险、贷款、投资、现金对账和金融辅助规划，进行保险调查和评估，以及经纪金融销售和采购。
| OSCA | 澳大利亚标准职业分类架构 |
|---|---|
 职业类别 |
金融服务、保险工作者和经纪人 Financial Services and Insurance Workers and Brokers |
 OSCA 代码 |
531 |
 技能等级 |
Level 2-4 |
 学历等级 |
技能等级2：AQF副学士学位、高级文凭或文凭；技能等级3：AQF三级证书，包括至少两年在职培训，AQF四级证书；技能等级4：AQF二级证书、AQF三级证书 |
职业定义
提供广泛的金融服务，包括提供建议和准备保险、贷款、投资、现金对账和金融辅助规划，进行保险调查和评估，以及经纪金融销售和采购
资格要求（技能等级）
技能等级 2：
AQF副学士学位、高级文凭或文凭
或至少 三年相关工作经验
技能等级 3：
AQF三级证书，包括至少两年在职培训
AQF四级证书
或至少 三年相关工作经验
技能等级 4：
AQF二级证书、AQF三级证书
或至少 一年相关经验
单元组（6个）
| 代码 | 中文名称 | 英文名称 |
|---|---|---|
| 5311 | 银行官员 | Bank Officers |
| 5312 | 信贷和贷款官员 | Credit and Loans Officers |
| 5313 | 金融和保险经纪人 | Financial and Insurance Brokers |
| 5314 | 保险顾问 | Insurance Consultants |
| 5315 | 保险调查员、理赔员和风险测量师 | Insurance Investigators, Loss Adjusters and Risk Surveyors |
| 5319 | 其他金融服务、保险工作者和经纪人 | Other Financial Services and Insurance Workers and Brokers |
Australia Occupational Standard Classification for Australia (OSCA)
Code: 531
Title: Financial Services and Insurance Workers and Brokers
Skill Level: 2-4
Overview
Provide a wide range of financial services including providing advice and preparing insurance, loans, investments, cash reconciliation and financial paraplanning, conducting insurance investigations and assessments, and brokering financial sales and purchases.
OSCA skill level
The occupations in this minor group have a skill level corresponding to the qualifications and experience below.
- Skill Level 2: AQF Associate Degree, Advanced Diploma, Diploma, or at least three years of relevant experience
- Skill Level 3: AQF Certificate III including at least two years of on-the-job training, AQF Certificate IV, or at least three years of relevant experience
- Skill Level 4: AQF Certificate II, AQF Certificate III, or at least one year of relevant experience
Subcategories
5311 Bank Officers
5312 Credit and Loans Officers
5313 Financial and Insurance Brokers
5314 Insurance Consultants
5315 Insurance Investigators, Loss Adjusters and Risk Surveyors
5319 Other Financial Services and Insurance Workers and Brokers