This one-year, in alternating, after a BTS or a Bac +2, is attached to the CFA of St Paul-Bourdon-Blanc in Orléans and in partnership with the ESA of Paris.
The European level 6 Head of Insurance & Banking Clients professional certification is aimed at future insurance and banking professionals. This title focuses on the relational and commercial approach that the alternant will acquire through practical exercises. It makes it possible to practise the profession by possessing the essential fundamentals of insurance and banking in order to cover all the needs of customers, both in the field of guarantees of their property and their responsibilities, and of the investment of their savings. 24 places are available for this year in alternance, in Bachelor CCAB at the top pole Sainte Marguerite in Chambray les Tours.
Hold a BTS or Bac +2.
- Ability to work in a team environment
- Have interpersonal skills
- Organizational skills and a sense of responsibility
- Focus on insurance and personal protection activities.
Admission on file, interview, holder of a Bac +2.
Our journey terms
Duration of formation
- from September to August,
- 532 hours of training at the top pole Ste Marguerite
Type of contract
1 to 3 weeks in a company or at the top pole Ste Marguerite (UFA)
Free for the alternants.
Support is provided by FRANCE COMPÉTENCES and managed by the skills operator (OPCO)
Number of participants
24 students maximum
Diversified training offering
Anchored in professional reality
Local and international partnerships
Skills block 1
Organize your business prospecting activity as part of your Bank insurance products and/or services with a targeted clientele.
Skills block 2
Welcome, inform and analyze the client’s context and needs.
Skills block 3
Advice and sale of services adapted to clients in insurance and banking.
Skills block 4
Loyalty and development of the client portfolio in a principle of continuous improvement.
Skills block 5
TOEIC (800 pts)
Présentation du pôle supérieur Ste Marguerite en vidéo.
Outline of studies
- General Insurance Agent
- Insurance broker.era
- Account Manager in an insurance company
- Account manager in a network bank
- Professional Banking Advisor
- Personal banking adviser
Journée Portes Ouvertes – janvier
Samedi 27 janvier 2024, 9h30-12h30, 1 rue Horizon Vert – Chambray
Samedi 14 octobre 2023, 10h-17h, palais des congrès Vinci de Tours, stand 49
Rencontre avec le concepteur du nouvel espace SFDA.lab
Entretien avec Benjamin HENRY, architecte…
Pourquoi avoir choisi le bachelor CCAB ?
Interview croisée avec Charlotte et Marie qui suivent…
2 semaines de stage obligatoires en 1re année et 12 semaines de stage en 2e année.