Bachelor Bank Insurance

The Bank Insurance Bachelor’s degree develops the behavioural skills that are essential for success in the commercial world of finance. You will develop excellent active listening skills and empathy to understand the financial needs of individuals and professionals.

Teamwork and sales simulations strengthen your interpersonal skills and persuasiveness. Learning how to manage customer portfolios develops your organisational skills and your rigour in follow-up. You will also learn to manage the risks and stress associated with commercial objectives, while cultivating an ethical approach that is essential in financial advice.

Yes, the Bachelor’s degree in Banking and Insurance awards a level 6 RNCP n°39875 “Financial Management Manager” title (equivalent to Bac+3), a diploma recognised and certified by the Ministry of Employment and registered on the Répertoire National des Certifications Professionnelles by decision of France Compétences.

This professional certification attests to the quality of the training and skills acquired in the field of banking and insurance. The qualification is awarded by INSEEC Bachelor after validation of the skill blocks and a minimum of 110 effective days in a company. This recognition makes it easier for you to find a job and also allows you to continue your studies in Master of Science (MSc) or Master’s Degree (Grande École Programme) if you so wish.

The Bachelor Bank Insurance benefits from a network of more than 10,000 partner companies, including the main players in the French financial sector. The major banking groups (BNP Paribas, Société Générale, Crédit Agricole, La Banque Postale), mutual insurance companies (Groupama, MAIF, MACIF), insurance companies (AXA, Allianz, Generali) and asset management firms regularly recruit our students for work placements or work-study contracts.

Online banks and neo-banks (Boursorama, Fortuneo) are also looking for profiles trained in digital techniques. The Corporate Relations Department organises job dating events specific to the banking and insurance sector to help you get in touch with these recruiters.

Yes, the programme includes compulsory periods in a company from the first year. The 3ᵉ year can be done on a sandwich course via an apprenticeship or professionalisation contract, with a 3-day/2-day pattern for six months followed by six months full-time in the company.

The school supports you in your search via the Match’Up platform, which lists over 20,000 internship and work-study offers, weekly coaching workshops and monthly job dating events. A minimum of 110 effective days in a company is required in the final year to validate your RNCP qualification.

There are two options for continuing your studies after this Bachelor’s degree. You can join an MSc INSEEC to specialise:

These Bac +5 programmes enable you to acquire cutting-edge expertise and move up to positions of greater responsibility.

You can also join INSEEC’s Grande École programme (Master’s degree) to aim for management positions in the banking sector. The skills you learn in your Bachelor’s degree will help you gain direct admission to these programmes. Continuing your studies is optional, as most of our graduates opt for immediate professional integration, which is very dynamic in the sector.

The school has a dedicated teaching team on hand throughout the year. The tuition and teaching departments will answer all your questions and communicate regularly by email, SMS or WhatsApp about your timetable, exams and student life.

The Corporate Relations & Alumni Department provides specific support in your search for an internship or work-study contract through weekly coaching workshops (CV, interview, pitch, LinkedIn), monthly job dating with partner companies in the banking sector, and access to the Match’Up platform. Business conferences are held regularly to help you refine your career plans and master the codes of the financial sector.

The admission process takes place OFF PARCOURSUP in several transparent stages. First, you submit your application online on the INSEEC website, together with your school reports and CV. Your application will be examined to assess your academic record since the baccalaureate and your motivation for the banking and insurance professions.

If your profile matches, you will sit the admission tests.

Eligibility results are communicated rapidly. Once you have been admitted, the school will help you find a work-linked training placement. Depending on your year of entry, admissions are offered on an initial or sandwich course basis.

The Bank Insurance Bachelor’s degree trains you to market a wide range of financial products for individuals and professionals. You will learn to master savings products, loans, means of payment and banking services, insurance products and investment solutions.

You will also learn about wealth management, tax optimisation and inheritance planning. The banking and insurance marketing courses, combined with the technical skills blocks, will prepare you to advise your future customers effectively on all these financial solutions according to their risk profile.

The digitalisation of customer relations is at the heart of the course. You will develop the technical skills needed to master the CRM (Customer Relationship Management) tools, digital banking platforms and mobile applications used in the sector. The programme teaches consultative sales techniques, analysing customer needs, managing objections and portfolio follow-up.

You will learn to balance the digital relationship with the human relationship that is essential in financial advice. The financial communication modules prepare you to present complex products clearly. Teamwork during professional simulations develops your ability to work with different departments (risk, legal, back-office) to provide optimum customer service.

After a few years’ experience as a Customer Officer or Banking Adviser, there are a number of career paths available in the sector. You could become a branch manager, sales team manager or wealth management adviser for high-end customers.

The blocks of skills acquired will also enable you to move into support roles such as Credit Risk Analyst, Regulatory Compliance Manager, Banking Marketing Officer or Internal Trainer.

It is still possible to go back to school during your career (MSc, Grande Ecole programme) to take up management positions. This is often possible within large banking and insurance groups, which value internal career paths and offer continuing education.