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Credit or Loans Officer to Insurance Consultant: what carries over

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Skills you already use in Credit or Loans Officer work

  • Active Listeningcore
  • Attention to Detailcore
  • Complaint Handlingcore
  • Confidentiality and Privacy Compliancecore
  • CRM System Operationcore
  • Customer Needs Assessmentcore
  • Eligibility Assessmentcore
  • Policy Interpretationcore
  • Regulatory and Legislative Awarenesscore
  • Verbal Communicationcore
  • Data Entry and Accuracy
  • Microsoft Office Suite Proficiency
  • Objection Handling
  • Risk Identification
  • Written Communication

What Insurance Consultant roles ask for that Credit or Loans Officer roles do not

  • Claims Processingcore
  • Inbound Call Managementcore
  • Outbound Customer Contact
  • Problem Solving
  • Upselling and Cross-Selling

What may close the gap

These government-listed qualifications may help close the gap.

  • Certificate IV in General Insurance (FNS41422)
  • Certificate IV in Insurance Broking (FNS41720)
  • Diploma of Insurance Broking (FNS51220)
  • Diploma of Personal Injury and Disability Insurance Management (FNS51920)

Source: Jobs and Skills Australia, Training Occupation Pathways dataset, March 2026, version 1.0

Published median pay (Jobs and Skills Australia)

Credit or Loans Officer
A$1,806 a week
Source: ABS Survey of Employee Earnings and Hours, May 2025, customised report.
Insurance Consultant
A$1,501 a week
Source: ABS Survey of Employee Earnings and Hours, May 2025, customised report.

Check your own fit

Credit or Loans Officer: Skills list: Changing Careers, built from the ESCO skills classification.

Insurance Consultant: Skills list: Changing Careers, written by Changing Careers and reviewed by a career coach.