Occupational Profiles

This group performs some or all of the following duties:
 

Insurance managers

• Plan, organize, direct, control and evaluate the operations of an establishment or department that provides automobile, fire, life, property or other types of insurance services.

Real estate service managers

• Plan, organize, direct, control and evaluate the operations of an establishment or department that buys, sells and leases residential and commercial properties for clients.

Mortgage broker managers

• Plan, organize, direct, control and evaluate the operations of an establishment or department that finds lenders or lending institutions on behalf of clients seeking a mortgage.

Securities managers

• Plan, organize, direct, control and evaluate the operations of an establishment or department that buys and sells stocks, bonds and other forms of investments on behalf of individual or institutional clients and manage the investments of their own clients.

• A university degree or college diploma in business administration, economics or other related field is usually required.
• Several years of experience within the appropriate industry are usually required.
• Licensure appropriate to the service sold, such as real estate, mortgage, securities or insurance, may be required.
• In the securities and investment industries, a recognized financial designation may be required (CFA, CFP, CIM or others).
• In the insurance industry, a recognized professional designation is usually required.