10020

Classification

Business, finance & administration

1 › 10 › 100 › 1002

Definition

Insurance, real estate and financial brokerage managers plan, organize, direct, control and evaluate the activities of departments or establishments that provide insurance, mortgage, real estate and investment services. They are generally responsible for business development and must ensure that their group reaches performance levels related to established objectives. They are employed by insurance companies, real estate firms, stockbrokers, investment dealers, mortgage brokers and security and commodity exchanges.

Main duties

• 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.

Example job titles