目录
简介 Intro
本单元组的经理计划，组织，指挥，控制和评估提供保险、抵押、地产和投资项目的部门或机构的各项活动。一般来讲，他们负责业务发展，必须确保客户达到既定目标。他们受雇于保险公司，房地产公司，股票经纪，投资商，抵押贷款经纪人，安全和商品交易所。
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.
主要职责 Main Duties
保险，房地产和金融经纪经理执行部分或全部下列职责：Insurance, real estate and financial brokerage managers perform some or all of the following duties:
- 保险经理人计划，组织，指挥，控制和评估提供汽车，消防，生命，财产或其他类型的保险服务的机构或部门的运作。
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. - 房地产服务经理计划，组织，指导，控制和评估机构或部门的运作，该机构或部门负责为客户购买，出售和租赁住宅及商业财产。
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 property for clients. - 按揭经纪经理计划，组织，指挥，控制和评估机构或部门的业务，其代表寻求抵押贷款的客户寻找贷款人或贷款机构。
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. - 证券经理人计划，组织，指导，控制和评估代表个人或机构客户买卖投资股票、债券和其他形式投资的机构或部门的运作；管理自己的客户的投资。
Securities managers plan, organize, direct, control and evaluate the operation of an establishment or department that buys and sells stocks, bonds and other forms of investments on behalf of individual or institutional clients; manage the investments of their own clients.
任职要求 Employment Requirements
- 通常需要工商管理，经济学或其他相关领域的大学学位或大专文凭
A university degree or college diploma in business administration, economics or other related field is usually required. - 通常需要多年在适当行业的工作经验
Several years of experience within the appropriate industry are usually required. - 需要持有在适当的服务领域，如房地产，按揭，证券或保险等行业的营业执照。
Licensure appropriate to the service sold, such as real estate, mortgage, securities or insurance, may be required. - 保险业中公认的专业资格证。
In the insurance industry, a recognized professional designation is usually required. - 在保险行业，通常需要公认的专业资格。In the insurance industry, a recognized professional designation is usually required.
所有职称 All Titles
- 债券销售经理 Bond sales manager
- 保险分公司经理 Branch manager – insurance
- 经纪经理-投资 Brokerage manager – investments
- 业务发展经理 – 损害保险 Business development manager – damage insurance
- 商业线客户经理 Commercial lines account manager
- 佣金经纪经理 – 投资 Commission brokers manager – investments
- 大宗商品交易经理 Commodities trading manager
- 金融经纪经理 Financial brokerage manager
- 期货研究经理 Futures research manager
- 期货研究服务经理 Futures research services manager
- 粮食贸易经理 Grain trading manager
- 保险福利执行董事 Insurance benefits executive director
- 保险理赔服务经理 Insurance claims service manager
- 保险经理 Insurance manager
- 保险董事总经理 Insurance managing director
- 保险区域经理 Insurance regional manager
- 保险销售大区经理 Insurance sales district manager
- 保险销售经理 Insurance sales manager
- 投资总监-金融经纪 Investment director – financial brokerage
- 投资经理 Investment manager
- 投资经理-金融经纪 Investment manager – financial brokerage
- 租赁经理 – 房地产 Leasing manager – real estate
- 负债交易经理 Liability trading manager
- 抵押贷款经纪人经理 Mortgage broker manager
- 共同基金经理 – 金融经纪 Mutual funds manager – financial brokerage
- 石油研究经理-证券 Petroleum research manager – securities
- 房地产经纪人主管 Real estate agents managing supervisor
- 房地产分公司经理 Real estate branch manager
- 纤手 Real estate broker
- 房地产开发商 Real estate developer
- 房地产全国销售经理 Real estate national sales manager
- 房地产办公室经理 Real estate office manager
- 房地产销售大区经理 Real estate sales district manager
- 房地产销售经理 Real estate sales manager
- 房地产销售总经理 Real estate sales managing director
- 物业服务经理 Real estate service manager
- 证券及投资经理 Securities and investment manager
- 证券经理 Securities manager
- 证券研究总监 Securities research director
- 证券研究经理 Securities research manager
- 证券销售总监 Securities sales director
- 交易大厅经理 Trading floor manager
- 承保部经理 Underwriting department manager
不包括职称 Exclusions
- 高级管理人员 – 财务，通信和其他商业服务 Senior managers – financial, communications and other business services [00012]
- 财务经理 Financial managers [10010]
- 广告，市场营销和公共关系经理 Advertising, marketing and public relations managers [10022]
- 银行，信贷和其他投资经理 Banking, credit and other investment managers [10021]
- 其他商务服务经理 Other business services managers [10029]