Printable version

Insurance, Real Estate and Financial Brokerage Managers (0121)

Job titles

Nature of work

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.

Fields of interest

  • Crunching numbers
  • Managing, organizing, administrating
  • Working in sales and customer service
  • Writing, working in communications and information

Main duties

  • Insurance, real estate and financial brokerage managers perform 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 property 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 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.

Main characteristics of the occupation

These headings are provided for the following occupation(s) :

Employment requirements

  • * 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 insurance industry, a recognized professional designation is usually required.

Skill type

  • Management occupations

Skill level

  • Management

More information

  • * There is no mobility between the different types of managers in this unit group.
  • * Progression to senior management positions is possible with experience.

Job titles - Classified elsewhere