Account Manager
Calgary, AB, CA, Canada
Job Description
Education: Experience:
Education
-------------College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
Work setting
----------------Insurance company
Tasks
---------Identify clients' financial goals and objectives Analyze clients' financial records Develop financial plans for clients Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning Arrange for sale of financial products and investments
Area of specialization
--------------------------Wealth management
Experience
--------------2 years to less than 3 years
Green job
-------------Involves duties and responsibilities that lead to positive environmental outcomes
Health benefits
-------------------Health care plan
Financial benefits
----------------------Group insurance benefits Duree de l'emploi: Permanent Langue de travail: Anglais * Heures de travail: 32 to 40 hours per week
Beware of fraud agents! do not pay money to get a job
MNCJobz.com will not be responsible for any payment made to a third-party. All Terms of Use are applicable.
Related Jobs
Job Detail
-
Job IdJD2752115
-
IndustryNot mentioned
-
Total Positions1
-
Job Type:Full Time
-
Salary:Not mentioned
-
Employment StatusPermanent
-
Job LocationCalgary, AB, CA, Canada
-
EducationNot mentioned