Account Manager

Job requirements
Languages
English

Education
Bachelor's degree

Experience
2 years to less than 3 years

Work setting
Insurance company
Personal suitability
Accurate, Dependability, Efficient interpersonal skills, Excellent oral communication, Excellent written communication, Initiative, Interpersonal awareness, Judgement, Organized, Team player
Tasks
Identify clients' financial goals and objectives, Supervise staff, 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, Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
Work conditions and physical capabilities
Attention to detail