account manager

1 month ago


Dartmouth, Canada Atlantic Shield Insurance & Financial Inc. Full time
  • Education:
  • Expérience: Education
  • College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
  • or equivalent experienceWork setting
  • Urban area
  • Insurance company
  • Financial services industryTasks
  • 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 investmentsComputer and technology knowledge
  • MS OfficeSecurity and safety
  • Criminal record checkWork conditions and physical capabilities
  • Fast-paced environment
  • Attention to detailPersonal suitability
  • Accurate
  • Dependability
  • Efficient interpersonal skills
  • Judgement
  • Organized
  • Due diligenceExperience
  • 3 years to less than 5 yearsFinancial benefits
  • Group insurance benefitsOther benefits
  • Parking available
  • Durée de l'emploi: Permanent
  • Langue de travail: Anglais
  • Heures de travail: 40 hours per week

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