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account manager Verified This job was posted directly by the employer on Job Bank.
Posted on April 11, 2024 by Employer details Atlantic Shield Insurance & Financial Inc.
Job details
Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years. or equivalent experience. Work setting: Urban area. Insurance company. Financial services industry. 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. Computer and technology knowledge: MS Office. Security and safety: Criminal record check. Work conditions and physical capabilities: Fast-paced environment. Attention to detail. Personal suitability: Accurate. Dependability. Efficient interpersonal skills. Judgement. Organized. Due diligence. Experience: 3 years to less than 5 years. Financial benefits: Group insurance benefits. Other benefits: Parking available.- LocationDartmouth, NS
- Salary$56,500YEAR annually / 40 hours per week
- Terms of employment Permanent employmentFull time
- Start date Starts as soon as possible
- Benefits: Financial benefits, Other benefits
- vacancies 1 vacancy
- Source Job Bank #2875497
Overview
Languages
English
Education
- College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
- or equivalent experience
Experience
3 years to less than 5 years
Work setting
- Urban area
- Insurance company
- Financial services industry
Responsibilities
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
Experience and specialization
Computer and technology knowledge
- MS Office
Additional information
Security and safety
- Criminal record check
Work conditions and physical capabilities
- Fast-paced environment
- Attention to detail
Personal suitability
- Accurate
- Dependability
- Efficient interpersonal skills
- Judgement
- Organized
- Due diligence
Benefits
Financial benefits
- Group insurance benefits
Other benefits
- Parking available
Who can apply to this job?
The employer accepts applications from:
- Canadian citizens and permanent or temporary residents of Canada.
- Other candidates with or without a valid Canadian work permit.
Advertised until
2024-07-11
Important notice: This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.
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