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Account Manager

    account manager - Dartmouth, Canada - Atlantic Shield Insurance & Financial Inc.

    Atlantic Shield Insurance & Financial Inc.
    Atlantic Shield Insurance & Financial Inc. Dartmouth, Canada

    Found in: Talent CA 2 C2 - 1 week ago

    Default job background
    Description
    • Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
    • Experience: 3 years to less than 5 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
    • Financial benefits

    • Group insurance benefits
    • Other benefits

    • Parking available
    • Work Term: Permanent
    • Work Language: English
    • Hours: 40 hours per week

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