account managerFRC ENTERPRISES INC. • Surrey, BC, CA

account manager

FRC ENTERPRISES INC. • Surrey, BC, CA

Il y a 5 jours

Type de contrat

Permanent

Description de poste

Education :

Expérience :

Education

Secondary (high) school graduation certificate
or equivalent experience

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

Experience

1 year to less than 2 years

Employment terms options

Shift
Morning
Day
Overtime available

Health benefits

Dental plan
Durée de l'emploi : Permanent
Langue de travail : Anglais
Heures de travail : 40 hours per week

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Account manager • Surrey, BC, CA

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