0121 保险，房地产和金融经纪经理 Insurance, real estate and financial brokerage managers 

保险，房地产和金融经纪经理计划，组织，指挥，控制和评估提供保险、抵押、地产和投资项目的部门或机构的各项活动。一般来讲，他们负责业务发展，必 须确保客户达到既定目标。他们受雇于保险公司，房地产公司，股票经纪，投资商，抵押贷款经纪人，安全和商品交易所。 
Insurance, real estate and financial brokerage managers plan, organize, direct, control and evaluate the activities of departments or establishments that provide insurance, mortgage, real estate and investment services. They are generally responsible for business development and must ensure that their group reaches performance levels related to established objectives. They are employed by insurance companies, real estate firms, stockbrokers, investment dealers, mortgage brokers and security and commodity exchanges. 

0121 保险，房地产和金融经纪经理头衔范例 Example Titles

债券销售经理 bond sales manager

经纪经理 - 投资 brokerage manager – investments

商品交易经理 commodities trading manager

金融经纪经理 financial brokerage manager

保险理赔服务经理 insurance claims service manager

保险经理 insurance manager

投资经理 - 金融经纪 investment manager – financial brokerage

按揭经纪经理 mortgage broker manager

房地产服务经理 real estate service manager

证券销售总监 securities sales director

交易大厅经理 trading floor manager 

 0121 保险，房地产和金融经纪经理主要职责 Main duties

保险，房地产和金融经纪经理执行部分或全部下列职责：Insurance, real estate and financial brokerage managers perform some or all of the following duties: 

保险经理人计划，组织，指挥，控制和评估提供汽车，消防，生命，财产或其他类型的保险服务的机构或部门的运作。

Insurance managers plan, organize, direct, control and evaluate the operations of an establishment or department that provides automobile, fire, life, property or other types of insurance services. 

房地产服务经理计划，组织，指导，控制和评估机构或部门的运作，该机构或部门负责为客户购买，出售和租赁住宅及商业财产。

Real estate service managers plan, organize, direct, control and evaluate the operations of an establishment or department that buys, sells and leases residential and commercial property for clients. 

按揭经纪经理计划，组织，指挥，控制和评估机构或部门的业务，其代表寻求抵押贷款的客户寻找贷款人或贷款机构。

Mortgage broker managers plan, organize, direct, control and evaluate the operations of an establishment or department that finds lenders or lending institutions on behalf of clients seeking a mortgage. 

证券经理人计划，组织，指导，控制和评估代表个人或机构客户买卖投资股票、债券和其他形式投资的机构或部门的运作；管理自己的客户的投资。

Securities managers plan, organize, direct, control and evaluate the operation of an establishment or department that buys and sells stocks, bonds and other forms of investments on behalf of individual or institutional clients; manage the investments of their own clients. 

0121 保险，房地产和金融经纪经理任职要求 Employment requirements

通常需要工商管理，经济学或其他相关领域的大学学位或大专文凭

A university degree or college diploma in business administration, economics or other related field is usually required.

通常需要多年在适当行业的工作经验

Several years of experience within the appropriate industry are usually required. 

需要持有在适当的服务领域，如房地产，按揭，证券或保险等行业的营业执照。

Licensure appropriate to the service sold, such as real estate, mortgage, securities or insurance, may be required. 

保险业中公认的专业资格证。

In the insurance industry, a recognized professional designation is usually required.   

0121 保险，房地产和金融经纪经理附加信息 Additional information 

在该组的不同类型的管理者之间不可从事相互的工作。

There is no mobility between the different types of managers in this unit group. 

晋升方向是具备经验的高级管理职位。

Progression to senior management positions is possible with experience. 
 

0121 保险，房地产和金融经纪经理其他分类 Classified elsewhere 

广告，市场营销和公共关系经理 Advertising, marketing and public relations managers 0124(0124)

银行，信贷和其他投资经理 Banking, credit and other investment managers 0122(0122)

财务经理 Financial managers 0111(0111)

其他商务服务经理 Other business services managers 0125(0125)

高级管理人员 - 财务，通信和其他商业服务 Senior managers - financial, communications and other business services 0013(0013)

0121 保险，房地产和金融经纪经理职称头衔 All titles

债券销售经理 bond sales manager

分公司经理 - 保险 branch manager – insurance

分公司经理，房地产 branch manager, real estate

经纪经理 - 投资 brokerage manager – investments

业务发展经理 - 伤害保险 business development manager – damage insurance

期货经纪经理 - 投资 commission brokers manager – investments

商品交易经理 commodities trading manager

区域经理，保险销售 district manager, insurance sales

区域经理，房地产销售 district manager, real estate sales

区域销售经理，房地产 district sales manager, real estate

金融经纪经理 financial brokerage manager

期货研究部经理 futures research manager

期货研究服务部经理 futures research services manager

谷物贸易经理 grain trading manager

保险福利执行董事 insurance benefits executive director

保险理赔服务经理 insurance claims service manager

保险经理 insurance manager

保险董事总经理 insurance managing director

保险区域经理 insurance regional manager

保险销售区经理 insurance sales district manager

保险销售经理 insurance sales manager

投资总监 - 金融经纪 investment director – financial brokerage

投资经理 - 金融经纪 investment manager – financial brokerage

租务经理 - 房地产 leasing manager – real estate

负债贸易经理 liability trading manager

经理，保险销售 manager, insurance sales

经理，租赁 - 房地产 manager, leasing – real estate

经理，负债交易 manager, liability trading

经理，抵押贷款经纪人 manager, mortgage brokers

经理，石油研究 - 证券 manager, petroleum research – securities

房地产公司经理， manager, real estate office

经理，房地产销售 manager, real estate sales

经理，证券及投资 manager, securities and investment

经理，交易大厅 manager, trading floor

承保部门经理， manager, underwriting department

保险董事总经理， managing director, insurance

董事总经理，房地产销售 managing director, real estate sales

常务监事，地产代理 managing supervisor, real estate agents

按揭经纪经理 mortgage broker manager

共同基金经理 - 金融经纪 mutual funds manager – financial brokerage

全国销售经理，房地产 national sales manager, real estate

石油研究经理 - 证券 petroleum research manager – securities

地产代理管理主管 real estate agents managing supervisor

地产分行经理 real estate branch manager

房地产开发商 real estate developer

房地产全国销售经理 real estate national sales manager

房地产公司经理 real estate office manager

房地产销售区域经理 real estate sales district manager

房地产销售经理 real estate sales manager

房地产销售董事总经理 real estate sales managing director

房地产服务经理 real estate service manager

经纪人 realtor

研究部主任，证券 research director, securities

销售经理，保险 sales manager, insurance

证券及投资经理 securities and investment manager

证券经理 securities manager

证券研究总监 securities research director

证券研究部经理 securities research manager

证券销售总监 securities sales director

交易大厅经理 trading floor manager

承销部门经理 underwriting department manager