The Portfolio Manager reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Being a Portfolio Manager monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Portfolio Manager may manage a team of portfolio manages. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Being a Portfolio Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as a Portfolio Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
Job Title: Insurance Sales Manager
Company: Koch Protect Insurance
Location: Acton Toyota of Littleton and Koch Rt2 in Lancaster (On-site)
About Us:
Koch Protect Insurance is a reputable insurance agency committed to providing top-tier insurance solutions to our clients. With a focus on customer satisfaction and team excellence, we strive to create a positive working environment where every team member can thrive. We are rapidly expanding and seeking a dynamic individual to join us as an Insurance Sales Manager.
Position Overview:
We are in search of an experienced Insurance Sales Manager to lead our sales team stationed at both Acton Toyota of Littleton and Koch Rt2 in Lancaster. The ideal candidate will have a strong background in sales, possess a property and casualty license, and demonstrate exceptional leadership skills. This role involves managing, training, and supporting the sales team to achieve sales goals, delivering excellent customer service, and fostering a collaborative team environment.
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Benefits:
Join us at Koch Protect Insurance and be part of a team that values excellence, collaboration, and customer satisfaction. Apply now to take the next step in your career!
Job Type: Full-time
Pay: $100,000.00 - $170,000.00 per year
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Work Location: In person
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0 Portfolio Manager jobs found in Lowell, MA area