该小组履行以下部分或全部职责：

保险经理

• 计划、组织、指导、控制和评估提供汽车、火灾、人寿、财产或其他类型保险服务的机构或部门的运营。

物业服务经理

• 计划、组织、指导、控制和评估为客户购买、销售和租赁住宅和商业物业的机构或部门的运营。

抵押贷款经纪人经理

• 计划、组织、指导、控制和评估代表寻求抵押贷款的客户寻找贷款人或贷款机构的机构或部门的运作。

证券经理

• 计划、组织、指导、控制和评估机构或部门的运作，代表个人或机构客户买卖股票、债券和其他形式的投资，并管理自己客户的投资。

• 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。
• 通常需要在相应行业内拥有多年经验。
• 可能需要适用于所售服务的执照，例如房地产、抵押贷款、证券或保险。
• 在证券和投资行业，可能需要获得认可的财务指定（CFA、CFP、CIM 或其他）。
• 在保险业，通常需要获得公认的专业称号。

• 随着经验的积累，可能晋升到高级管理职位。
• 本单元组中不同类型的经理之间没有流动性。

• 高级管理人员-金融、通信和其他商业服务（00012）
• 财务经理（10010）
• 广告、营销和公共关系经理（10022）
• 银行、信贷和其他投资经理（10021）
• 其他商业服务经理（10029）

This group performs some or all of the following duties:

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.

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 properties for clients.

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.

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 and manage the investments of their own clients.

• A university degree or college diploma in business administration, economics or other related field is usually required.
• Several years of experience within the appropriate industry are usually required.
• Licensure appropriate to the service sold, such as real estate, mortgage, securities or insurance, may be required.
• In the securities and investment industries, a recognized financial designation may be required (CFA, CFP, CIM or others).
• In the insurance industry, a recognized professional designation is usually required.

• Progression to senior management positions is possible with experience.
• There is no mobility between the different types of managers in this unit group.

• Senior managers - financial, communications and other business services (00012)
• Financial managers (10010)
• Advertising, marketing and public relations managers (10022)
• Banking, credit and other investment managers (10021)
• Other business services managers (10029)