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.

• 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 insurance industry, a recognized professional designation is usually required.