noc_code: “10020”
noc_version: “2021.0”
translation_mode: “basic”
title_en: “Insurance, real estate and financial brokerage managers”
title_zh: “保险、房地产和金融经纪经理”
official_url: “https://noc.esdc.gc.ca/Structure/NOCProfile?GocTemplateCulture=en-CA&code=10020&version=2021.0”
description: “Complete NOC profile for Insurance, real estate and financial brokerage managers (NOC 10020) in basic translation mode - 100% faithful to official data, bilingual Chinese-English, enhanced with emojis for better readability. Contains occupation definition, job titles, main duties, employment requirements and TEER category system. No salary or employment inference included in basic mode.”
keywords:
- NOC 10020
- 10020 Insurance, real estate and financial brokerage managers
- 10020 保险、房地产和金融经纪经理
- 10020 NOC 2021
tags: - noc-1
- teer-0
- basic-mode
NOC 10020 保险、房地产和金融经纪经理 | Insurance, real estate and financial brokerage managers
关键信息速览 | Key Information
 NOC 项目 |
内容 |
|---|---|
| NOC 代码 |
10020 |
职业概述
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.
| 
TEER 类别 | TEER 1 |
| 
主要类别 | 1 - 商业、金融和行政职业 (Business, finance and administration occupations) |
| 
主要组别 | 10 - 行政服务、财务和商业服务（广播除外）专业中级管理职业
(Specialized middle management occupations in administrative services, financial and business services and communication (except broadcasting)) |
| 
次要组别 | 100 - 行政服务、财务和商业服务（广播除外）专业中级管理职业
(Specialized middle management occupations in administrative services, financial and business services and communication (except broadcasting)) |
| 
次级组别 | 1002 - 金融和商业服务经理 (Managers in financial and business services) |
| 
数据版本 | NOC 2021 Version 1.0 |
职业层级 | Occupational Hierarchy
NOC 10020 保险、房地产和金融经纪经理在 NOC 2021 分类体系中的位置：
1 商业、金融和行政职业
└── 10 行政服务、财务和商业服务（广播除外）专业中级管理职业
└── 100 行政服务、财务和商业服务（广播除外）专业中级管理职业
└── 1002 金融和商业服务经理
└── 10020 保险、房地产和金融经纪经理 ⭐ 您在这里
📖 职业定义 | Definition
NOC 10020 保险、房地产和金融经纪经理计划、组织、指导、控制和评估 (plan, organize, direct, control and evaluate) 提供 (provide) 保险 (insurance)、抵押贷款 (mortgage)、房地产 (real estate) 和投资服务 (investment services) 的部门或机构 (departments or establishments) 的活动 (activities)。他们通常负责 (generally responsible for) 业务发展 (business development)，并且必须确保 (must ensure) 其团队达到 (reaches) 与既定目标相关 (related to established objectives) 的绩效水平 (performance levels)。他们受雇于 (are employed by) 保险公司 (insurance companies)、房地产公司 (real estate firms)、股票经纪人 (stockbrokers)、投资交易商 (investment dealers)、抵押贷款经纪人 (mortgage brokers) 以及证券和商品交易所 (security and commodity exchanges)。
📄 **NOC 10020 保险、房地产和金融经纪经理** 英文原文 | View Original English Definition
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.
💼 职位名称示例 | Illustrative Examples
NOC 10020 保险、房地产和金融经纪经理职业的常见职位名称包括：
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)
保险索赔服务经理 (Insurance claims service manager)
保险经理 (Insurance manager)- 投资经理 - 金融经纪 (Investment manager - financial brokerage)
抵押贷款经纪经理 (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)
房地产开发商 (Real estate developer)
📋 **NOC 10020 保险、房地产和金融经纪经理** 完整职位名称索引 | Complete Index of Titles
完整职位名称索引 | Complete Index of Titles
- 债券销售经理 (Bond sales manager)
分支机构经理 - 保险 (Branch manager - insurance)- 经纪经理 - 投资 (Brokerage manager - investments)
- 商业发展经理 - 财产保险 (Business development manager - damage insurance)
- 商业险客户经理 (Commercial lines account manager)
- 佣金经纪经理 - 投资 (Commission brokers manager - investments)
- 商品交易经理 (Commodities trading manager)
- 金融经纪经理 (Financial brokerage manager)
- 期货研究经理 (Futures research manager)
- 期货研究服务经理 (Futures research services manager)
- 谷物交易经理 (Grain trading manager)
- 保险福利执行董事 (Insurance benefits executive director)
- 保险索赔服务经理 (Insurance claims service manager)
- 保险经理 (Insurance manager)
- 保险总经理 (Insurance managing director)
- 保险区域经理 (Insurance regional manager)
- 保险销售区域经理 (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 (Investment manager)
- 投资经理 - 金融经纪 (Investment manager - financial brokerage)
- 租赁经理 - 房地产 (Leasing manager - real estate)
- 责任交易经理 (Liability trading manager)
- 抵押贷款经纪经理 (Mortgage broker manager)
- 共同基金经理 - 金融经纪 (Mutual funds manager - financial brokerage)
- 石油研究经理 - 证券 (Petroleum research manager - securities)
- 房地产经纪人管理主管 (Real estate agents managing supervisor)
- 房地产分支机构经理 (Real estate branch manager)
- 房地产经纪人 (Real estate broker)
- 房地产开发商 (Real estate developer)
- 房地产全国销售经理 (Real estate national sales manager)
- 房地产办公室经理 (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)
- 房地产销售总经理 (Real estate sales managing director)
- 房地产服务经理 (Real estate service manager)
- 证券和投资经理 (Securities and investment manager)
- 证券经理 (Securities manager)
- 证券研究总监 (Securities research director)
- 证券研究经理 (Securities research manager)
- 证券销售总监 (Securities sales director)
- 交易大厅经理 (Trading floor manager)
- 承保部门经理 (Underwriting department manager)
📋 主要职责 | Main Duties
NOC 10020 保险、房地产和金融经纪经理执行以下部分或全部职责 (performs some or all of the following duties)：
- 保险经理 - 计划、组织、指导、控制和评估 (Plan, organize, direct, control and evaluate) 提供汽车 (automobile)、火灾 (fire)、人寿 (life)、财产 (property) 或其他类型保险服务 (other types of insurance services) 的机构或部门的运作 (operations of an establishment or department)。
- 房地产服务经理 - 计划、组织、指导、控制和评估 (Plan, organize, direct, control and evaluate) 为客户买卖 (buys, sells) 和租赁 (leases) 住宅和商业地产 (residential and commercial properties) 的机构或部门的运作 (operations of an establishment or department)。
- 抵押贷款经纪经理 - 计划、组织、指导、控制和评估 (Plan, organize, direct, control and evaluate) 代表寻求抵押贷款 (seeking a mortgage) 的客户 (clients) 寻找 (finds) 贷款人 (lenders) 或贷款机构 (lending institutions) 的机构或部门的运作 (operations of an establishment or department)。
- 证券经理 - 计划、组织、指导、控制和评估 (Plan, organize, direct, control and evaluate) 代表个人或机构客户 (individual or institutional clients) 买卖 (buys and sells) 股票 (stocks)、债券 (bonds) 和其他形式投资 (other forms of investments)，并管理 (manage) 其自身客户的投资 (investments of their own clients) 的机构或部门的运作 (operations of an establishment or department)。
- 制定经营目标 - 计划、组织、指导、控制和评估 (Plan, organize, direct, control and evaluate) 建立 (establishment) 或部门 (department) 的运营 (operation)。
业务发展 - 负责 (responsible for) 业务发展 (business development)。- 绩效管理 - 确保 (ensure) 团队达到 (reaches) 与既定目标相关 (related to established objectives) 的绩效水平 (performance levels)。
📄 **NOC 10020 保险、房地产和金融经纪经理** 英文原文 | View Original English Main Duties
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 managersPlan, 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 managersPlan, 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 managersPlan, 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.
- 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 managersPlan, 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 managersPlan, 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.
- 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 managersPlan, 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.
- 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.
- 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.
🎓 任职要求 | Employment Requirements
NOC 10020 保险、房地产和金融经纪经理任职必备条件：
📚 学历要求 | Educational Requirements
必需学历：
- 通常需要 (is usually required) 工商管理 (business administration)、经济学 (economics) 或其他相关领域 (other related field) 的大学学位 (university degree) 或大专文凭 (college diploma)。
对应加拿大学历框架：TEER 1（管理职业，通常需要大学学位或大专文凭并有数年相关工作经验）
⏱️ 工作经验 | Work Experience
必需经验：
- 通常需要 (are usually required) 在相关行业 (appropriate industry) 内数年经验 (several years of experience)。
🏅 专业资格 | Professional Designations
可能要求以下专业资格之一：
- 可能需要 (may be required) 销售服务相关的许可证 (Licensure appropriate to the service sold)，例如房地产 (real estate)、抵押贷款 (mortgage)、证券 (securities) 或保险 (insurance)。
- 在证券和投资行业 (securities and investment industries)，可能需要 (may be required) 认可的金融资格 (a recognized financial designation) (CFA, CFP, CIM 或其他)。
- 在保险行业 (insurance industry)，通常需要 (is usually required) 认可的专业资格 (a recognized professional designation)。
📄 **NOC 10020 保险、房地产和金融经纪经理** 英文原文 | View Original English Employment Requirements
- 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.
💡 附加信息 | Additional Information
📈 职业发展与流动性 | Career Progression and Mobility
随着经验的积累 (with experience)，有可能晋升 (Progression is possible) 到高级管理职位 (senior management positions)。
本单元组中不同类型的经理之间没有流动性 (There is no mobility between the different types of managers in this unit group)。
📄 **NOC 10020 保险、房地产和金融经纪经理** 英文原文 | View Original English Additional Information
- Progression to senior management positions is possible with experience.
- There is no mobility between the different types of managers in this unit group.
🚫 排除职业 | Exclusions
以下职业不属于 NOC 10020 保险、房地产和金融经纪经理类别：
高级经理 - 财务、通信和其他商业服务 (Senior managers - financial, communications and other business services)
参见 00012 高级经理 - 财务、通信和其他商业服务
财务经理 (Financial managers)
参见 10010 财务经理
广告、市场营销和公共关系经理 (Advertising, marketing and public relations managers)
参见 10022 广告、市场营销和公共关系经理
银行、信贷和其他投资经理 (Banking, credit and other investment managers)
参见 10021 银行、信贷和其他投资经理
其他商业服务经理 (Other business services managers)
参见 10029 其他商业服务经理
📊 TEER 系统说明 | TEER Category System
NOC 10020 保险、房地产和金融经纪经理对应 TEER 1 管理职业 (Management occupations)。
TEER (Training, Education, Experience and Responsibilities) 是 NOC 2021 引入的新分类系统，替代了旧版 NOC 2016 的技能水平分类 (Skill Level)。
🎯 TEER 1 - 管理职业特征
TEER 1 包括：
- 立法议员和高级管理人员 (legislators and senior management)
- 各行业的专业中级管理职业 (specialized middle management occupations in all industries)
典型要求：
- 通常需要大学学位 (university degree)，或
- 大专文凭 (college diploma) 或专业证书 (professional certificate) 并有数年相关工作经验 (several years of experience)
- 本分类中的职业通常需要监督和管理职责 (supervisory and managerial responsibilities)
职位特点：
- 管理职责 (management responsibilities)：计划、组织、指导、控制、评估 (plan, organize, direct, control, evaluate)
- 监督人员 (supervise staff)
- 预算管理 (budget management)
- 战略规划 (strategic planning)
- 建立政策和程序 (establish policies and procedures)
TEER 系统完整分类：
| TEER 类别 | 说明 | 典型要求 |
|---|---|---|
| TEER 1 | 管理职业 | 大学学位或大专+经验 |
| TEER 1 | 大学学位职业 | 学士/硕士/博士学位 |
| TEER 1 | 大专/学徒职业 | 2-3年大专文凭或学徒训练 |
| TEER 1 | 中学后教育职业 | 2年以下大专或学徒训练 |
| TEER 1 | 中学教育职业 | 高中文凭或数周在职培训 |
| TEER 1 | 短期培训职业 | 短期工作示范或在职培训 |
微出国版权声明 | Copyright Notice
本内容基于 Employment and Social Development Canada (ESDC) NOC 2021 Version 1.0 和 Statistics Canada 官方数据整理，由 微出国 (veryvisa.com) 编译制作。
数据来源 | Data Sources:
- ESDC NOC 2021 Unit Group 10020: https://noc.esdc.gc.ca/Structure/NOCProfile?GocTemplateCulture=en-CA&code=10020&version=2021.0
- NOC 2021 Introduction: https://www.statcan.gc.ca/en/subjects/standard/noc/2021/introduction
翻译模式 | Translation Mode: 基础模式 (Basic Mode) - 100% 忠实于官方数据，不包含联网搜索的薪资和就业推断信息。本文档仅翻译 JSON 原文字段，使用 emoji 美化和中英文对照增强可读性。