To be successful in financial services, an individual must:
The real estate field offers a range of finance employment opportunities to a finance and real estate graduate. However, the real estate market is highly cyclical and opportunities vary based on your geographical location.
Mortgage Banker: As a mortgage banker, you will be:
Real Estate Agents / Brokers: Properties are usually bought, sold and leased through real estate agents employed by brokers. Agents and brokers generally specialize in residential or commercial properties. Commercial brokers work with:
Commercial agents analyze the value of a property, its income-producing capabilities and other market conditions. The analysis is then used to structure lease or purchase terms acceptable to the seller and buyer.
Some of the duties of residential agents and brokers include:
Insurance companies are offering more sophisticated financial products. Many companies consider their agents to be financial planners, providing advice on a broad range of products.
Insurance Agent / Broker: In this position, you may need to:
While an insurance agent is generally an employee by an insurance company, a broker is independent and is not a representative of any specific company. Thus, he can sell policies from many insurance companies.
Underwriter: As an underwriter, you may be appraising and selecting the risks insured by the company. For this, you would need to assess the risks of an individual through insurance applications, reports from loss-control consultants, medical reports and actuarial studies. If you become a commercial underwriter, you would be insuring a firm’s major fixed assets, such as heavy equipments.
Risk Manager: A risk manager identifies the risks that his company is facing and makes recommendations for dealing with these risks. The recommendations may include:
Risk managers also manage employee benefit plans. To be successful as a risk manager, you should have skills such as: