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Insurance account manager. Insurance account managers promote their company's insurance products to those who will be directly selling them, such as brokers and independent financial advisers (IFAs). reinsurance. Insurance account managers work with a caseload of several clients, building up long-term relationships with them.
What is a brokerage account? A brokerage account allows you to buy and sell everything from stocks and bonds to mutual funds, currency, futures and options contracts, depending on the broker. Some brokerage accounts are taxable, which means the money you earn from investments within the account can be subject to capital gains taxes. But if your goal is to invest for retirement, you could open an IRA or Roth IRA at your broker to gain special tax benefits. Is a brokerage account right for you? If youâre investing for something other than retirement, wonât need the money in the next five years and are interested in managing your own investments, then a regular, taxable brokerage account is a good choice. Here are our top picks for best online brokers. If your goal is to save for retirement, then you should first make the most of the free money available through your 401(k) match.