Broker Sales Job Description

Broker Sales Job Description

182 votes for Broker Sales
Broker sales provides market broking support to our regional offices in Asia into the various insurance and reinsurance markets in Asia.

Broker Sales Duties & Responsibilities

To write an effective broker sales job description, begin by listing detailed duties, responsibilities and expectations. We have included broker sales job description templates that you can modify and use.

Sample responsibilities for this position include:

Expertly applies all applicable Underwriting guidelines when making decisions
Deliver excellent customer service to Brokers, Financial Planners and Sales Managers as required
Ensure all correspondence and customer communication is handled in line with industry best practice standards and compliance
Have a positive flexible attitude, with experience of working within strict service levels and deadlines to support the business
Handle required volume of inbound and outbound calls, ensuring agreed service standards are met for answering all calls, emails and correspondence
Taking ownership of incoming queries and correspondence by email, phone and written correspondence
Create, develop and manage relationships with Sales, Intermediaries and back office as required
Consistently seek to develop and improve your market knowledge for personal development purposes and to develop within the business
Develops sales, marketing and compensation plans
Reports to the RVP Medicare Sales

Broker Sales Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Broker Sales

List any licenses or certifications required by the position: AHIP, ACAMS

Education for Broker Sales

Typically a job would require a certain level of education.

Employers hiring for the broker sales job most commonly would prefer for their future employee to have a relevant degree such as Associate and Bachelor's Degree in Associates, Business/Administration, Education, Medical, Business, Finance, Marketing, MBA, Management, Graduate

Skills for Broker Sales

Desired skills for broker sales include:

Microsoft Office
Specifically Word
Outlook Exchange
Proficient in Internet Explorer
Insurance industry markets
Legal environments to provide a value-added service to agents/brokers
Underwriting guidelines

Desired experience for broker sales includes:

Experience in partner and customer communications (face to face and group) across online, phone, and mail environments
Daily engagement with senior management at assigned accounts, business jet owners, frequent internal
Improve / safeguard the quality of our client contact and record information by ensuring that data entry in BRMS and Salesforce(and other systems as appropriate) is completed in a timely and accurate manner – following procedures & training provided
Manage delivery failures from Salesforce
Complete data entry for Mortgage Architect agents changes/moves
Work on daily Inappropriate Generated/Submitted lists

Broker Sales Examples


Broker Sales Job Description

Job Description Example
Our company is looking for a broker sales. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for broker sales
  • Independently acquire new business and establish new broker relationships, actively manage existing broker relationships through phone and email
  • Acts as key interface to ensure timely proposal generation, follow up, and closing of new business
  • Prepare additional marketing collateral needed to close sales
  • Update and maintain t database with timely and accurate information
  • Understand the client’s circumstances, needs and expectations
  • Manage the communication between the Insurers and the internal team members
  • Attend client and Insurer meetings in conjunction with the internal teams where necessary
  • Broke client risks to the Insurer marketplace, including Lloyd’s where appropriate
  • Co-ordinate the Placement for each client and ensure all client meetings and discussions are fully documented/recorded
  • Errors in judgment may cause long-term impact to co-workers and supervisor
Qualifications for broker sales
  • Health, Accident and Life Insurance license required along with conducting necessary continuing education to maintain active license
  • Cert CII qualified (or equivalent) preferred
  • Strong understanding and knowledge of local market preferred
  • May provide informal supervision to individual employees within a work unit and/or group, but does not include hiring or firing
  • 2-4 years of relevant real estate sales experience required
  • Analyzes agency book on quarter-to-quarter basis for potential action

Broker Sales Job Description

Job Description Example
Our company is growing rapidly and is looking for a broker sales. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for broker sales
  • Develop an in-depth understanding of the banks and broker dealer client base, related products and regulatory issues
  • Take a proactive approach in learning the importance of each task and how it affects the entire sales/procurement process
  • Perform all tasks assigned by mentor to support their existing accounts
  • Manage operational activities of loads to ensure customer satisfaction
  • Attend Continued Education programs and fully engage in learning the industry and business
  • Strengthen sales techniques
  • Develop and maintain new relationships, both within the company and externally
  • Implement and track in store activities stickering, uplifts
  • Engages in local business community and charitable events, industry and professional associations for the purpose of creating new contacts and generating new business
  • Provide training and education on the technology offered through the broker dealer
Qualifications for broker sales
  • Travel as required Employment is contingent upon a successful background check and drug screen
  • A desire to build a lasting sales career in the logistics industry
  • Ability to remain resilient in an aggressive and competitive environment
  • Understands the importance of self-motivation and self-management
  • Thrives in a fast paced environment that requires problem solving and decision making on the fly
  • Associates degree preferred, along with a minimum of two (2) years experience in a related selling or telemarketing environment

Broker Sales Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of broker sales. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for broker sales
  • Assist in generation of ideas to increase sales for the business unit
  • Submission of deals to be implemented to the Implementation Team
  • Preparation and submission of Know Your Customer (KYC) and related information for existing client base
  • Assisting on product development initiatives and sales plans
  • Identifying and reengineering bottlenecks in sales fulfilment processes
  • Build relationships with key partners across the CIB franchise to leverage existing relationships and ensure the overall approach is aligned
  • Maintain and grow the existing client portfolio through cross-sell initiatives
  • Originate new business by identifying new prospects within the broker dealer sector (where there is an existing UP or CIB relationship)
  • Liaise with Product, Client Services, Operations and Compliance to ensure solutions can be effectively delivered
  • Meet all KYC/AML and related compliance requirements for the client base
Qualifications for broker sales
  • Strong, transparent coach with the ability to create and implement sales activity disciplines to drive incremental volumes
  • Bilingual language skills are considered an asset
  • Minimum 2 years freight sales experience
  • Experience in FTL, Expedited, and LTL modes required
  • Must have excellent verbal/written communication skills, including telephone communication experience/skills and grammar and letter writing skills
  • Organizational skills and ability to handle multiple tasks concurrently is required

Broker Sales Job Description

Job Description Example
Our growing company is looking for a broker sales. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for broker sales
  • Providing backup sales & relationship management coverage to Head of Sales
  • Undertake sales reporting, and continued professional development as agreed with the Head of Sales, Banks & Broker Dealers- Singapore
  • Submit applications in a timely manner
  • Driven by making sales and not afraid to “ask” for the sale
  • Prospects inactive brokers to find new sales opportunities
  • Provides product and technology training for brokers and brokerage staff
  • Makes outbound sales calls and follows up calls to active brokers and potential customers
  • Handles inbound sales calls and product support inquiries from brokers
  • Create and/or update marketing materials, RFPs or presentations for client or internal use as needed
  • Interact directly with clients on a tactical basis to effectively address ad hoc client requests
Qualifications for broker sales
  • Must have strong team player skills and work well in a team oriented environment
  • Bachelor's degree or equivalent experience required, plus at least 2 years’ experience
  • Active FINRA Series 66 and Series 24 preferred
  • Works in tandem with Broker Sales Reps and Sr
  • 8+ years of P&C carrier Underwriting experience required including superior technical knowledge, proven presentation abilities, sound decision making and analytical skills are required (or 5+ years for a Senior level underwriter)
  • Highly-proficient in P&C Carrier Middle Market Underwriting with preferably 5+ years of P&C Middle Market Underwriting experience required

Broker Sales Job Description

Job Description Example
Our company is hiring for a broker sales. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for broker sales
  • Expand client coverage on existing business, new products and overseas branches through establishing relationships with FIG clients
  • Assist sales coverage with market research and wallet analysis
  • Coordinate with internal partners such as product, banking coverage, client service, onboarding, documentation management, legal and other support teams to ensure a great client experience and service delivery
  • Work closely with Agency Managers to achieve assigned monthly, quarterly and annual operational goals (performance targets, profitability targets and SG&A, ) through the development and implementation of strategic and tactical business plans
  • Work with the Sales Director (SD) and other Area Managers (AMs) to identify and develop relationships with individuals and organizations that influence the buying behavior of our target consumer (i.e., providers, regulators, faith-based organizations and associations)
  • Help manage/service all broker administrative issues with small group clients
  • Current business environment needs the stricter risk management & compliance skillset
  • Effectively support Sales Managers’ activity to deliver portfolio revenues at branch and head office levels in correspondent banking business
  • Support in execution of effective marketing scheme at client level to grow Payment and Liquidity business
  • Being willing to learn and working within a very focussed team who will take care of the individuals career
Qualifications for broker sales
  • Strong sales leadership that can motivate and manage remote sales people
  • Superior technical knowledge, decision making, and analytical skills are a must
  • Self-driven and highly motivated for success
  • Position level and title commensurate with experience
  • Entry level sales/client management experience
  • Experience analysing data and preparing formal presentations and reports

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