Broker Resume Samples - Page 2

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Brokers work in the finance or banking industry and handle areas like claims, insurance, stocks and mortgage. Typical tasks mentioned on a Broker resume sample are budgeting, finding new clients, representing and advising clients, doing paperwork, selling and renewing policies, and conducting transactions. The ideal candidate demonstrates selling abilities, excellent networking and communication skills, results orientation, and computer competencies. Thorough knowledge of the products they sell is also required. A Bachelor's Degree in accounting, insurance, finance or a similar field is often seen on Broker resume examples.

For more information on what it takes to be a Broker, check out our complete Broker Job Description.

Find out what is the best resume for you in our Ultimate Resume Format Guide.

11

Founding Partner - Broker Associate

Located and connected real estate investment product with active investors through acquisition and subsequent value added project lease-up.

  • Managed a landlord lease portfolio consisting of office, retail and industrial properties with total commercial space of over 240,000 square feet.
  • Created efficient stacking plans and effective marketing plans.
  • Drafted LOI and RFP for leasing and purchase requirements.
  • Represented commercial tenants with their lease negotiation and tenant program requirements by closing over 15,800 square feet of commercial tenant representation.
  • Maintained effective communication between client and firm to assure needs and goals were met.
Candidate Info
7
years in
workforce
3
years
at this job
BA
Economics
12

Senior Broker Dealer Trader - Equities, Options, Mutual Funds, Fixed Income Trade Desk

Instructed field reps on navigating the NetX360 system in order to place securities trades in their client's accounts.

  • Trained new associates on using the various computer systems needed to accomplish the day to day operational tasks.
  • Directed complex account applications; qualified domestic relations order, and trustee changes.
  • Managed registered representative reassignment process in order to remain compliant with FINRA regulations on fee based advisory accounts.
Candidate Info
13
years in
workforce
10
years
at this job
BS
Supervision Leadership Program
13

Real Estate Broker

Licensed Broker performing residential purchase and sales transactions.

  • Conducted property showings, open house events, and negotiated sales contracts.
  • County tax and property records research and owner occupant filing assistance.
  • Navigated the Multiple Listing Service (MLS) to acquire statistical data of residential properties both current and past sales.
  • Performed routine tasks such as scanning, faxing, and e-mailing.
  • Served as a liaison between the client and bank / mortgage lender.
Candidate Info
10
years in
workforce
3
years
at this job
14

Broker

Global Imex Trade, Shreveport /San Antonio

  • Contacted customer on the well site
  • Established new customer accounts
  • Managed accounts and generated revenue
  • Communicated and coordinated with Operations to understand activity levels, pricing, competitiveness
  • Prepared reports, cost analysis, solution presentations, and sales and price quotations to be competitive
  • [company name] sales and logistics and distribution
  • Coordinated [company name] deliveries
Candidate Info
26
years in
workforce
1
year
at this job
Computer Information
15

Broker

Petroleum Landman

  • Identified mineral ownership of the subject lands
  • Cured projects outlined by client counsel
  • Performed accurate drill site title research
  • Calculated surface/mineral ownership percentages
  • Created professional maps of subject lands
  • Furthered efficient researching and leadership skills
Candidate Info
1
year in
workforce
1
year
at this job
C
Petroleum Land Management
AS
Kinesiology
BS
Kinesiology
16

Broker / Planholder Customer Response Unit Representative

Exhibited extensive knowledge of all Guardian departments and Group products to support a seamless end to end experience for the customer

  • Demonstrated ability to quickly navigate between multiple applications within one customer interaction to obtain information and provide accurate information
  • Adapted well to a rapidly changing work environment by being trained on new product lines
  • Managed customer relationship by taking ownership and resolving escalated and complex customer inquiries timely and accurately
  • Look beyond the initial problem by thoroughly reviewing and gathering all pertinent information needed to identify root cause and impact to facilitate a complete resolution to the customer
  • Takes opportunities to educate customers on self service capabilities, products, and administration policy and procedures
Candidate Info
15
years in
workforce
2
years
at this job
17

Property Manager/broker

Efficiently managed 100 single-family homes and 2 apartment complexes.

  • Evaluated properties to determine value and estimation of renovation costs.
  • Determined and revised budgets (advertising, etc.) as needed.
  • Resolved disputes including evictions, payment and deposit demands.
  • Represented company in court in the event of legal proceedings.
  • Conducted tenant credit checks, supervised move-in processes, dealings with complaints, and scheduling maintenance.
  • Managed and trained a team of twenty five agents.
  • Responsible for interviewing, hiring, and training new agents/employees.
  • Oversaw day to day company operations.
Candidate Info
6
years in
workforce
6
years
at this job
Commerce
18

Associate Broker Corporate Bond/cds

Youngest associate invited to join 20 person initiative driving new IG/HY products on credit desk to exceed $250mm in average daily trading volume and $10mm in new 1Q15 revenues

  • Only associate given primary CRM responsibilities for bulge bracket trading desks; initiated, developed, and expanded new trading relationships with Citibank, Barclays, Morgan Stanley and RBC
  • Assisting client trading desks manage their risk through intraday, two-way market negotiations to deliver accurate corporate bond and CDS execution prices
  • Analyze daily market trading trends and recommend/execute trading ideas across ten industry sectors while analyzing several hundred individual listed bond/CDS positions
Candidate Info
3
years in
workforce
10
months
at this job
BS
Business Management / Marketing
19

Support Broker

Responsible for eligibility assessment and care management of assigned individuals within time frames and policies of the division and state regulations

  • Successfully managed caseload and completed home visits as required and needed to assess program eligibility, ongoing service eligibility as well as ongoing care plan for identified/ needs.
  • Developed and updated, as appropriate, a comprehensive plan of care with individuals addressing individual's needs and utilizing all available supports
  • Authorized appropriate services as supported by assessment and ensure services billed correctly.
  • Communicated with providers on a regular basis when needed concerning service delivery maintenance and issues; acted as advocate for individuals as needed
  • Communicated with individuals at home visits and through the telephone on a variety of issues and policies related to needs, services and resources
  • Maintained professional, accurate and timely documentation of all contacts and activities with caseload in approved database per policy/procedure.
  • Knowledgeable in a variety of online database/computer systems such as Harmony SAMS, Microsoft Office programs and Outlook, Medicaid Information Systems (KYMMIS), etc.
  • Participated in ongoing training required per DAIL, Kentucky State Health Insurance Program (SHIP) and agency standards yearly
Candidate Info
6
years in
workforce
2
years
at this job
BS
Human Development And Family Studies
20

Insurance Advisor/broker

Inside sales role acting as insurance advisor and broker to help customer base in insurance choices. Highly experienced in assessing customer needs and advice on coverage options. Developed expertise in highly satisfying customer experience, offering high level of customer service. Focused on simplification of determining insurance eligibility, flexibility in premium payment options, and investigation of denied claims with clients. Well versed in Medicare supplement, life insurance, and long-term care policies supporting multiple insurance companies.

  • Rated as one of top 3 salespeople, based on achievement of revenue targets.
  • Effectively built customer relationships through superior listening, product knowledge, and ability to pair customers with the best solutions.
  • Chosen as part of select team for startup of a new division, focused on improving market share with pre-retirement clientele.
Candidate Info
9
years in
workforce
1
year
at this job
BS
Psychology

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