Broker Jobs Near Me

5 Common Career Paths For a Broker

Account Executive

An account executive is responsible for supporting existing clients, closing client deals, and developing sales strategies to increase the company's sales and satisfaction. An account executive must be competitive enough to keep up with the constant changes in the sales industry, including the high demands of digital marketing, a different approach to product advertising, effective negotiation, and presentation skills. An account executive also requires excellent communication skills for the successful acquisition of client accounts and immediately resolve possible complaints as they arise.

Consultant

Consultants are individuals who were tapped by a company or an organization to work on a specific activity, depending on their field of expertise. They act as guides for the organization in undertaking projects that are related to their field. Consultants would usually assist organizations in planning, often giving advice when the need arises. They would, at times, take the lead in activities that involve data gathering and interpretation of data gathering results so that they can provide solid recommendations on actions that the organization may undertake. They may also guide the organization in implementing any changes brought about by their consultancy and in evaluating the effectiveness of the changes.

Team Leader

Team leaders are responsible for managing a team for a specific project or work component. They primarily guide the team members and ensure that they are still working towards the set goals. Team leaders create strategies to reach goals, cascade the goals and strategies to team members, assign tasks, conduct periodic check-ups on the roadmap towards the goals, foster an engaging work environment, motivate and coach team members, monitor team performance, evaluate the strategies and come up with mitigating plans as needed. They are also responsible for reporting the team's progress to higher management.

Underwriter

An underwriter's duties depend on the line of work or industry involved, such as mortgage companies, insurance, or lending firms. However, an Underwriter's responsibility will mainly revolve around using their extensive expertise on how a company will achieve financial gains, and assessing the possible financial risks of a client by reviewing various aspects to determine their capacity to uphold monetary obligations. Most of the time, the Underwriter's tasks will also involve evaluating a client's credit history, health, assets, overall financial history.

Executive Assistant

Executive assistants are employees who are assigned to work under the supervision of company executives. They manage the activities of the executives they are assigned to by manning the executive's calendar, scheduling appointments, setting meetings, ensuring that the executives are familiar with their schedule for the day, and taking note of any deliverable that may be needed. They are also responsible for taking care of any document or paperwork that the executive needs, as well as preparing presentation materials or briefers for meetings. Executive assistants are also usually exposed to actual company operations to further understand how the business works and to be of better help to the executive.

Illustrated Career Paths For a Broker