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Top 50 Broker Skills

Below we've compiled a list of the most important skills for a Broker. We ranked the top skills based on the percentage of Broker resumes they appeared on. For example, 15.5% of Broker resumes contained Real Estate as a skill. Let's find out what skills a Broker actually needs in order to be successful in the workplace.

These are the most important skills for a Broker:

1. Real Estate

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high Demand
Here's how Real Estate is used in Broker jobs:
  • Sponsored the education and start-up of multiple real estate agents; supervised real estate activities under the umbrella of the brokerage.
  • Supervised 20 Agents to peak performance in real estate careers as a dominating office within the zip code for two years.
  • Educate and inform owner occupant, first time home buyers and investment clients in all areas of real estate transactions.
  • Manage real estate office, directing agents as well as home repairs for management of properties for rent and sale.
  • Created spreadsheets, Investment Summary templates and implemented marketing tools to generate leads and easily coordinate real estate transactions.
  • Work closely with property managers, real estate attorneys, certified public accountants and lenders to facilitate closings.
  • General real estate duties, plus handle rental of over 50 pieces of properties for the owners.
  • Maintain strong knowledge base of real estate law, finance and the local real estate marketplace.
  • Licensed Florida Real Estate Broker focusing on Commercial/Industrial Real Estate in the Tampa, Florida market.
  • Self-employed real estate broker brokering at least 10 private home sales in the 285 mountain corridor
  • Manage real estate book of business built through outstanding service and client referrals.
  • Created strategic partnerships with other professionals to complete the real estate closings.
  • Handle all audits in compliance with the SD Real Estate Commission.
  • Train and motivate real estate teams.
  • Managed and trained real estate agents.
  • Broker of two-office real estate brokerage.
  • Franchise owner of ERA Real Estate.
  • State of Montana Real Estate Broker License
  • Negotiated real estate and business opportunity contracts Developed marketing campaigns
  • Job description: Residential real estate sales and investments and marketi

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9 Real Estate Jobs

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2. Financial Services

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high Demand
Here's how Financial Services is used in Broker jobs:
  • Partnered with customers to achieve their financial solutions utilizing my strong financial services and investment knowledge.
  • Used information from professional publications and knowledge of securities market and financial services industry.
  • Brokered international financial services and commodities.
  • Sell side engagements, representing companies in real estate, pharmaceuticals, building products, software, financial services and agriculture.
  • Stay abreast of new types of loans and other financial services and products to better meet customers' needs.
  • Operated, advised and negotiated all sorts of Financial Services for private individuals and their families including mortgage loans.
  • Supplied homeowner financial services, utilizing equity for refinancing options & offering products to real estate buyers.
  • Provide mortgage, insurance and financial services products to clients based on their needs.
  • Review client situations and qualified them for various Financial Services offered by Mass Mutual.
  • Managed client accounts including financial services, annuities, brokerage, and life insurance.
  • Explained and recommended the available Financial Services products as related to client.
  • Keep up-to-date on a range of loan and financial services and products.
  • Make presentations on financial services to groups to attract new clients.
  • Managed call center sales, financial services, and financial planning.
  • Maintained high level of financial services to clients portfolio.
  • Promoted professional development by maintaining in-depth understanding of financial planning, capital markets and the financial services industry.
  • Developed performance culture and attractive remuneration packages attracting top talent in the financial services industry.
  • Developed investment planning and financial services for clients utilizing individual consultations and annual assessments.
  • Apprenticed to high-producing stockbroker within company's top 5% of producers, 35 years in the financial services industry.
  • Determine customers' financial services needs and prepare proposals to sell services that address these needs.

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3 Financial Services Jobs

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3. Customer Service

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high Demand
Here's how Customer Service is used in Broker jobs:
  • Provided an excellent and professional level of customer service.
  • Present excellent customer service etiquette.
  • Provide customer service to current policies as well as off her new policies to new as well as canceled clients.
  • Sustained daily, weekly, monthly communication with clients to provide superior customer service and grow client base.
  • Managed all day to day operations of business including; marketing, finance and customer service.
  • Recognized for consistently being in the top tenth percentile for quality and production in customer service.
  • Provided great customer service to customers, agents, and carriers on a daily basis.
  • Managed team of licensed professional and trained associates in sales, customer service, and products
  • Provide excellent customer service by resolving shortages, damages, and delays with cargo.
  • Received promotions based on sales, customer service, and account management performance.
  • Supervised agents, reviewed contracts, provided high level of customer service.
  • Transported customers to and from the shop for the customer service program.
  • Solicited freight, sales, rating/pricing, customer service and dispatch
  • Provided trade support to E*TRADE's Customer Service Teams.
  • Awarded customer service excellence leader for Van Truckload division.
  • Provided superior customer service to over 500 accounts.
  • Provide high levels of customer service.
  • Work with clients to fill out and file insurance claims ensuring that clients get rapid approval, maintaining superb customer service.
  • Maintained quality control/satisfaction records, constantly seeking new ways to improve customer service Accomplishments Series 7 and 63 FINRA Registered Broker
  • Key Accomplishments: Maintained sales goals Provided excellent customer service

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4. Insurance Products

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high Demand
Here's how Insurance Products is used in Broker jobs:
  • Conducted a radio program educating the community about the different insurance products.
  • Wholesale Brokering of commercial property and casualty insurance products.
  • Evaluate income generating insurance products.
  • Formed strategic alliances with a property and casualty agency to develop new sales channels for group life and health insurance products.
  • Coordinate incoming case submissions from enrollment and installation of new or updated insurance products for brokers on renewing and new groups.
  • Matched product and services with objectives through the use of annuities, mutual funds, stocks and insurance products.
  • Represented several major insurance companies selling final expense, long-term care, annuities and supplemental Medicare Insurance products.
  • Quote and cross-sell all lines of health and ancillary insurance products from a variety of carriers.
  • Target, identify and secure potential clients and provide a wide range of insurance products.
  • Bring in new customer through sales of life, fire and auto insurance products.
  • Acquired licensing to sell life insurance products as a supplement to personal financial planning.
  • Sell insurance products and services while managing a portfolio of 100+ existing clients.
  • Solicited clients for the sale of insurance products and management of investment portfolios.
  • Provided Insurance products in 14 states by way of internet and phone contact.
  • Analyzed the needs of personal insurance products for business owners and individuals.
  • Marketed and sustained the promotion of multiple insurance products.
  • Offered multiple online insurance products in 14 states.
  • Sell life, accident and health insurance products.
  • Owned and operated a successful agency specializing in multi-line insurance products.
  • Represent a full line of insurance products, serving as a trusted advisor to businesses and individuals.

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2 Insurance Products Jobs

No jobs at selected location

5. Prospective Buyers

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high Demand
Here's how Prospective Buyers is used in Broker jobs:
  • Customer-focused: educated prospective buyers regarding new home construction; fostered and maintained relationships with customers.
  • Acted as a liaison between renter/owners and prospective buyers to ensure terms and conditions of the agreement are met.
  • Listed properties on the Multiple Listing Service and held open houses to market homes to prospective buyers.
  • Followed up with prospective buyers regarding incentives from the builder and new developments in the surrounding area.
  • Implemented sales and marketing efforts focused on selling prospective buyers on property value over price.
  • Identified prospective buyers, qualified financial purchase ability, managed and negotiated sales through closing.
  • Take prospective buyers to inspect properties advise on merits of properties and terms of sale.
  • Show listed yachts to prospective buyers Keep boat key locker current and accurate.
  • Maintained full responsibility for preparing and showing model homes to prospective buyers.
  • Followed up with prospective buyers regarding incentives and assisted programs.
  • Created effective evaluation list for finished homes for prospective buyers.
  • Coordinated appointments with prospective buyers to showcase houses and plots.
  • Coordinated appointments with prospective buyers to showcase homes.
  • Take prospective buyers or renters to see properties.
  • Organize routes and show properties to prospective Buyers.
  • Coordinated appointments to show homes to prospective buyers
  • Maintained sales portfolio of prospective buyers.
  • Showed property to prospective buyers.
  • Source and qualify prospective buyers.
  • Assist in matching "for sale" business owners with qualified prospective buyers.

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6. Client Relationships

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high Demand
Here's how Client Relationships is used in Broker jobs:
  • Foster client relationships through evaluation of client portfolio, asset allocation and suitability needs offering consultative recommendations and solutions.
  • Served as outside broker liaison for maintaining client relationships and arbitrated customer conflicts regarding market or service dissatisfaction.
  • Leveraged various strategies to facilitate profitable executions and successfully managed and cultivated client relationships to ensure long-term growth.
  • Develop client relationships to ensure appreciation of our technology focused research products through intensive client coverage.
  • Developed client relationships and achieved a high level of customer satisfaction.
  • Developed and maintained client relationships from inception to closing.
  • Developed exceptional client relationships through personal service.
  • Produced comprehensive strategy to identify, prioritize with tier client relationships that support the company's business objectives.
  • Establish Client Relationships by staying in contact on a regular basis determining their wants and needs.
  • Deliver high-value, results-oriented service with an emphasis on building trust and long-term client relationships.
  • Developed 60 new client relationships in 3 years generating $3.6 million in annual premiums.
  • Maintain and establish client relationships for the purpose of business development and growth.
  • Maintained extensive client relationships through daily trading and weekly entertaining of clients.
  • Established significantly profitable new client relationships for the firm.
  • Identified, established and built key client relationships.
  • Developed highly empathetic client relationships and earned reputation for exceeding sales goals.
  • Applied and marketed these products and established client relationships
  • Maintained client relationships, including account rounding and up selling opportunities.
  • Develop and keep client relationships with restaurant owners and distributors.
  • Build business partnerships and client relationships.

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7 Client Relationships Jobs

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7. Data Entry

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high Demand
Here's how Data Entry is used in Broker jobs:
  • Handled communication of information to Spanish speaking members as well as performed data entry of confidential member information and enrollment.
  • Perform accurately all data entry functions to reflect customer activity/transactions
  • Performed extensive data entry function to fill out forms while organizing and maintaining data accurately and correctly by use of Internet.
  • Provided daily support to assigned accounts, authorized trades, data entry, conflict resolution, and new member development.
  • Process and prepare documents, such as Oil and Gas leases, status reports, and data entry reports.
  • Oversee Dispatch, Customer Service, Data Entry, and Billing for a Brokering Service.
  • Perform basic office duties: explicit filing, data entry, billing and execute documents.
  • Job Duties: Data entry, Customer Service, Billing, Railroad shipments.
  • Performed quality control checks on incoming waste manifests and data entry.
  • Broker freight, work phones, data entry, book loads
  • Called customers in Germany, Selling stocks, Data Entry
  • Update all customers accounts with exceptional data entry skills
  • Set appointments, all data entry.
  • Dispatch, broker and invoice loads, Customer Service, Data Entry, Quote Loads, Driver Dispatch
  • London-based money broking business, Quoted prices, Data entry TOKYO JAPAN
  • Engaged in over 200 calls daily Entered data entry into excel system Effectively processed health evaluations Successfully assisted with health plan changes
  • Staff Force, El Paso, Texas warehouse data entry clerk
  • Answer multi phone lines Dispatch drivers Data entry of all loads Verify insurance on all units
  • Answered phones in a timely manner Data entry in TMW Gave directions Problem solving
  • Truck locating Broker Sales Outbound/Inbound multi-line phone Internet Truck Stop 360 Google Maps Data Entry Insurance updating Filing Carrier set up Excel

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8. New Clients

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high Demand
Here's how New Clients is used in Broker jobs:
  • Challenged with originating new business with new clients and expanding the Capital Markets transactions with the Corporate Bank's clients.
  • Connect new Clients with the proper broker, found out what there needs and desires were as far as investments.
  • Organize and conduct monthly sales expectation and potential new clients to effectively obtain a consistent pipeline for sales profit.
  • Maintain all benchmarks and projects status, Change management, New Clients IT presentations and, lead the Teams.
  • Gained increase of revenue through thorough rapport and marketing via all sources of communication with new clients.
  • Managed and serviced existing client base as well as soliciting new clients by giving investment advice.
  • Source new clients, analyze and underwrite real estate loans and oversee mortgage loan closing process.
  • Establish new clients while maintaining, servicing, and consulting existing client base.
  • Prepared sales presentations for insurance agents to deliver to potential new clients.
  • Attained new clients for Glacial Energy to sell electricity and natural gas.
  • Make calls or meet with new clients to obtain new clients.
  • Solicited new clients and managed contracts from origin through closings.
  • Increased sales with existing clients and acquired new clients.
  • Established new clients and 'revived' dormant clients.
  • Utilized cold calling to acquire new clients.
  • Implemented educational courses for new clients.
  • Established a new Yen desk amid great competition Brought in Japanese banks as new clients.
  • Prospect for new clients utilizing various methods including; cold-calling, door-to-door and event sponsorship.
  • Gained two new clients, Harris Teeter and Trader Joes.
  • Resourced new clients (i.e.

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1 New Clients Jobs

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9. Websphere

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high Demand
Here's how Websphere is used in Broker jobs:
  • Performed the migration of the WebSphere Message Broker 5.0 message flows to the new WebSphere Message Broker 6.1 environment.
  • Design, Develop, Test and Deploy WebSphere MQ and WMB Components to interface with different applications.
  • Involved with Migration of applications from WebSphere 6.x environment and configuring MQ Series and Message Broker.
  • Involved in development of Claims and Provider Module using IBM WebSphere application server platform.
  • Configure Secure Sockets Layer (SSL) to and from WebSphere DataPower SOA Appliances.
  • Implemented Web services message flow using SOAP nodes in WebSphere Message Broker 9.0.
  • Assist WebSphere portal and User Interface team in end to end testing.
  • Involved in development of Message flows on WebSphere Message Broker Toolkit.
  • Configured MQ Server and Message Broker to WebSphere Integration Developer.
  • Implemented WebSphere Portal Server v 5.1 to v 6.1 Migration.
  • Developed MQ Adapter for integrating Sonic MQ and WebSphere MQ.
  • Assist in designing the frameworks for WebSphere Message Broker.
  • Assisted in upgrading WebSphere Message broker platform twice.
  • Checked WebSphere MQ logs on Mainframe systems.
  • Configured WBI MBv5.0, WebSphere MQ on the remote systems through VPN.
  • Installed WebSphere MQ on AIX 5.3.
  • Have worked on Web Sphere Transformation Extender 8.0, WebSphere Data power XI50 while Interacting with Message Broker V8.
  • Review of the Websphere installation and configuration.
  • Write and read from Websphere MQ.
  • Developed proof of concept for performance and technology integration validations using SAP, .NET, Mainframe & WebSphere Message Broker components.

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5 Websphere Jobs

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10. New Accounts

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high Demand
Here's how New Accounts is used in Broker jobs:
  • Set company record by establishing 4 new accounts during initial probationary period.
  • Developed new accounts on nationwide computer network the increased sales substantially.
  • Directed new accounts, trade accounting, P&L statements, cancel and corrects, and error account activities.
  • Work with sales teams to establish new accounts and provide world class customer service and brokerage support.
  • Traveled throughout New England eastern New York to service existing accounts or cold call on new accounts.
  • Provide coverage for other departments functions such as establishing new accounts and model changes.
  • Prospected hundreds of new accounts including freight companies and lumberyards across the West coast.
  • Provided training for more than 70 new accounts in less than three years.
  • Recruited new accounts to continually expand the company's client base.
  • Establish new accounts maintain existing accounts * Estimating cost * Marketing
  • Maintain assigned account bases while developing new accounts.
  • Acquired new accounts through interaction with C-Level Executives.
  • Open new accounts to generate a client base.
  • Managed 22 sub-agents for sales of new accounts.
  • Led company in new accounts in 1989.
  • Prospected new accounts for my own book.
  • Open new accounts for the firm.
  • Gather renewal or additional information and analyze that data to offer renewal/new accounts assigned by the Commercial Underwriter.
  • Served as principle approver regarding all checks, wires, new accounts, and options.
  • Selected Achievement: Opened up several new accounts, including Aetna Middle Market-Hartford, AIG-Boston and Home Specialty-Boston.

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11. Market Research

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high Demand
Here's how Market Research is used in Broker jobs:
  • Expanded and strengthened existing account relationships by actively selling services based on current market research.
  • Conducted market research on technology programs supported by competing investment firms.
  • Conducted necessary market research and/or due diligence.
  • Set up web sites, used MS Front page, did market research, bought and sold expensive and rare cards.
  • Provided project supervision and market research for four commercial real estate brokers specializing in the metro west area.
  • Conducted market research and identified prospects for new business while maintaining current ship owner's portfolios.
  • Prepared rent roll estimates, conducted market research, and summarized findings for client presentations.
  • Conducted market research and analysis to insure cap rates of over 13%.
  • Apply organizational, market research, presentation and planning skills for top results.
  • Assisted senior brokers with portfolio management, trading, and Financial Market research.
  • Provide market research to analyze market demands and component trends.
  • Supplied necessary industry and market research to target new businesses.
  • Conducted financial feasibility studies, market research and planning.
  • Performed basic market research, wrote research reports.
  • Conducted and analyzed sell-side emerging market research to identify companies for inclusion in a fully diversified global assets allocation portfolio.
  • Conducted market research for maintaining data for all multi-family properties in Indianapolis region.
  • Assist investors with obtaining market research in regards to sale trends in their areas of interest.
  • Market research focused on the honey business in Argentina and the United States.
  • Conduct market research and analytics to identify appropriate listing price and profit margins.
  • Market Research Client Research & Acquisition

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2 Market Research Jobs

No jobs at selected location

12. Health Care

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high Demand
Here's how Health Care is used in Broker jobs:
  • Introduced and educated older and adults with disability on health care plans and eligibility
  • Explained health care eligibility and services offered currently for beneficiaries.
  • Process applications for health care coverage and interpreting of determinations made by NY HBE system and/ or reviewing plan changes.
  • Accomplished firm link for data points needed to mitigate breakdown in delivering service with evolving Health Care Account needs.
  • Educated clients on managed care - Assessed client's health care needs and assisted clients in choosing a health plan
  • Enrolled clients into health care programs that best suited their needs while always maintaining a patient and understanding character.
  • Maintain knowledge of disability-related employment, housing, transportation, health care and government benefit issues.
  • Researched coverage and premium options and supplied clients with the best health care coverage available.
  • Designed and implemented HIPAA 835 Payment Advice Transaction, 837 Health Care Claim Transaction.
  • Lead initiative for managing Health Care Account Growth utilizing effective communications with key players.
  • Display presentation skills and expertise by educating health care benefits to large groups.
  • Guided businesses through health care reform changes as well as market changes.
  • Assist clients in putting up health care facilities duly approved by OSPHAD.
  • Maintain a working knowledge of Medicaid and other State health care programs.
  • Educate clients on national health care trends and regulatory compliance requirements.
  • Experience working with DHS, health care facilitates and interpretation services.
  • Referred patients to appropriate health care services or resources.
  • Broker Advisor Provided administrative support to Director of Small Business Department regarding health care packages.
  • Coordinate events, such as health fair in collaboration with PAE, insurance companies and health care providers !
  • United Health Care, Humana].

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13. Property Management

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high Demand
Here's how Property Management is used in Broker jobs:
  • Coordinated and implemented project/property management.
  • Licensed independent contract Broker representing sellers, buyers, and responsible for property management.
  • Owned and operated real estate brokerage and property management companies.
  • Review existing property management processes, procedures and systems.
  • Manage general brokerage, commercial property management and sales/leasing.
  • Filled vacancies in private properties, processed and recorded rents paid monthly, tracked tenants using property management software and programs.
  • Negotiated bulk deals, assisted investors with their property management also assisted with closing of for sale by owner deals.
  • Oversee all in-house divisions: sales, rentals, residential, commercial, property management, and short sale/foreclosure.
  • Provided Designated Broker expertise to a large property management company in the Phoenix, AZ valley.
  • Provided real estate services such as; listing property, buyer representation, property management.
  • Own and operate Real Estate, Property Management, Insurance, Paralegal Services Corporation.
  • Managed operations for large, family owned real estate sales and property management company.
  • Developed close relationships with the property management office to ensure client move-ins were smooth.
  • Team Leader for 15 agents and 2 property management representatives.
  • Experience in sales, acquisitions and property management.
  • Handled all the marketing and property management.
  • Head sales and property management divisions.
  • Utilized multi-tasking and decision making skills in applying strategic property management techniques to enhance property value and promote customer satisfaction.
  • Operated a boutique Real Estate Investment and Property Management Company Specialized in managing and leasing office buildings and multi-family developments.
  • Process Invoices via LPS Desktop Request Foreclosure Deeds Property Management Valuations Department (BPO's, Property Inspections) Investments

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14. Medicaid

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high Demand
Here's how Medicaid is used in Broker jobs:
  • Provided complete and accurate information to recipients about Virginia Medicaid managed care programs.
  • Enrolled Virginia Medicaid recipients into managed care plans.
  • Respond to needs, questions, and concerns of customers by completing their Medicaid state insurance enrollment.
  • Assisted daily callers with Medicaid health plans and explained policies and procedures involving changes within health plans.
  • Handled over 200 daily calls for the State of Louisiana from current and potential Medicaid customers.
  • Provided enrollment services for applicants applying for PA Office of Long Term Living Medicaid waiver services.
  • Enrolled callers that were eligible for Medicaid in Health Plans and picking their Primary Doctor.
  • Assisted consumer on informing them regarding restriction under their case by the Medicaid office.
  • Create and maintain accurate and complete documentation on lengthy reports required by Medicaid.
  • Answered inbound calls enrolled clients in health care programs offered through Medicaid.
  • Enroll recipient that is eligibility for Medicaid in to the star program.
  • Enroll and transfer Medicaid and LaChip members in a health plan.
  • Provided case management for Medicaid waiver program with monthly home visits.
  • Assisted medicaid beneficiaries enroll with a medical plan and a physician.
  • Assisted Medicaid patients in enrolling into health and dental insurance plans.
  • Respond to incoming calls from Indiana State Medicaid members.
  • Call Center, Montana Medicaid Rep.
  • Worked under the project of NEW YORK MEDICAID CHOICE also known as CFEEC.
  • Created pending case for consumer that dont have CIN which is a medicaid number.
  • State Medicaid Program Planned and directed statewide program of public health education.

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3 Medicaid Jobs

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15. High NET

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average Demand
Here's how High NET is used in Broker jobs:
  • Oversee the retention of profitable high net worth customer relations and implement high value financial solutions which maximize our clientele needs.
  • Handle the sales and client relationships for a futures and options trading firm focusing on the high net worth investor.
  • Traded options on Japanese Yen, British Pound, and Australian Dollar for institutional and high net worth clients.
  • Broker insurance products to targeted clients in the mid market and high net worth range.
  • Provide real estate and development project management and consulting services to high net worth families.
  • Explained to high net-worth (HNW) investors and institutions the benefits of managed futures.
  • Managed $12 million in assets for 120 high net-worth clients; consistently grew portfolios.
  • Assisted top producing retail broker in high net worth department of well-respected New York firm.
  • Assist high net worth individuals and investors in building a real estate portfolio.
  • Booked air travel reservations for several high net-worth individuals and Fortune 500 companies.
  • Identify and contact prospective Institutional fund and High Net Worth clients.
  • Worked with higher priority and high net worth clients.
  • Provided relocation assistance to high net worth clients.
  • Generated consistent returns for high net worth clients.
  • Established relationships with high net worth individuals.
  • Assist high net worth individuals in executing and developing commodity trading strategies.
  • Bank Sales Consultant Cultivate and manage new and existing client relationship of high net worth individuals and their related business.
  • Prospected and organized sales presentations to pitch high net worth individuals, and opened over 50 new trading accounts.
  • Helped high net worth investors and seasoned market participants with specialized trading strategies in the global currency markets.
  • Opened a high net worth account which developed into [ ] worth of investments within three weeks.

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16. Residential Properties

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average Demand
Here's how Residential Properties is used in Broker jobs:
  • Develop and expand personal business representing buyers and sellers of residential properties.
  • Negotiated contract terms and managed closing process of residential properties.
  • Directed Capital Improvement Projects of both commercial & residential properties.
  • Experience in property preservation related to foreclosed residential properties.
  • Managed multiple residential properties in a master planned community.
  • Provided ongoing brokerage services for residential properties.
  • Presented commercial and residential properties to buyers - units from $500,000 to $6 million.
  • List residential properties and manage the representation and sale of property on behalf of the seller.
  • Marketed REO residential properties and performed Broker opinions of market value in Kansas and Missouri.
  • Showed residential properties and explained the features, value and benefits of available homes.
  • Market residential properties and furnish comprehensive real estate services throughout Orange County.
  • Listed numerous properties and oversaw sales and leasing of residential properties.
  • Assist clients in the buying and selling of residential properties.
  • Assist Buyers with the purchase of residential properties.
  • Manage 10 local residential properties for local landlord.
  • Market and sell residential properties throughout the Dallas/Ft.
  • Broker for residential properties and vacant land.
  • Licensed Real Estate Agent (part time) Listed and/or sold residential properties.
  • Listed and sold single and multi-family residential properties in the north Dallas area.
  • design General Real Estate Sales of commercial & residential properties Specializing in REO, Estate & Asset Managed properties Client-focused

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17. Sales Goals

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average Demand
Here's how Sales Goals is used in Broker jobs:
  • Achieve territory sales goals through sharing sales ideas, providing product information, gather marketing data and offering sales support.
  • Maintained high levels of gross profit - Exceeded sales goals set by executive management - Built strong relationships with customers
  • Increased contract retention to 22% of all at-risk contracts, exceeding all retention and sales goals.
  • Establish, retain and deepen relationships with existing customers and new customers to achieve sales goals.
  • Accomplished marketing and sales goals by launching and overseeing comprehensive marketing sales and branding plans.
  • Received recognition and Sales Awards in 2005 and 2006 for the achievement of sales goals.
  • Developed customer base needed to meet sales forecast and sales goals for the month.
  • Hired, trained, and managed retail merchandisers to aggressively pursue sales goals.
  • Set and exceed rigorous personal sales goals with strict focus on client satisfaction.
  • Maintained a positive attitude under pressure, met and exceeded sales goals.
  • Recognized for consistently exceeding Sales Goals for (10) consecutive months.
  • Surpassed sales goals and developed a complete marketing program where none existed.
  • Established a flexible marketing plan that achieves desired quarterly/yearly sales goals.
  • Guide senior sales associates in achieving and exceeding sales goals.
  • Worked in a team environment to achieve monthly sales goals.
  • Planned, communicated and executed sales goals.
  • Achieved the company's aggressive sales goals.
  • Established sales goals and marketing programs.
  • Exceeded sales goals every quarter.
  • Achieved sales goals and consistently produced multi-million dollars Producer for more than a decade.

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18. Business Development

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average Demand
Here's how Business Development is used in Broker jobs:
  • Provide high-level brokerage services and responsible for business development, partner relationship management as well as HR management and risk mitigation.
  • Employed a core focus on business development, account management and distributor relations, representing leading food manufacturers.
  • Manage daily operations, business development, and identification of recommendations for futures and options trades.
  • Created budgets, financial forecasts, financial management frameworks and business development strategies.
  • Selected to repair relationship with dissatisfied credit unions through business development.
  • Partnered with business development to identify major account opportunities.
  • Contracted $13 million worth of businesses and commercial real estate for sale through lead generation and new business development.
  • Orchestrated all facets of marketing/business development; including hiring new employees, payroll maintenance, contract bidding and operations Support.
  • Developed marketing and business development plans, as well as marketing collateral materials that were effective in achieving sales goals.
  • Involved in all aspects of operations including rate negotiations, scheduling, dispatch billing for commissions and business development.
  • Performed hundreds of cold calls to potential clients with ease and success towards business development.
  • Engaged in business development while successfully bringing new corporate clients to the firm.
  • Assisted brokers with marketing and transactional material to support projects and business development.
  • Prepared and delivered presentations and seminars to clients for business development purposes.
  • ACT Print Systems, Allen, TX - New Business Development Uncovered $10M of printer need in the first quarter.
  • Engaged Schwab Signature Gold & Platinum clients in over-the-phone trade entry, business development, market education and high-level client service.
  • Gained valuable sales experience on the business development overflow team, assisting prospects and clients and positioning appropriate financial solutions.
  • Managed marketing and business development staff that included (2 loan officers and (1) processors in day-to-day operations.
  • Prepare quick turnaround materials toward property tours, as well as pitch presentations towards new business development.
  • Direct the business development team in marketing Cordium s broker-dealer consulting services.

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5 Business Development Jobs

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19. SQL

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Here's how SQL is used in Broker jobs:
  • Created new Message flows (using ESQL) and Modifying the existing Message flows to incorporate any change requests.
  • Designed and created Message sets using MRM import techniques and Message flows using ESQL to interface with various systems.
  • Developed coding using SQL, PL/SQL, Queries, Joins, Views, Procedures/Functions, Triggers and Packages.
  • Worked on Message Sets, Message Flows to encapsulate the business logic using IBM Nodes and ESQL.
  • Developed ESQL code to execute stored procedures, to get information from database tables, views.
  • Use of SQL Server 2008 for Queries to check the validity of the user defined functions.
  • Performed the unattended installations of the client tools for SQL Server 2012 and 2008R2.
  • Developed ESQL code using PASSTHRU statements to connect with the databases from Compute Nodes.
  • Developed ESQL for calling stored procedures and external Java interfaces from Compute Nodes.
  • Created TSQL script library to assist in the setup of new servers.
  • Developed Message Flows, ESQL Statements, Message Sets, Pub/Sub applications.
  • Developed ESQL according to the business rules for message content routing.
  • Coded the complex ESQL work modules for the new services.
  • Conducted performance tuning of IIS and SQL 7.0 application.
  • Develop SQL queries to assist in data retrieval.
  • Developed rules and ESQL for message content enrichment.
  • Used Validations to validate the ESQL code.
  • Involved in Debugging ESQL and Java code.
  • Developed messageflows using ESQL to perform database operations and to implement business logic.
  • Load Balancing) Microsoft SQL Server 2005, 2008, 2014 database o Web Applications support.

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4 SQL Jobs

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20. Phone Calls

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Here's how Phone Calls is used in Broker jobs:
  • Number 1 Territory in the nation and proactively make 2 times as many outbound phone calls when compared to my peers.
  • Answered phone calls to new and existing customers, and answered to any question pertaining to loads that I have posted.
  • Answer phone calls and dispatch company loads, create and maintain driver paperwork, and assist in organized filing for reference.
  • Answer phone calls build rapport to produce sale productivity Identify sales prospects and contact these and other accounts as assigned.
  • Updated multiple excel logs; maintained daily calendar; multiple emails; maintained incoming and outgoing phone calls.
  • Communicate with their co-workers and client through messaging, phone calls or the use of computers.
  • Supported supervisors regarding escalated client phone calls and trade approvals while displaying strong confidence and empathy.
  • Maintained strong client relations via SalesForce system, email and follow up phone calls.
  • Handle all in-bound and out-bound phone calls to potential clients looking to move vehicles.
  • Exceeded sales dollar, talk time, and phone calls monthly quotas from management.
  • Responded to a heavy load of e-mails, phone calls and provided online support.
  • Answered all phone calls as needed - particularly those pertaining to scenario questions.
  • Prioritize work-requiring follow up: - Made outbound phone calls on overdue orders.
  • Greet customers, answer phone calls, Send and Reply to E-mails.
  • Identify new business generation through eighty phone calls daily.
  • Fielded internal and external phone calls from customers.
  • Followed up with prospects and realtors via email, thank you cards, and telephone calls.
  • Received phone calls from OTR drivers for loads Contacted other brokers to find loads/drivers
  • Communicate with clients via email and phone calls !
  • Tax Broker Filling Scanning Answering phone calls Keeping Inventory

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21. Life Insurance

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Here's how Life Insurance is used in Broker jobs:
  • Managed client relationships and provided expert advice to clients on property finance and life insurance management decisions.
  • Prospected and wrote individual permanent life insurance polices.
  • Studied and successfully obtained Series 7, Series 63 and Health and Life Insurance licenses in record time of three months.
  • Contracted as a broker, engaged in establishing life insurance plans in order to satisfy retirement and estate needs.
  • Provide Gap (cash supplemental), disability, long-term care, and life insurance options for clients.
  • Assist callers with questions concerning health, dental, STD, LTD and life insurance in their plan.
  • Analyze 401 K's, financial statements; prepare life insurance contracts, 529 plans, financial spreadsheets
  • Assist families with preparing home and personal budgets and utilize information to show benefits of life insurance.
  • Obtained my North Carolina, South Carolina, and New York State Life Insurance and Annuities licenses.
  • Full agency for Columbus Insurance, specializing in life insurance, securities & annuities.
  • Sell annuities, life insurance and a multitude of other financial products including IRAs.
  • Provide clients with auto, motorcycle, home, business and life insurance quotes.
  • Maintained annual continuing education requirements for both Life Insurance and Series 6 licenses.
  • Designed a certification portal for 27,000 licensed producers to increase life insurance knowledge.
  • Processed time sensitive correspondence for life insurance, mutual funds, and stocks.
  • Obtained Series 7, Series 63, and Life Insurance Producer Licenses.
  • Prepare Long Term Care and Life Insurance illustrations.
  • Specialized in Final Expense Life Insurance.
  • Processed annuity, mutual fund and variable life insurance transactions in a timely manner.
  • Sell life insurance Final expense, Mortgage protection insurance.

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22. Business Owners

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Here's how Business Owners is used in Broker jobs:
  • Experienced business brokerage firms specializing in helping business owners sell their business and potential buyers to purchase an existing business.
  • Analyzed, prepared and developed insurance and investment programs for individuals and small business owners to increase sales revenue
  • Conduct 12-15 face-to-face sales presentations weekly to small/medium-size business owners.
  • Conduct objective and confidential business evaluations for business owners.
  • Sell business for business owners, and obtain businesses for business buyers through company valuation, marketing, and financing services.
  • Developed a strategic marketing campaign targeting first time home buyers, attorneys, Business owners which have generated substantial referrals.
  • Apply sales price increase techniques leading to one and a half million dollars in additional sales to local business owners.
  • Work closely with local and national business owners to establish credit needs and provide financial solutions for those needs.
  • Connect with small business owners to establish retirement plans while also helping to protect the company and manage taxes.
  • Originated businesses for sale, represented business owners during the sales processes, and introduced innovative marketing strategies.
  • Secured contracts with a variety of different types of business owners and prepared their businesses for sale.
  • Represent business owners in the marketing and sale of their business and real estate.
  • Guide business owners on strategies to keep the business profitable during challenging times.
  • Provided risk management solutions for business owners in the Midwest region.
  • Connected with business owners to present benefits of PEO services.
  • Solicited business owners for the sale of their business.
  • Prospected and identified small business owners seeking to transfer ownership.
  • Identify business owners from multi-faceted industries seeking exit strategy.
  • Develop several health insurance plans and present solutions to business owners to meet specific clients' needs.
  • Provided professional and administrative support to over 300+ Tradebank clients (small business owners).

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23. Customer Base

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Here's how Customer Base is used in Broker jobs:
  • Boosted foreign and domestic customer base while surpassing revenue targets year-over-year due to exemplary partnership building and competitive tactics.
  • Developed and expanded customer base by providing exceptional service.
  • Engineered banking/trading client communications & investment bank customer base.
  • Performed prospecting activities to expand customer base.
  • Maintain large customer base and exceed client expectations to preserve long-term relationships and trust with investing and consulting on their budget.
  • Increased end-user customer base 240% by consistently exceeding required number of initial and follow up sale calls.
  • Increased monthly sales by 19% by implementing strategies to develop and expand existing customer base.
  • Acquired five new clients within first two months increasing our branch customer base by 20%.
  • Worked with local and national printing companies and produced collateral for an existing customer base.
  • Leveraged data to target, court and sustain customer base to expedite closings.
  • Manage Loan Officers and Provide Loan Service to self obtained customer base.
  • Expanded customer base by cold calling and building trusting relationships with customers.
  • Maintain and grow customer base through providing superior customer service.
  • Called on supermarkets and restaurants to grow customer base.
  • Trained sales force and customer base personnel.
  • Increased customer base by 94%.
  • Created and Established new partnerships with core carriers to increase carrier inventory to 7000 Established and maintained a customer base.
  • Maintained and expanded customer base in the north-east U.S. * Negotiated transportation services for dealerships nationwide.
  • Key Accomplishments: Development of customer base and maintaining for many customers for many years.
  • Produce Broker Bought and shipped product for existing customer base.

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24. Due Diligence

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Here's how Due Diligence is used in Broker jobs:
  • Worked with businesses in transition in site selection/evaluation, lease/buy analysis, sourcing financing, negotiating contracts and performing due diligence.
  • Performed due diligence on proposed partnerships, analyzing projected income against future expenses.
  • Processed Investment paperwork keeping up with regulatory requirements & due diligence.
  • Handled buyer interviews, discussions, and negotiations with potential buyers; facilitated the progress of due diligence investigations.
  • Originated private offerings, conducted all aspects of regulatory due diligence (1022) on behalf of FLF.
  • Conferred with title companies, lenders, appraisers, building and environmental inspectors during the due diligence.
  • Assist title examiners with due diligence, copies, research title gaps, and document gathering.
  • Guided both buyer and seller through due diligence and assisted with the flow of information.
  • Performed quality work in title research, due diligence, curative and HBP title work.
  • Conducted due diligence in Reeves County in preparation of drilling oil & gas wells.
  • Collaborated with sales to perform KYC and due diligence of newly obtained business.
  • Trained new team members on applying due diligence procedures and regulatory mandates.
  • Engaged in due diligence activities to maintain stringent standards of account management.
  • Coordinated the due diligence procedures with Underwriter's lawyers and CS.
  • Perform due diligence required in purchase and sale transactions.
  • Conduct all legal and financial due diligence.
  • Conducted market research and due diligence.
  • Experience on Due Diligence and having 4 months of onsite experience with IKEA at Sweden.
  • listed properties, negotiated contracts, performed due diligence and attended closings.
  • Broker education LIC is inactive due to health Skills Used Accuritsy Due Diligence Curtisy personable attributes

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25. XML

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Here's how XML is used in Broker jobs:
  • Created Message flows without Message set which used custom XSD/XSLT transformations to XML and Fixed Length Message (TDS).
  • Experienced with web services, SOAP, REST, XML and XSD's extensively used ESQL to Handle Message Transformation.
  • Developed front end & back end handler configurations, processing rules details, processing actions, XML Manager.
  • Implemented Service Oriented Architecture (SOA) with XML based Web Services (SOAP/UDDI/WSDL).
  • Developed WMB flows to transform XML messages to XML, MRM messages.
  • Played major role in designing & developing JSP pages and XML reports.
  • Handled Message Transformation between XML, COBOL Copybook and C Structures.
  • Worked in transformations of XML and TDS format messages.
  • Designed DTD's for XML representation of data.
  • Created XSLT style sheets for the XML data transformation from XML to XML and from XML to HTML.
  • Created XSD's, XML's and XSLT's using Message Broker Toolkit.
  • Worked with CWF, TDS and XMLNS, XMLNSC message formats.
  • Created message sets for XML data with client XSD's.
  • Developed XML Schema, XSLT and WSDL using XMLSPY.
  • Worked extensively in sending and receiving SOAP messages with the Integration Server and XML data validations against the schemas.
  • Developed Maps from EDI to XML in WTX Created Type trees and used WTX industry packs.
  • Invoked the web service from Message flows through XML gateway in a secured manner.
  • Achieved transformation of messages from XML to Function code, and vice versa.
  • Designed and developed XSD schemas for validating XML messages.
  • Involved in developing XML Schemas, DTDs using XML Spy 4.0.1, parsing XML's.

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26. Medicare

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Here's how Medicare is used in Broker jobs:
  • Oversee Medicaid- and Medicare-related paperwork related walk in enrollments.
  • Work with agents and brokers to process their licensing, appointment and contracting credentials for Medicare Supplement Products.
  • Provide sales to Medicare recipients in all aspects of the benefits available to them from various insurance companies.
  • Conduct monthly home visits with family members, completing assessments for the Michelle P Wavier under Medicare guidelines.
  • Complete necessary forms for the county (Medicare, Long Term Care Functional Screen etc).
  • Attend Senior generated events to educate or inform the senior market about medicare updates.
  • Assist Medicare eligible clients for choosing the best Medicare supplemental or advantage plans.
  • Sell Life, Accidental Death & Dismemberment & Medicare Complete policies independently.
  • Educated in depth on Medicare Advantage and Medicare Prescription Drug Plans.
  • Maintain an average of 20 new Medicare enrollments
  • Sell Medicare Advantage plans to eligible subscribers.
  • Focus on Medicare and the Senior Market.
  • Provided Medicare education to retirees transitioning into the individual market Conducting needs analyses, to asses' retiree's medical needs.
  • Answered phones for Medicare patients that had any questions or concerns reguarding their health plan or prescriptions.
  • Certified on the FFE Marketplace for both individual and SHOP plans Certified Medicare consultant.
  • Prepare and deliver in-home presentations Present Medicare products at seminars Follow up on leads for Medicare products
  • Enrolled retirees into appropriate Medicare Advantage Plans and Medigap/Supplement plans.
  • Consulted and reccommended Medicare Healthplans to medicare beneficiaries.
  • Certified Agent for all three major carriers Sold Medicare Advantage Plan Held Sales and Educational events to educate and enroll new members
  • Contracted with several medicare companies such Emblem and Touchtone to market products on their behalf to increase their enrollments.

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1 Medicare Jobs

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27. Market Conditions

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Here's how Market Conditions is used in Broker jobs:
  • Monitored daily foreign currency market conditions, analyzed data and charts.
  • Provided daily pricing strategy in environment with constantly changing market conditions.
  • Valued businesses after review of financial statements and market conditions.
  • Market analysis of current market conditions and client advisement.
  • Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics.
  • Respond quickly, intelligently and effectively to customer questions and concerns or ideas with respect to market conditions.
  • Provide detailed report of property condition with all needed repairs and pricing based of current market conditions.
  • Analyze, and implement customer-pricing strategies based upon historical data, market conditions, and corporate objective.
  • Based on research and analysis of local market conditions, set resale prices for properties.
  • Advise clients on market conditions, prices, mortgages, legal requirements and related matters.
  • Analyzed market conditions and trends to determine the best time to execute securities transaction orders.
  • Advise clients on prices, mortgages, market conditions, and other related information.
  • Communicate and explain capacity issues, market conditions and current market rates.
  • Advised Seller on current market conditions, promotions, and competition.
  • Educated potential clients on the industry and current market conditions.
  • Evaluated ongoing market conditions and trading environment for clients.
  • Facilitated wealth management services to high net worth individuals - Advising securities, investment plans, and market conditions to clients.
  • Conduct 10 annual seminars and trainings on understanding market conditions and current real estate practice.
  • Analyzed market trends, market conditions, and prepare weekly technical analysis reports.
  • Demonstrated survivability in investment transaction services through the most difficult market conditions in a generation.

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1 Market Conditions Jobs

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28. Cold Calls

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Here's how Cold Calls is used in Broker jobs:
  • Develop new carrier business and negotiate prices though cold calls and oversee freight progress to ensure punctual delivery.
  • Prospected aggressively and presented products to key decision-makers during cold calls; and doubled clients in practice.
  • Generated results through cold calls, direct mailers, canvassing, drop cards, and networking.
  • Develop and maintain a portfolio of clients and carriers through professional research and daily sales/cold calls.
  • Called on current and prospective clients, completing over 300 cold calls per day.
  • Completed intensive training program to prepare for Series licenses -Assisted with leads and cold calls
  • Created 10 face to face visits based on 100 cold calls per week.
  • Generated listings for sales and rental properties through cold calls and referrals.
  • Contacted prospective customers from referrals and cold calls to expand client base.
  • Maintained a daily quota of 80 outbound cold calls per day.
  • Executed 150 cold calls per day to increase client base.
  • Identified & opened new customers through daily cold calls.
  • Make cold calls to potential investors from supplied leads.
  • Make cold calls to develop new business.
  • Make cold calls and call current accounts.
  • Averaged 400 to 600 cold calls daily.
  • Make cold calls to create lead opportunities.
  • Conducted Cold Calls to expand business.
  • Performed 250 cold calls a week to Fortune 1,500 CFO's.
  • Make cold calls to manufacture companies and factories to provide them with semiconductors and electronic hardwares.

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29. Open Houses

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Here's how Open Houses is used in Broker jobs:
  • Prospect for new customers/clients by conducting daily open houses, cold calling and utilization of internet marketing initiatives.
  • Promoted sales of properties through advertisements, open houses, and participation in multiple listing services.
  • Marketed and sold property for clients by hosting open houses and advertising online and in print.
  • Promoted properties via networking, multiple listing service, advertisements, open houses and social media.
  • Conduct Open Houses, Broker Price Opinions, and periodic property checks for bank-owned properties.
  • Job entails networking via social media, open houses, hosting events with the firm.
  • Plan and direct activities such as sales promotions, broker open houses, and advertisement.
  • Showed properties to potential buyers and other brokers at open houses and by appointment.
  • Develop marketing/advertising plans for properties, cold calling, networking, conducting open houses.
  • Conducted open houses, assisted in home design and coordinated client selections.
  • Promote properties through advertisements, open houses, and listing services.
  • Schedule, advertise and work open houses on listed properties.
  • Assist with Open Houses and measure homes for listings.
  • Open houses and clean for summer residents.
  • Conduct Open Houses for perspective home buyers.
  • Hosted numerous Broker/Agent tours for open houses.
  • Coordinate and Run Open houses for listings
  • Scheduled open houses and caravan tours.
  • Facilitate open houses for prospective Sellers.
  • Promote sales through advertisements, open houses and listing services Remain knowledgeable about real estate markets and best practices

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30. REO

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low Demand
Here's how REO is used in Broker jobs:
  • Reorganized office files and records which provided a work environment more conductive to productivity.
  • Negotiated repair and maintenance contracts with outside vendors and monitored performance thereof.
  • Assisted Appraiser's with, FHA appraisals and REO addendum's with turn around time of 24 -48 hours after inspection.
  • Created business model and online platform to effectively generate mid-market, OREO bank listings; listed/managed 25-50 properties.
  • Process Improvement: Improved efficiency by 30% by reorganizing the leasing department.
  • Experienced in REO Sales as a Listing broker with Fannie Mae.
  • Assisted agents in condominium developer sales, short-sales and REO's.
  • Awarded four USDA REO contracts and three HOA management contracts.
  • Consult first time homebuyers/investors in purchasing REO/Foreclosed Properties.
  • Provided information on transfers, cash disbursements/ach/wires, company reorganizations, stock splits, dividends, and available products.
  • Experienced in working with distressed properties including, REOs, short sales, foreclosures and bankruptcies.
  • Key Achievements: Managed million-dollar HUD property and REO property contract for nine New Jersey counties.
  • Broker Price Opinions, Appraisal Coordination and Review REO and asset management for various clients.
  • Specialize in the sale of REO properties, short sales and regular retail sales.
  • Manage, maintain, and contract repairs for numerous Reo properties throughout Chicago.
  • Specialized in REO and investment property.
  • Worked closely with the COO to reorganize workflows for all admin staff in both the United States as well as Australia.
  • Connected to REO companies to profit from a growing trend of foreclosures, short sales, and FSBOs.
  • Manage a team to provide REO solutions for Freddie Mac Freddie mac, Accredited A*REO Agent Century 21 Horizon
  • Credit & Compliance Manager Closing Manager REO Manager Foreclosure Supervisor Quality Assurance/Control Manager Credit Analyst Foreclosure Manager

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31. Insurance Companies

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low Demand
Here's how Insurance Companies is used in Broker jobs:
  • Communicated and educated insurance companies on new safety programs and techniques offered to the transportation industry.
  • Developed professional relationships with numerous bankers, grain elevators, and crop insurance companies.
  • Visit Underwriters of assigned Insurance Companies to build relationships and gather market intelligence.
  • Experienced performing residential inspections for insurance companies.
  • Researched insurance companies' policies and negotiated with underwriters to find the most suitable insurance at the best price.
  • Organized and facilitated underwriter road show presentations with clients and insurance companies in New York, Bermuda and London.
  • Obtained lenders, insurance companies, electronics and other aftermarket vendors on board to promote a turnkey vessel.
  • Developed and maintained a good working relationship with insurance companies and their personnel and colleagues.
  • Demonstrated the ability to serve as a solid link between recipients and health insurance companies.
  • Negotiated agreements with national banks, mutual fund and insurance companies and vendors.
  • Work with all health insurance companies in California; Certified Covered California agent.
  • Worked with Insurance companies to help create business opportunities in niche markets.
  • Broker with independent agency and appointments with a variety of insurance companies.
  • Processed claims and acted as liaison between insurance companies and clientele.
  • Acted as intermediaries between clients and insurance companies.
  • Designed reinsurance and retrocession agreements for re/insurance companies, thus creating additional profit centers to grow business.
  • Maintained up-to-date knowledge of guidelines and regulations for multiple insurance companies.
  • Appointed with several health insurance companies to provide comprehensive health products as well as auxiliaries as well.
  • gained experience in dealing with customers as well as insurance companies.
  • Assisted in writing personal lines with multiple insurance companies.

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32. Risk Management

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low Demand
Here's how Risk Management is used in Broker jobs:
  • Coordinated and administrated casualty service teams in providing brokering and risk management consultation to client base.
  • Reviewed mortgage broker applications for the wholesale lending department Followed risk management procedures regarding approval/decline of applications
  • Collaborated with Life Products Operations management for effective enterprise risk management.
  • Associate in Risk Management Designation.
  • Specialize in commercial asset protection and risk management for logistics, transportation, project cargo, SCM, and business continuity.
  • Worked on various aspects of Risk Management - with respect to Credit Risk, Market Risk and Operational Risks.
  • Controlled Risk Management for Operational Compliance by developing a work program to comply with all current SEC Rules.
  • Execute the duties of risk management on client Self-Directed futures and FX futures trading accounts.
  • Assured compliance with SOX Regulatory; led Regulatory, Operations, and Risk Management engagements.
  • Provided derivatives training and risk management consulting to producers and small niche players.
  • Provide contract safety services and risk management for small and large companies.
  • Aided clients in estate planning, retirement planning, and risk management.
  • Conducted all annual universe planning, scoping, and risk management processes.
  • Risk management plan, setup of Communication and change control procedures.
  • Assisted in Highly valued customer trading, Risk management.
  • Provided risk management expertise to small niche players.
  • Provided advice to clients on risk management.
  • Risk Management Coordinator Responsible for the administration and implantation of workers' compensation and liability programs for clients.
  • Conducted risk management assessment, Financial analysis, benchmarking, claim and underwriting guidance for client presentations while determining strategic direction.
  • Created a Credit Risk Management web site and numerous web based utility programs.

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33. Loan Portfolio

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low Demand
Here's how Loan Portfolio is used in Broker jobs:
  • Identified market trends prior to the 2008 crash, and established a niche real estate practice that served overburdened loan portfolios.
  • Increased mortgage loan portfolio by developing business contacts, attracting mortgage customers, and completing mortgage loan processing and closing.
  • Consulted portfolio clients to maximize ROI and cash flow across their loan portfolio through restructuring debt ratios.
  • Managed and maintained the Cayman Loan Portfolio.

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34. LLC

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low Demand
Here's how LLC is used in Broker jobs:
  • Served as co-owner of East Coast Media Group LLC, opening franchises in Greensboro NC and Charleston SC.
  • Provide marketing services for properties owned and developed by LandMAX Properties, LLC.
  • Owned and operated New Freedom Real Estate, LLC.
  • Opened many million dollar LLC's in private equity.
  • Broker: ACE Express LLC.
  • Performed audit risk assessment related to reverse merger, spin off of several assets, and transition from INC. to LLC.
  • Licensed Maryland real estate broker and owner of Witz Realty, LLC, which provides commercial and residential realty services.
  • Opened brokerage company to find retail strip sites to co-develop with Scherer Development, LLC.
  • Raised startup capital for Gunner Gold LLC, a precious metals mining company.
  • Represent Invesco, Ltd. and Square Mile Capital LLC.
  • Handled allcustomer questions, concerns, and complaints.
  • Acted as liaison between E*TRADE Clearing LLC and Exchanges, ECNs, and Market Makers.
  • Contract Landman, Easterling Acquisitions, LLC (Broker)
  • Contract Landman, Exterra Resources LLC (Broker)
  • BLUE SEA PRODUCTS, LLC; Perth Amby, NJ EMPRESS INTERNATIONAL; Lake Success, NY

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35. MLS

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low Demand
Here's how MLS is used in Broker jobs:
  • Generate properties for sale, their locations and descriptions, and available financing options using NWMLS, NAR and SCARR systems.
  • Locate viable development properties using various tools such as county records, GIS, MLS, and other information systems.
  • Enter properties for sale, including details such as location and features, into the MLS.
  • Meet with customers to determine interest and price, show and list properties on the MLS.
  • Input change when necessary information in the MLS system for real estate properties.
  • Managed all aspects of property listing in MLS from contract negotiations through closing.
  • Input new listing information into the MLS Database and keep current.
  • Identified prospective clients through MLS and other databases including FISBO sellers.
  • Loaded data in MLS; created and dispersed marketing material.
  • Maintain all office listings through MLS software.
  • Monitored and updated MLS property listings.
  • Broker of Record for DRE and NMLS.
  • Researched city/county/state records and MLS for data to use in competitive market analysis and pre-negotiation strategies.
  • Write marketing descriptions for listings, and market on social media, MLS websites, Zillow, etc.
  • Created & managed listings, prepared & distributed prospect/client reports using the MLS (TReND) system.
  • Participate in the MLS (Multi-List-Service) Answer/negotiate transactions for clients via phone or in office.
  • Used XMLSpy to develop and debug XML and XSLT based applications.
  • Licensed Realtor: Extensive knowledge of MLS system.
  • Implemented XML Messages, SOAP messages using XMLSpy.
  • Advertised properties using a variety of methods including, entering client information into Fmls and Mls databases.

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36. Financial Institutions

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low Demand
Here's how Financial Institutions is used in Broker jobs:
  • Prepare all documentation for real estate transactions and communicate all necessary information to title companies and financial institutions regarding the transactions.
  • Expedited trading of natural gas futures contracts on open-outcry brokerage floor between large financial institutions and energy firms.
  • Manage financial institutions' portfolio of non-performing real estate assets / commercial residential.
  • Documented and submitted credit reports to financial institutions for approval of vehicle leases.
  • Opened doors to more sophisticated clientele and senior management of financial institutions.
  • Represented individual owners, financial institutions, government institutions and corporations.
  • Developed strong relationships with financial institutions to secure lowest pricing.
  • Determine housing values for financial institutions and asset management companies.
  • Account handling of major domestic and international financial institutions.
  • Develop relationships with traders at top financial institutions.
  • Book of business consisted of Special Lawyers Program, Financial Institutions, Church Program, Property Owners, Manufacturing and Retail.
  • Negotiated lease terms on behalf of various financial institutions and Fortune 500 companies to acquire new office locations.
  • Managed client base of major banks, financial institutions and a number of specialized smaller houses worldwide.
  • Account management of a group of wholesale financial institutions with a focus on European Government Bonds.
  • Ensured compliance with outside auditors and regulations, and good relations with clients and financial institutions.
  • Account handling of major banks and financial institutions worldwide.
  • licensed by the Virginia State Corporation Commission/Bureau Financial Institutions as Principal Broker Advertising; Marketing; Sales; Management; Accounting
  • Developed a successful client base from the top 200 domestic and international financial institutions globally.
  • Developed a strong customer base of key financial institutions, including NationsBank, Sakura Global Financial Products and Morgan Guaranty Trust.
  • Traded money, Commercial Paper, CDs and Foreign Currencies between Banks and Financial Institutions

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37. DB2

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low Demand
Here's how DB2 is used in Broker jobs:
  • Develop and migrating existing message flows using DB2 Databases to Oracle databases as part of database migration project.
  • Worked closely with DB2, AIX, Windows support teams during WebSphere MQ and WBI Message Broker builds.
  • Developed flows to interact with DB2 on Mainframe by using ESQL, Pass-through and Stored Procedures.
  • Created ODBC connections to access Oracle and DB2 DBMS systems.
  • Involved in working with UDB-DB2.
  • Developed Message Flows for SQL based patterns to load data from DB2 on AS/400 to Oracle Database and vice versa.
  • Involved in migrating message flows using DB2 database to Oracle Database by configuring ODBC datasources.
  • Installed Message Broker Toolkit, Broker Runtime, DB2 and WebSphere MQ on windows environment.
  • Conduct multiple upgrade passes in a highly customized table-space allocation of a DB2/zOS platform.
  • Configured the Oracle and DB2 as the database connections for IIB runtime environment.
  • Created SQL's on DB2 to make sure the customizations are applied properly.
  • Involved working with DB2 database as a backend.
  • Performed DB2 sql and informatica maps Performance comparisons Developing Control-M jobs that call PMCMD scripts as per the required schedule.

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38. Unix

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low Demand
Here's how Unix is used in Broker jobs:
  • Installed MQ and Message Broker on Windows and UNIX Platforms.
  • Code was written to be cross-platform between Windows and Unix.
  • Developed UNIX and Perl Scripts for maintenance of MQ systems.
  • Implemented basic restart/recovery procedures, Administration and Configuration of WMQ/WMB products on Multiple Platforms (AIX/UNIX, Windows, Linux ).
  • Tested maps in Dev and QA on AIX UNIX environment using Command Server.
  • Created and Scheduled jobs through Tivoli schedulers and through UNIX CRON entry.
  • Developed UNIX Korn Shell scripts to schedule and run jobs.
  • Worked in a Novell/Pick and Unix/Lotus Notes environment.
  • Monitored MQ objects using Qpasa and UNIX Scripts.
  • Job Responsibilities: Installation, Configuration, and Administration of MQ Series product on AIX, Solaris, HP-Unix and Windows.
  • Installed and configured Jmeter for performance testing on ESB Interfaces in unix, and Windows platforms.

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39. CRM

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low Demand
Here's how CRM is used in Broker jobs:
  • Documented and managed self-generated portfolio tracking sales cycle within CRM database.
  • Manage pipelines, CRM input, and implemented drip campaigns to introduce new recruits to the ICA brand and platform.
  • Developed CRM use standards to establish a seamless customer experience between call centers and retail branches.
  • Collaborated with inbound HR & CRM systems as well as outbound ERP system and reports.
  • Maintained and managed 2000+ client CRM system, and facilitated training for staff.
  • Time Inc. uses PeopleSoft CRM to sell and manage advertisements on its magazines.
  • Use Sales Force CRM system to track and record contacts with potential customers.
  • Administer & maintain CRM to maintain investor relations and market new projects.
  • Trained numerous junior brokers in the call sequence and use of CRM.
  • Developed and maintained a sales pipeline utilizing the CRM system.
  • Updated the ERP/CRM DataBase with modification data in carrier status.
  • Used CRM systems to perform database management.
  • Assist office in overcoming CRM malfunctions.
  • SAP CRM is the consumer application.
  • Managed CRM and Access databases.
  • Utilized Salesforce CRM Platform, MS Word, Outlook, Excel, and PowerPoint in marketing efforts, high proficiency.
  • Configured the Overall preferences and assigned the Provider Groups for the Users who will be using CRM HR Helpdesk.
  • Toll Collect CRM 9.0 Implementation project is being implemented by Cognizant along with T-Systems of Germany.
  • Maintained client relationships and managed leads using the Salesforce CRM system.
  • Customized Peoplecode between Peoplesoft CRM and Finance for Integration Broker for implementing default messaging to work.

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40. High Volume

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low Demand
Here's how High Volume is used in Broker jobs:
  • Managed high volumes of financial activity in a fast-paced, risk-based corporate environment.
  • Launched high volume electronically in the agricultural products.
  • Establish Strong relationships with customers, capability to be productive in a high volume fast paced work environment.
  • Created an environment of communication between real estate companies to ensure a high volume of real estate closings.
  • Identify, analyze, and resolve operational risks that arise from clearing and maintaining high volume strategies.
  • Serviced incoming and outbound high volume calls while adhering to company's strict privacy and attendance policies.
  • Possess comprehensive experience in problem resolution, all in time critical fast paced, high volume settings.
  • Handled a high volume switchboard and utilized phone and data software while taking and placing calls.
  • Managed order deck and assisted with execution of overflow orders during high volume Government report periods.
  • Opened, owned and operated a high volume real estate brokerage in a highly competitive market.
  • Assisted high volume producer in the day to day functions associated with conducting sales business.
  • Hired, trained and supervised a team of five high volume real estate agents.
  • Handled high volume of internet leads with a conversion rate of 18%.
  • Answer and screen a high volume of incoming customer inquiries and addressing concerns.
  • Answered a high volume of phones calls related to customers insurance policies.
  • Fielded high volumes of inbound client calls concerning various properties.
  • Managed proprietary account in a high volume, error-free environment.
  • Handled outbound and inbound calls at high volumes.
  • Supported principal of high volume print brokerage.
  • Recognized for high volume sales transactions averaging over [ ] in transactions per year.

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41. Powerpoint

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low Demand
Here's how Powerpoint is used in Broker jobs:
  • Created custom presentation materials for sales pitches using Microsoft PowerPoint.
  • Executed PowerPoint presentations regarding the department's standing
  • Use excel spreadsheets to develop budgets, knowledgeable with Microsoft Word, Access, PowerPoint, Outlook, and OneNote programs.
  • Utilized Microsoft Word, Excel, PowerPoint, Outlook, and business database software ACT by Sage on a daily basis.
  • Prepare class material, generate PowerPoint presentations, database entry of grades, and upload same to NYU Blackboard.
  • Sound working knowledge of computers and proficiency in Excel, PowerPoint, Internet search, and website maintenance.
  • Conducted project marketing using MS Word, Top Producer database, MS Excel, PowerPoint.
  • Developed and presented proposals using Microsoft PowerPoint, Publisher, etc.
  • Generated reports using Excel and Word and create presentations using PowerPoint.
  • Drafted letters and designed brochures, PowerPoint slides and newsletters for members
  • Created Confidential Information Memoranda, PowerPoint presentations, and supporting documents used in the marketing process.
  • Prepared Powerpoint presentation for a Cutsom Payment entry Method which will replace the current Concur system.
  • Resigned to work for Christian Brothers Computer: Excel, Word, Powerpoint, Quickbooks

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42. Full Service

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low Demand
Here's how Full Service is used in Broker jobs:
  • Sole list representative for full service direct marketing agency representing approximately 40+ major association and membership clientele.
  • Full Service brokerage generates proprietary investment information and recommendations by using an in house research staff.
  • Managed Full Service FuturesTrading Desk.
  • Full Service Brokerage, Trust, Wealth Management, Stocks Bonds, Options Series 7 licensed registered representative Series 63 Blue Sky
  • Full service broker involving seller financed real estate paper, being sold at discounts to banks and other investment companies.
  • Full service business brokerage that assist individuals and companies to either buy or sell businesses, business valuations & consulting.
  • Handle all aspects of a full service mortgage company, insurance company, realty and financial consulting firm.
  • Provide full service to brokers by processing health care claims, handling inquiries, and/or performing membership functions.
  • Developed full service clientele offering investment products including, stocks, bonds, options and insurance.
  • Managed daily operations of a futures and options execution desk and full service brokerage.
  • Operated a 3rd party brokerage firm in bank lobby Maintained a full service brokerage office
  • Provided coverage and full service to Investment Bank Clients in OTC Rates trading.
  • Full service broker for 3rd largest real estate firm in the Pitt area.
  • Created a successful full service real estate brokerage business as an independent contractor.
  • Created a full service Employee Benefits Brokerage with an emphasis on service.
  • Manage, coach and mentor a team of five full service agents.
  • Full service property management of retail and office assets.
  • Full service real estate brokerage serving Dane and Jefferson Counties
  • Owned and operated a full service real estate firm.
  • Full service Real Estate Brokerage and SFR.

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43. Customer Relationships

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low Demand
Here's how Customer Relationships is used in Broker jobs:
  • Developed customer relationships with all upper level management of Fortune 500 companies to expand existing accounts and cultivate new business.
  • Developed and retained customer relationships by delivering full-range services in the commodity futures and options industry.
  • Developed new customer relationships through continuous dialogue and client meetings.
  • Managed customer relationships and handled all customer service issues.
  • Maintain positive customer relationships and coordinated all logistics.
  • Maintained exceptional customer relationships by delivering on commitments.
  • Develop and maintain supplier and customer relationships.
  • Developed positive customer relationships and confidence.
  • Managed Customer Relationships with Excel.
  • Develop and cultivate customer relationships for the purpose of providing and selling appropriate PEO solutions.
  • Manage existing customer relationships and develop new business leads through cold calling and office visits.
  • Developed strong customer relationships built on service, support, and follow-through.
  • Develop and maintain new business, customer relationships, marketing and sales.
  • Developed, managed, and built new customer relationships to secure inventory.
  • Deepen customer relationships by cross selling other bank products.
  • Established long-term customer relationships through prompt and courteous service.
  • Developed, managed and built new customer relationships.
  • Assisted in the development of new employees by teaching the base business, with a focus on cultivating new customer relationships.
  • Instituted focus on customer relationships by continuously coaching staff on most highly trained staff in the region.
  • acquired customer relationships managed the logistics customers freight to be hauled for on time deliveries

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44. Hedge Funds

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low Demand
Here's how Hedge Funds is used in Broker jobs:
  • Facilitated on-time filing of IRS 1065 and related K-1 forms for the hedge funds and hundreds of limited partnership investors.
  • Executed orders in the S&P 500 options pit on behalf of individual investors, hedge funds, and banks
  • Worked with institutional trading team to assist clients (hedge funds and PE firms) in monetizing their assets.
  • Developed product packages based on market conditions and brokered contracts for producers, banks, and hedge funds.
  • Developed and maintained profitable relationships with market makers, hedge funds, banks, and commercial hedgers.
  • Developed and Managed existing and new business within hedge funds, producers, suppliers and investment banks.
  • Expand and maintain professional relationships with institutional trading accounts including banks, hedge funds and portfolio managers.
  • Executed futures and options orders for proprietary traders, hedge funds, and retail customers.
  • Provide investment advice on US Equities to North America based hedge funds/ asset managers incl.
  • Developed strong relationships with institutional accounts consisting of hedge funds, banks and energy companies.
  • Provided trading services to hedge funds, mutual funds, pensions and other institutional businesses.
  • Advise Hedge Funds on potential deal performance and provide guidance on optimal trading strategies.
  • Established bid/offer levels on Treasury bond positions from both primary dealers and hedge funds.
  • Managed Brazilian institutional clients including mutual and hedge funds, and quantitative traders.
  • Serviced Secular and Corporate accounts and hedge funds.
  • Execute trades to buy or sell equity securities for large Buy Side Clients ie: Mutual Funds, Hedge Funds.
  • Developed hedge funds using internal research and trading strategies related to the firm's IPO and secondary offerings.
  • Located property for non-profit organizations, hedge funds, investors, and general public.
  • Worked with multinational firms, private equity, hedge funds and financial organizations.
  • Account Origination with Pension Funds, Hedge Funds and Investment Advisors.

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45. New Agents

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low Demand
Here's how New Agents is used in Broker jobs:
  • Started up the commercial division, trained new agents to the industry Sales and Leasing of commercial properties and commercial property management
  • Selected to represent company in recruiting new agents, at community events, and appeared in company advertisements.
  • Performed field training for struggling agents and attended all closing with new agents to solidify closing skills.
  • Determine staffing requirements and interview, hire and train new agents, or oversee those personnel processes.
  • Recruited, trained and added 20 new agents to the sales staff, during tenure as broker.
  • Closed 100% of transactions by employing new agents recently graduated from real estate school.
  • Operate real estate brokerage, train new agents, strong call calling, direct marketing.
  • Assisted the office manager in training new agents to be most efficient with their time.
  • Recruited and trained new agents in marketing, customer service, and document control.
  • Trained and mentored brand new agents in all aspects of sales process.
  • Hired and trained sales staff, both experienced and new agents.
  • Trained new agents on company systems and sales process.
  • Recruited and interviewed new agents prior to hiring.
  • Worked with and developed new agents.
  • Hire and train new agents.
  • Own and operate a Residential Discount Brokerage Marketing, sales, recruiting and train new agents.
  • Raised income from $0 to $18K monthly in 1st 6 months Recruited 15 new agents in 1st 6 months
  • Established an agent orientation program Created a mentor program for new agents Developed training curriculum for agents and taught these classes.
  • Conducted "Home Buyer Seminars" and trained new agents in listing strategies.
  • Recruit new agents, retain, provide addt'nl training

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46. Finra

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low Demand
Here's how Finra is used in Broker jobs:
  • Worked closely with FINRA to develop internal compliance monitoring and reporting procedures.
  • Processed entitlement requests for terminated employees/registered representatives Off GAF and FINRA's database
  • Contributed to the 36 months letter project, composing over 10,000 letters to avoid estimate 1 million dollar fine by FINRA.
  • Conducted all reviews from the SEC, FINRA and the ISE ensuring satisfactory results in approximately 25 reviews.
  • Assisted compliance officer in day to day duties such as but not limited to FINRA CRD functions.
  • Obtained FINRA Series 7 and 66 security licenses and NH insurance life and health license.
  • Hold FINRA (Financial Industry Regulatory Authority) Licenses: Series 7 and Series 63.
  • Follow compliance protocols with back office and FINRA for third party wire transfers.
  • Planned, coordinated and executed compliance monitoring, audits and FINRA exams.
  • Coordinated and supervised external examinations: FINRA, AMEX and SEC.
  • Maintained client files in accordance with FINRA regulations.
  • Reported trades using Act and FINRA Trace.
  • Work with State and FINRA regulators.
  • Ensured overall adherence to FINRA/SEC regulations.
  • Registered with FINRA (registered in Texas and 13 other states, CRD: 5410302).
  • Bridged Compliance and Operational reporting and surveillance for all FINRA related obligations that heightened communication between all desks at Linkbrokers.
  • Archived broker emails and messages in compliance with SEC and Finra regulations.
  • Gathered information about agents through Finra and RegEd.
  • Acquired FINRA Series 3 license.
  • Drafted research memoranda supporting FINRA's latest rulemaking initiatives regarding alternative trading systems.

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47. Customer Relations

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low Demand
Here's how Customer Relations is used in Broker jobs:
  • Provide an exceptional customer service experience to enhance customer relations and further business opportunities through excellent communication and attention to detail.
  • Distinguished career as Licensed Real Estate Professional successful increased annual revenue and income through expertise in building customer relations and referrals.
  • Completed development program including rotational assignments in Customer Service and Customer Relations Management in preparation for becoming a Wealth Manager.
  • Manage high-volume national accounts at competitive prices to maintain existing customer relations while generating profits.
  • Developed customer relations to generate new business and augment existing client/firm relations.
  • Performed all business reporting, records, communications and customer relations.
  • Managed customer relations and provided exemplary service to all clients.
  • Managed loan origination firm, processing and customer relations operations.
  • Maintained professional standards in sales and customer relations.
  • Managed entire customer relations team.
  • Maintain customer relations and communicate with shippers to increase D&D's services and the tools available to them.
  • Recruited, trained and mentored new agents in sales and marketing process, field underwriting, and customer relationship building.
  • Selected to spearhead pilot group that gathered data for senior management, resulting in improved customer relations.
  • Ensured effective customer relations, acted as liaison between sales, operations and clients.
  • Created outside customer relationship to add to daily leads, to decrease lead cost.
  • Received extensive training in sales, customer relations, and account management.
  • Established clients through trade execution and customer relations.
  • Established client base; managed customer relations.
  • Managed all customer relations for sales agents.
  • Established new policies and procedures to cultivate and maintain customer relations.Trained and supervised new trade brokers.

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48. Potential Customers

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low Demand
Here's how Potential Customers is used in Broker jobs:
  • Developed database application, which created mailings to potential customers based on specific characteristics of a particular piece of equipment.
  • Conduct extensive market assessments to prioritize prospects and potential customers.
  • Marketed existing inventory to secure meetings with potential customers.
  • Review and approve new account documentation on potential customers.
  • Called potential customers to establish new business.
  • Promote company services to potential customers.
  • Assisted in the area of international trade, enforce merchandise and personal verification for potential customers.
  • Originate product packages based on assessment of customers' or potential customers' portfolios.
  • Obtain leads and contact potential customers to determine interest level and set appointment.
  • Create presentations, provide potential customers with credit applications, pricing.
  • Conducted one on one and group presentations for potential customers.
  • Conducted prospecting calls to potential customers for any Domestic freight.
  • Market the Firms Services to various preexisting/new potential customers.
  • Provide quotes to potential customers and complete sales.
  • Complied and organized calling list for potential customers.
  • Listed Businesses for sale to potential customers.
  • Explained loan programs to potential customers.
  • Strategized with sales team to prospect and qualify potential customers within assigned geographic territories.
  • Compiled information and generated presales correspondence with potential customers.
  • Contacted current and potential customers for new business opportunities.

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49. Market Share

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low Demand
Here's how Market Share is used in Broker jobs:
  • Develop and execute a comprehensive strategic plan to capture market share positioned at end users and/or distribution accounts.
  • Prepared a case-study analysis to increase liquidity of property derivatives and capture early market share.
  • Exceeded quota and increased market share by 30% annually in rental inventory and sales over the last 5 years.
  • Initiated and coordinated the marketing effort to identify and contact prospective clients resulting in an increase in the market share.
  • Increased market share by 30% in Domestic Federal Fund area; delivered annual billings of over $500k.
  • Helped dealers (Ford) steal market share from other dealerships by providing inventory otherwise not available from corporate.
  • Achieved 22% market share within 2 years of opening by goal setting, performance management and strategic marketing.
  • Worked closely with the C-suite, key stake holders to drive revenue, profitability growth and market share.
  • Played pivotal role in helping company capture more than 45% market share in Eastern European inter-bank trading.
  • Analyze market volumes & market share, prepare and monitor goals to best improve market share.
  • Helped increase market share from near zero to one of the top three desks in Asia.
  • Established the OTC equity derivatives desk, expanded the client base and grew market share.
  • Enacted product price increase on niche products that improved gross margins while maintaining market share.
  • Increased sales, expanded market share and enhanced Company image across greater Boston area.
  • Combined voice and electronic trading platform to increase market share in OTC FX options.
  • Increased market share percentage of sales by 40% from 1998-1999. !
  • Led to hiring 2 land brokers and capturing additional market share.
  • Introduced specialized training programs increasing sales and market share.
  • Carried Market Share for my service area.
  • Generate additional business sources from existing clients and gained 50 percent of the market share for the foothills area.

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50. Outbound Calls

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low Demand
Here's how Outbound Calls is used in Broker jobs:
  • Initiated both English and Spanish outbound calls to Medicaid recipients to assist them in completing their enrollment forms.
  • Meet sales metrics of 250+ outbound calls, 5 client presentations/sales visits and 10 firm offers per week.
  • Process all outbound calls to find each property an agent that can complete the order on time.
  • Make outbound calls to people who have shown an interest in travel in the past 6 months.
  • Receive inbound sales calls from prospective brokers and make outbound calls to newly appointed and existing brokers.
  • Cover multiple markets making outbound calls and taking warm leads, converting them into closed deals.
  • Performed between 100-200 daily outbound calls to obtain new orders of business and maintain current relations.
  • Handled in/outbound calls, educated and enrolled Medicaid recipients in health plans.
  • Managed daily pipeline report, made outbound calls on loan status.
  • Provide customer services Making outbound calls and follow up with appointments
  • Perform reception functions including in person and outbound calls.
  • Make three-hundred to six- hundred outbound calls daily.
  • Performed 80-100 outbound calls daily.
  • Identify transaction type in correlation with a deficiency and perform outbound calls to advisors to resolve the deficiencies.
  • Manage large amounts of inbound and outbound calls in a timely manner to achieve response time metrics.
  • Solved an average of 20 customer issues daily in a timely manner via inbound and outbound calls.
  • Conducted outbound calls to many distribution companies Moved freight across the country via trucking companies
  • Answer inbound and make outbound calls 80 to 100 customer service calls a day.
  • Handled inbound and outbound calls in a timely manner Enrolled clients in health care insurance programs of their choice
  • Make outbound calls Receive incoming calls Negotiate rate Track freight Quote lanes

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Broker Jobs

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20 Most Common Skills For A Broker

Real Estate

19.9%

Financial Services

12.8%

Customer Service

10.0%

Insurance Products

10.0%

Prospective Buyers

7.9%

Client Relationships

4.4%

Data Entry

3.6%

New Clients

3.5%

Websphere

3.2%

New Accounts

3.0%

Market Research

2.9%

Health Care

2.7%

Property Management

2.3%

Medicaid

2.3%

High NET

2.2%

Residential Properties

2.1%

Sales Goals

1.9%

Business Development

1.9%

SQL

1.8%

Phone Calls

1.8%
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Typical Skill-Sets Required For A Broker

Rank Skill
1 Real Estate 15.5%
2 Financial Services 10.0%
3 Customer Service 7.8%
4 Insurance Products 7.8%
5 Prospective Buyers 6.1%
6 Client Relationships 3.4%
7 Data Entry 2.8%
8 New Clients 2.7%
9 Websphere 2.5%
10 New Accounts 2.3%
11 Market Research 2.2%
12 Health Care 2.1%
13 Property Management 1.8%
14 Medicaid 1.8%
15 High NET 1.7%
16 Residential Properties 1.6%
17 Sales Goals 1.5%
18 Business Development 1.5%
19 SQL 1.4%
20 Phone Calls 1.4%
21 Life Insurance 1.2%
22 Business Owners 1.1%
23 Customer Base 1.0%
24 Due Diligence 1.0%
25 XML 1.0%
26 Medicare 1.0%
27 Market Conditions 0.9%
28 Cold Calls 0.9%
29 Open Houses 0.8%
30 REO 0.8%
31 Insurance Companies 0.8%
32 Risk Management 0.8%
33 Loan Portfolio 0.7%
34 LLC 0.7%
35 MLS 0.7%
36 Financial Institutions 0.6%
37 DB2 0.6%
38 Unix 0.6%
39 CRM 0.6%
40 High Volume 0.6%
41 Powerpoint 0.6%
42 Full Service 0.6%
43 Customer Relationships 0.6%
44 Hedge Funds 0.6%
45 New Agents 0.6%
46 Finra 0.5%
47 Customer Relations 0.5%
48 Potential Customers 0.5%
49 Market Share 0.5%
50 Outbound Calls 0.5%
{[{skill.rank}]} {[{skill.name}]} {[{skill.percentageDisplay}]}%
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