Top 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, 13.3% of Broker resumes contained Brokerage as a skill. Let's find out what skills a Broker actually needs in order to be successful in the workplace.

The six most common skills found on Broker resumes in 2020. Read below to see the full list.

1. Brokerage

high Demand
Here's how Brokerage is used in Broker jobs:
  • Solicited profitable freight brokerage business by marketing transportation capability via direct sales calls, telephone and direct mail marketing activity.
  • Hired to establish Treasury Bills brokerage desk facilitating trade execution between primary dealers and other government bond trading accounts.
  • Directed all operations for real estate development and brokerage organization serving both the commercial and residential sectors.
  • Needed to demonstrate knowledge of industry rules and best practices regarding basic brokerage and non-brokerage account operations.
  • Developed and implemented accounting system improvements that enabled ongoing tracking of brokerage operations and trade errors.
  • Introduced and assisted negotiating brokerage lines, purchasing agreements and marketing programs into wholesale distributors.
  • Developed print brokerage company to deliver solutions in marketing, advertising and packaging needs.
  • Valuated and brokered privately held businesses for the premier business brokerage firm in Colorado.
  • Launched an independent brokerage firm to manage retirement accounts/benefit plans for organizations and employees.
  • Established independent commercial real estate brokerage specializing in investment properties and operating businesses.
  • Applied leadership and business expertise to establish brokerage and leasing division of company.
  • Owned and operated a successful real estate brokerage within an international franchise system.
  • Developed cost-effective plan to increase leads by creating an off-season brokerage exposition.
  • Reconciled end-of-day brokerage on swap trades and expedited local market trade settlements/reporting.
  • Interpreted asset financial results to brokerage clients, and recommended improvement activities.
  • Established new, independently owned and operated residential real estate brokerage.
  • Owned and operated a residential real estate brokerage and investment company.
  • Established and conducted business as a Florida licensed real estate brokerage.
  • Processed all transfer assets for retirement and brokerage accounts incoming.
  • Assisted Brokers for Surplus Lines insurance brokerage firm/managing general agent.

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2. Real Estate

high Demand
Here's how Real Estate is used in Broker jobs:
  • Implemented a client relations policy and procedure which included all pertinent information as required Arizona Department of Real Estate.
  • Foreclosed and distressed real estate assessment, marketing, sales and recommendations for adequate and cost-effective disposition.
  • Licensed commercial real estate agent specializing in investments, landlord representation, tenant representation and disposition.
  • Managed daily operations of real estate business while servicing all clients with professionalism and integrity.
  • Facilitated deals for commercial real estate throughout metro Atlanta with heavy emphasis on landlord representation.
  • Designated Broker - Property management firm leasing residential condominiums and residential real estate sales.
  • Involved in all facets of real estate transactions from commercial to residential subdivision development.
  • Selected participant in an intensive curriculum of entry-level commercial real estate salesperson training.
  • Developed and provide office automation and support services to licensed real estate salespeople.
  • Managed daily operations and developed marketing strategies to promote real estate business.
  • Reviewed closing statements and attended closing transactions to represent real estate establishment.
  • Assisted with real estate investor portfolio development inclusive of occupancy.
  • Supervised purchasing and selling of residential and commercial real estate.
  • Provided investment recommendations including commercial real estate and private equity.
  • Licensed real estate agent specializing in sell of established businesses.
  • Managed office/retail leasing and sales within commercial real estate.
  • Developed relationships with commercial and residential real estate agencies.
  • Licensed Real Estate Broker and a Certified Residential Appraiser
  • Founded and established active residential real estate office.
  • Licensed to sell real estate internationally.

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3. Procedures

high Demand
Here's how Procedures is used in Broker jobs:
  • Maintained extensive knowledge of products, policies, procedures and regulatory requirements in rapidly changing industry via dedication to continuous learning.
  • Maintained and managed related inventory, handled issues, regulations and procedures, reviewed transactions for accuracy and quality control.
  • Implemented policies and procedures for the Broker Dealer Firm to effectively supervise Financial Consultant trading activities including suitability profiles.
  • Analyzed and made recommendations to senior management of internal and external operational processes and procedures to meet contractual compliance.
  • Followed standard operation procedures to assure consistency accuracy and customer satisfaction, Performed other duties as assigned by management.
  • Developed, implemented, advised and assisted with administrative and operating processes and procedures regarding financial management.
  • Reviewed mortgage broker applications for the wholesale lending department Followed risk management procedures regarding approval/decline of applications
  • Created and implemented processes/procedures that reduced days in inventory and reduced holding costs to clients.
  • Created training materials and implementation procedures to facilitate remote software installation and client training.
  • Facilitated clients' information and documentation for closing procedures for commercial and residential properties.
  • Consulted major corporations regarding the process of buying foreclosures and managing procedures for success.
  • Developed and administrated Compliance Supervisory Procedures and Continuing Education Guidelines including needs analysis.
  • Maintained, updated and reviewed Written Supervisory Procedures on a regular basis.
  • Instituted more efficient operating policies and procedures to enhance daily business activity.
  • Worked closely with FINRA to develop internal compliance monitoring and reporting procedures.
  • Assisted coworkers in the interpretation and application of company policies and procedures.
  • Scheduled appointment to complete closing process and answered any questions regarding procedures.
  • Assisted in developing trade desk procedures to ensure compliance with regulatory guidelines.
  • Supervised quality control procedures to ensure guidelines were enforced without fail.
  • Developed and modified various stored procedures in Oracle for increased performance.

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4. Financial Services

high Demand
Here's how Financial Services is used in Broker jobs:
  • Used information from professional publications and knowledge of securities market and financial services industry.
  • Provided investment advice and financial services to individual clients and retirement plans.
  • Brokered international financial services and commodities.
  • Operated, advised and negotiated all sorts of Financial Services for private individuals and their families including mortgage loans.
  • Marketed Casualty and Financial Services and assisted in preparation and presentation of proposals to clients and prospective clients.
  • Created strategic alliance with top producing American Express Financial Services Agents to gain referral business from them.
  • Explained and recommended the available Financial Services products as related to client.
  • Managed call center sales, financial services, and financial planning.
  • Attended Wells Fargo Bank Financial Services Representative workshop (2008).
  • Focused on developing a new book of Financial Services business.
  • 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.

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5. Communication

high Demand
Here's how Communication is used in Broker jobs:
  • Maintained relationships with vendors and customers which included daily communication and occasional site visits to view material and collect samples.
  • Involved in the Development of Java- Message Broker based Integration framework to facilitate the format independent communication between various departments.
  • Cultivated and maintained an exemplary network of business associates statewide as a result of extensive interaction and strong communication skills.
  • Developed and custom-tailored telecommunications solutions for Small, Mid-Sized and National business accounts; including both voice and data solutions.
  • Designated as principal customer liaison in stock option transactions based on customer interaction/communication skills and knowledge of stock option process.
  • Negotiated tenant/owner relocation assistance, asset manager communication, monthly reports, reception and property management as needed.
  • Maintained effective communication with specialists and floor brokers; developed a reputation as a trustworthy, knowledgeable broker.
  • Developed customer support and verbal communication skills through conveying merchant's detailed processes concerning their account and equipment.
  • Developed and conveyed new marketing and sponsorship concepts to clients using extensive brainstorming and persuasive communication skills.
  • Received requests to move freight * Negotiated contracts between owner/operators and clients * Maintained communication and documentation
  • Educated prospective clients about the investment opportunities available in the emerging industry of wireless telecommunications.
  • Configured distributed queuing mechanism for queue managers to establish communication between broker and configuration manager.
  • Promoted effective communication between clients and underwriters as liaison with loan processing and submissions.
  • Hired as a customer communications specialist and promoted to broker services and account management.
  • Initiated extensive daily communication with foreign and domestic clients about different global markets.
  • Maintained constant communication via telephone and email in an effort to satisfy customers.
  • Assisted in facilitating effective communication between culturally-diverse populations of parents and staff.
  • Maintained direct communication with company underwriters regarding new coverage's and products.
  • Developed a strong relationship with clients and carriers by upholding constant communication.
  • Performed all business reporting, records, communications and customer relations.

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6. Insurance Products

high Demand
Here's how Insurance Products is used in Broker jobs:
  • Motivated marketing executives to organize workshops and inform customers of new insurance products and services.
  • Conducted a radio program educating the community about the different insurance products.
  • Formed strategic alliances with a property and casualty agency to develop new sales channels for group life and health insurance products.
  • 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.
  • Acquired licensing to sell life insurance products as a supplement to personal financial planning.
  • Innovated with existing brokers to increase sales with new ideas and insurance products.
  • 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.
  • Marketed and sustained the promotion of multiple insurance products.
  • Offered multiple online insurance products in 14 states.
  • Fixed, Indexed, Immediate & CD type Annuities.Qualified & Non-Qualified Plan Rollovers.Cash Bonus Annuities & Financial Laddering.Life Insurance Products.

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7. Client Relationships

high Demand
Here's how Client Relationships is used in Broker jobs:
  • Leveraged various strategies to facilitate profitable executions and successfully managed and cultivated client relationships to ensure long-term growth.
  • Served as outside broker liaison for maintaining client relationships and arbitrated customer conflicts regarding market or service dissatisfaction.
  • Maintained existing accounts and cultivated new client relationships by fostering trust, persistence and solidifying those relationships.
  • Managed client relationships and provided expert advice to clients on property finance and life insurance management decisions.
  • Recruited to develop new business in designated sales territory and to manage existing client relationships.
  • Developed client relationships and achieved a high level of customer satisfaction.
  • Developed and maintained client relationships from inception to closing.
  • Developed and maintained international and domestic client relationships.
  • Specialized in restoring damaged broker / client relationships.
  • Demonstrated effectiveness in obtaining and maintaining client relationships.
  • Developed exceptional client relationships through personal service.
  • Maintained current and cultivated new client relationships.
  • Created client relationships with different traders, institutional clients, and large multinational banks to increase business for the firm.
  • Established strong client relationships and helped promote the firm's position as a leading broker-dealer in the industry.
  • Produced comprehensive strategy to identify, prioritize with tier client relationships that support the company's business objectives.
  • Developed new client relationships, which built a pipeline of leads that led into new accounts.
  • Participated in ongoing training to develop techniques to strengthen client relationships and drive our value proposition.
  • Developed 60 new client relationships in 3 years generating $3.6 million in annual premiums.
  • Created and maintained client relationships with many traders from high profile banks on Wall Street.
  • Increased revenues by $1.2 million per year through the introduction of new client relationships.

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8. Risk Management

high Demand
Here's how Risk Management is used in Broker jobs:
  • Licensed Insurance Agent in Property/Casualty/Life/Banking services/financial services/risk management
  • Coordinated and administrated casualty service teams in providing brokering and risk management consultation to client base.
  • Repeated success with client interaction during new and renewal presentations and risk management reviews.
  • Collaborated with Life Products Operations management for effective enterprise risk management.
  • Led a team to develop risk management software to track, report, and prevent trading floor and electronic trade discrepancies.
  • Worked on various aspects of Risk Management - with respect to Credit Risk, Market Risk and Operational Risks.
  • Devised & produced a risk management guide as way to educate and fortify client-support teams throughout the company.
  • Controlled Risk Management for Operational Compliance by developing a work program to comply with all current SEC Rules.
  • 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.
  • Advised clients on risk management and supported the development of risk mitigation programs.
  • Aided clients in estate planning, retirement planning, and risk management.
  • Conducted all annual universe planning, scoping, and risk management processes.
  • Assisted other brokers in risk management for commercial grain elevators.
  • Assisted in Highly valued customer trading, Risk management.
  • Provided risk management expertise to small niche players.
  • Implemented use of appropriate risk management practices.
  • Provided advice to clients on risk management.
  • Delivered services to middle market and risk management clients by valuating, strategizing, and negotiating coverage placement.
  • Developed an Online Risk Management System in Excel for the Brascan Financial Group.

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9. Buyers

high Demand
Here's how Buyers is used in Broker jobs:
  • Served as a broker, offering favorable return-on-investment rates for institutions providing collateral and buyers of treasury instruments.
  • Customer-focused: educated prospective buyers regarding new home construction; fostered and maintained relationships with customers.
  • Established niche market with out-of-town/relocation buyers due to innovative use of social media/online marketing strategies.
  • Assisted prospective buyers in determining qualifications, and obtaining financing for future business ventures.
  • Licensed independent contract Broker representing sellers, buyers, and responsible for property management.
  • Acted as broker/account manager to establish and maintain relationships with corporate grocery buyers.
  • Assisted buyers with procuring automobiles, financing and domestic/international shipping arrangements.
  • Identified buyers and sellers of commercial and residential properties who are represented in the acquisition, disposition or development of properties.
  • Assisted buyers with negotiating contracts, obtaining mortgages, overcoming inspection issues, overseeing signing of documents, and attending closings.
  • Interviewed business owners to understand their business model and write a business plan to market the company to potential buyers.
  • Worked as an independent broker with various private yacht owners and buyers in the NJ, NY, CT area.
  • Closed some really challenging deals while maximizing profit, making sure both seller and buyers were satisfied with the result.
  • Developed a strategic marketing campaign targeting first time home buyers, attorneys, Business owners which have generated substantial referrals.
  • Designed, maintained, and utilized a website for local and remote buyers to engage customers in the buying process.
  • Produced a steady flow of new sales leads through personal referrals from satisfied buyers/sellers, trade shows and networking.
  • Worked with business owners to identify and qualify buyers for their company and facilitated meetings between the two parties.
  • Experienced Listing/Buyers Agent, Short Sale/Estate Liquidation assistance, REO Property management for Direct Lenders and Third-party Outsource Companies.
  • Acted as a liaison between renter/owners and prospective buyers to ensure terms and conditions of the agreement are met.
  • Represented both buyers and sellers in the buying and selling of Real Estate in the Western North Carolina area.
  • Worked directly with prospects and buyers; demonstrated community, homes, and walked them through the buying process.

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10. Potential Clients

high Demand
Here's how Potential Clients is used in Broker jobs:
  • Communicated effectively with potential clients to promote company's products based on their preferences and needs, consequently improved insurance coverage.
  • Monitored client activity, participated in business building discussions with potential clients, placed trader orders and managed systems.
  • Delivered sales presentations to potential clients and assisted throughout completion of application process while strengthening client relationships.
  • Created, designed and implemented various marketing campaigns including an e-newsletter for existing and potential clients.
  • Developed new relationships with potential clients, active in various community clubs and social organizations
  • Served as in-house analyst and introduced potential clients to financial portfolio options.
  • Prepared and presented presentation during listing appointments to potential clients.
  • Interviewed potential clients to determine suitability
  • Traveled extensively throughout the Southeastern U.S. in order to meet with and train producers / consult with current and potential clients.
  • Dedicated upwards to 14 hours per day making sales calls to potential clients in every time zone in North America.
  • Organized meeting and presented member of the community and potential clients all available loan programs and answered questions to attendees.
  • Solicited leads and qualified potential clients to verify their financial status, and determine whether they were a viable investor.
  • Gained expertise in prospecting for new business, networking, cold calling, and building relationships with potential clients.
  • Assisted in risk profiling and prospecting for brokers by cold calling potential clients and clarifying their investment objectives.
  • Generated sales leads with potential clients through cold calling, referrals and canvassing demonstrating excellent time management skills.
  • Developed a book of business by working diligently and being persistent while soliciting potential clients over the telephone.
  • Presented Best and Final Presentations, Account Reviews and attended Benefit Fairs for assigned and potential clients.
  • Assessed and provided case management for clients and potential clients for applying to the Michelle P. Waiver.
  • Increased sales through daily calls to established customers and regular cold calling to potential clients.
  • Vetted potential clients for private, corporate, and public ticketed events around the world.

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11. Powerpoint

high 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
  • Utilized Microsoft Word, Excel, PowerPoint, Outlook, and business database software ACT by Sage on a daily basis.
  • 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
  • Utilized Salesforce CRM Platform, MS Word, Outlook, Excel, and PowerPoint in marketing efforts, high proficiency.
  • 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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12. Business Relationships

high Demand
Here's how Business Relationships is used in Broker jobs:
  • Skilled in cultivating business relationships, secured two Fortune 500 customers from position of Casualty Service Department.
  • Implemented professional sales techniques on current services while continuously marketing and generating new business relationships.
  • Developed and maintained strategic business relationships with key Broker/Dealer contacts and high level producers.
  • Utilized existing personal and business relationships to further network of referral sources.
  • Established & maintained excellent business relationships with area establishments & their leaders.
  • Curated a strong network of colleagues and maintained business relationships
  • Generated new business relationships for a Senior Managing Director.
  • Created Business to Business relationships with area mortgage brokers/bankers.
  • Established excellent business relationships with customers and suppliers.
  • Initiated and developed business relationships with prospective clients.
  • Generated business by maintaining past business relationships.
  • Initiated and developed close business relationships with more than 45 new customers and opened trading accounts with 125 new traders.
  • Entrusted as liaison to conduction client business with the goal of maintaining or gaining client business relationships.
  • Profiled carriers to successfully match with available loads, create lanes and foster business relationships.
  • Broadened client portfolio's, increased market liquidity, and cultivated new business relationships.
  • Cultivated and maintained business relationships personal and commercial prospects by cold calling an average of 60 calls per day.
  • Initiated and built new business relationships with other brokerage houses in Luxembourg, Spain, London, and Paris.
  • Developed and maintained business relationships by servicing accounts subsequent to the sale close.

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13. Income

high Demand
Here's how Income is used in Broker jobs:
  • Distinguished career as Licensed Real Estate Professional successful increased annual revenue and income through expertise in building customer relations and referrals.
  • Dedicated to meeting client investment objectives and goals while providing personalized service and fixed-income expertise.
  • Established market making and proprietary trading department, fixed income and insurance divisions.
  • Performed due diligence on proposed partnerships, analyzing projected income against future expenses.
  • Executed real-time transactions for fixed income traders in a high-pressure trading environment.
  • Executed equity and fixed income transactions for institutional and private clientele.
  • Marketed fixed income derivatives to European trading entities
  • Placed equity, option and mutual fund trades and facilitated discussions about equity markets, fixed income markets and international markets.
  • Negotiated with third party providers and vendors to reduce overall cost by $250,000.00 and increased revenue income by $300,000.00.
  • Executed and maintained the firms' positions in various global markets including foreign exchange, foreign equities and non-dollar fixed income.
  • Created financial statement projections: income statement, statement of cash flow, balance sheet and comparable security valuation.
  • Advised clients on 1031 property exchanges to convert proceeds from sales of raw land into ownership of income-producing properties.
  • Performed Fixed Income work through Buying and Selling of T-Bills, swapped out collateral and set up Time Deposits.
  • Collected tax returns, income statements, inventory, furniture fixtures and equipment lists from business owner.
  • Prepared monthly reconciliation for the balance sheet / Income statement accounts and documenting policies and procedures manual.
  • Managed various service and trading functions including mutual funds, equity, options and fixed income trades.
  • Executed equity, mutual fund, and fixed income trades, loans, withdrawals, and rollovers.
  • Provided support and growth feedback for direct and indirect reports on fixed income and equity instruments.
  • Created numerous prospects' property market analysis, including Net Operating Income (NOI) proposal.
  • Fixed income/options strategy Selling this strategy offered me both licensing and sales skills still used today.

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14. Market Research

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 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.
  • Completed market research to develop competencies of sales cycles across a variety of industries.
  • Conducted market research and analysis to insure cap rates of over 13%.
  • Assisted senior brokers with portfolio management, trading, and Financial Market research.
  • Worked on lease negotiations, financial analysis, and market research.
  • 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.
  • Performed extensive market research and analysis to appropriately place builder and investor clients into specific submarkets at aggressive prices.

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15. Business Development

average Demand
Here's how Business Development is used in Broker jobs:
  • Strengthened professional employer relationships with new and existing employer groups by maintaining memberships in professional, business development circles-i.e.
  • Employed a core focus on business development, account management and distributor relations, representing leading food manufacturers.
  • Provided strong account relationship management following through on all projects and resolving concerns quickly to ensure business development.
  • Created integrated business developments, public relations and marketing strategies that effectively provided a comprehensive overview.
  • Developed a referral network of equipment vendors through a self initiated Business Development Program.
  • Managed and traded equity portfolios while assisting with small-cap equity research and business development.
  • Created budgets, financial forecasts, financial management frameworks and business development strategies.
  • Spearheaded new business development, reporting processes, and financial analysis.
  • Performed business development, load verification, and driver performance/ETA tracking.
  • Selected to repair relationship with dissatisfied credit unions through business development.
  • Participated in business development, and maintained book of business.
  • Enhanced global business development function.
  • Directed marketing strategies, business development plans, and promotional activities that increased my group's client base by 20%.
  • Orchestrated all facets of marketing/business development; including hiring new employees, payroll maintenance, contract bidding and operations Support.
  • 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.
  • Generated new business development through cold calling, show leads and walk in customers.
  • Maintained database, records, client list, business development planning, and budgets.
  • Engaged in business development while successfully bringing new corporate clients to the firm.
  • Provided business development for structured tranche trading and post-trade risk collapse desks.

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16. Medicaid

average Demand
Here's how Medicaid is used in Broker jobs:
  • Provided complete and accurate information to recipients about Virginia Medicaid managed care programs.
  • Assisted applicants with Medicaid eligibility, and selecting Supports Coordinators.
  • Answered client questions regarding eligibility status of Medicaid/Medicare health plans.
  • Educated and informed Medicaid recipients of managed care options.
  • Assisted Florida recipients on Medicaid enroll into a medical plan
  • Enrolled Virginia Medicaid recipients into managed care plans.
  • Processed Medicaid dental and medical enrollment forms.
  • Educated members about their Medicaid coverage.
  • Obtained a thorough understanding of Medicare, Medicaid, Payers, and Legislative process through formal training and assignments.
  • Enrolled recipients into health plans and with primary care providers (PCP) with Medicaid under the STAR Program.
  • Assisted Medicaid recipients enrolling in health and dental plans for themselves or/and their children, through the phone.
  • Assisted Louisiana residents with the transitive aspects of Medicaid: as it relates to the changes in 2016.
  • Presented quarterly Long Term Care and Medicaid seminars to educate existing clients while capturing new clients.
  • Provided enrollment services for applicants applying for PA Office of Long Term Living Medicaid waiver services.
  • Handled over 200 daily calls for the State of Louisiana from current and potential Medicaid customers.
  • Enrolled callers that were eligible for Medicaid in Health Plans and picking their Primary Doctor.
  • Handled an estimated of 50 calls and Medicaid records per day at the call center.
  • Completed the required documentation for agency, state, and Medicaid records and billing.
  • Assisted consumer on informing them regarding restriction under their case by the Medicaid office.
  • Handled in/outbound calls, educated and enrolled Medicaid recipients in health plans.

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17. New Customers

average Demand
Here's how New Customers is used in Broker jobs:
  • Added numerous new customers to account base by developing and maintaining a strong and positive rapport with brokers/customers and account executives.
  • Identified new customers and opportunities by studying current business trends and by cold calling in both Chemical and Pharmaceutical Industries.
  • Developed and implemented all marketing, advertising and sales calls to add new customers and increase sales.
  • Secured new customers by developing, negotiating, and closing customer sales over the phone.
  • Established new relationships with 48 shippers and secured 16 new customers for the organization.
  • Increased number of new customers to the Vested platform on an annual basis.
  • Prospected and developed new customers in Germany, United Kingdom, and Scandinavia.
  • Qualified current and new customers for purchase of coins and precious metals.
  • Conducted background checks on all carriers, new customers and employees.
  • Provided key market analysis to attack new customers, and carrier partners
  • Worked on prospecting on new customers on a daily basis.
  • Identified & opened new customers through daily cold calls.
  • Employed prospecting and telemarketing skills to obtain new customers.
  • Solicited new customers through proven methods.
  • Formed part of the Investment Advisors team, and prepared investment proposals for potential new customers.
  • Brokered in house loads to third party carriers Acquired new customers
  • Coordinated "Food show's" with Venders to attract new customers, and help retain existing customers.

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18. Websphere

average 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.
  • Involved with Migration of applications from WebSphere 6.x environment and configuring MQ Series and Message Broker.
  • Involved in a team that administered WebSphere MQ, Message Broker in Development and test environments.
  • Developed java code using MQI API for Java applications to interact with WebSphere MQ Server.
  • Designed and Developed Message Flows and created WebSphere Transformation Extender (WTX) Maps.
  • Involved in development of Claims and Provider Module using IBM WebSphere application server platform.
  • Installed and Configured WebSphere Application Server 6.1/7.0, IBM HTTP Server on AIX 6.1.
  • Performed administration tasks in development and test environments on WebSphere MQ and Message Broker.
  • Implemented Web services message flow using SOAP nodes in WebSphere Message Broker 9.0.
  • Installed WebSphere Message Broker, WebSphere MQ in development and test environments.
  • Involved in development of Message flows on WebSphere Message Broker Toolkit.
  • Developed message flow using IBM WebSphere Message Broker 3.0 and 3.1.
  • Performed the administration of WebSphere Application Server V7.0 and V8.0.
  • Configured MQ Server and Message Broker to WebSphere Integration Developer.
  • Implemented WebSphere Portal Server v 5.1 to v 6.1 Migration.
  • Upgraded the current WebSphere MQ Environment from 5.3 to 6.0.
  • Developed MQ Adapter for integrating Sonic MQ and WebSphere MQ.
  • Served as the sole WebSphere Administrator for development team.
  • Assisted in upgrading WebSphere Message broker platform twice.
  • Checked WebSphere MQ logs on Mainframe systems.

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19. Life Insurance

average Demand
Here's how Life Insurance is used in Broker jobs:
  • 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.
  • Established referral relationships, generating leads for individuals seeking to sell their life insurance policies for immediate cash.
  • Obtained my North Carolina, South Carolina, and New York State Life Insurance and Annuities licenses.
  • Averaged over 100 account openings for individuals in life insurance, long-term care and annuity sales.
  • Educated customers on their financial options mainly involving retirement, life insurance and annuities.
  • Increased life insurance production by $5 Million in face amounts consecutive years.
  • Maintained annual continuing education requirements for both Life Insurance and Series 6 licenses.
  • Selected accomplishments: * Over 250 Health and Life Insurance contracts in place.
  • 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.
  • Marketed and Sold Small Business 2-50 Employees Health and Life Insurance.
  • Researched and studied life insurance policies offered by different companies.
  • Specialized in Final Expense Life Insurance.
  • Provided Health and Life Insurance needs to business and individuals: Develop and implement benefit plans for both individuals and business
  • Obtained life insurance license and Series 6 designation to help market products including variable life insurance.
  • Processed annuity, mutual fund and variable life insurance transactions in a timely manner.

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20. LLC

average 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.
  • Owned and operated New Freedom Real Estate, LLC.
  • Opened many million dollar LLC's in private equity.
  • 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.
  • Handled allcustomer questions, concerns, and complaints.
  • Acted as liaison between E*TRADE Clearing LLC and Exchanges, ECNs, and Market Makers.

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21. Health Care

average 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.
  • Enrolled new members in a health care plan that would meet the immediate needs of the members and their families.
  • 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.
  • Researched coverage and premium options and supplied clients with the best health care coverage available.
  • Guided businesses through health care reform changes as well as market changes.
  • Educated brokers on health care benefits including but not limited to co pay s, deductibles and out of pocket cost.
  • Handled inbound and outbound calls in a timely manner Enrolled clients in health care insurance programs of their choice
  • United Health Care, Humana].

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22. Due Diligence

average Demand
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.
  • Processed Investment paperwork keeping up with regulatory requirements & due diligence.
  • Conducted necessary market research and/or due diligence.
  • Originated private offerings, conducted all aspects of regulatory due diligence (1022) on behalf of FLF.
  • Conducted annual compliance reviews, risk assessments, due diligence measures and employee compliance training.
  • Performed quality work in title research, due diligence, curative and HBP title work.
  • Guided both buyer and seller through due diligence and assisted with the flow of information.
  • 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.
  • Engaged in due diligence activities to maintain stringent standards of account management.
  • Performed Due Diligence on several key areas of current drilling operations.
  • Completed due diligence process on properties for purchase or sale.
  • Performed land residual analyses, feasibility, and due diligence.
  • Conducted claim and due diligence audits.
  • Conducted market research and due diligence.
  • Developed a growth plan to include due diligence, key personnel and specific action plans, objectives, and timelines.
  • Performed Site selection, Due Diligence and Submission of locations for Developers.
  • listed properties, negotiated contracts, performed due diligence and attended closings.

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23. High NET

average Demand
Here's how High NET is used in Broker jobs:
  • Participated in consultative investment strategy and retirement planning for high net worth clients.
  • Increased client base by using seminars, cold calling and networking techniques and managed the assets of high net worth individuals.
  • Worked as part of a team prospecting and developing high net worth retail accounts and domestic and international institutional accounts.
  • Traded options on Japanese Yen, British Pound, and Australian Dollar for institutional and high net worth clients.
  • Worked with team of brokers to provide customized financial advice and investment solutions to high net worth individuals.
  • Managed $12 million in assets for 120 high net-worth clients; consistently grew portfolios.
  • Explained to high net-worth (HNW) investors and institutions the benefits of managed futures.
  • Assisted top producing retail broker in high net worth department of well-respected New York firm.
  • Booked air travel reservations for several high net-worth individuals and Fortune 500 companies.
  • Freelanced as Broker with emphasis on High Net Worth Clientele.
  • Worked with higher priority and high net worth clients.
  • Managed high net worth client portfolios leveraging investment services.
  • Provided relocation assistance to high net worth clients.
  • Generated consistent returns for high net worth clients.
  • Established relationships with high net worth individuals.
  • Prospected high net-worth individuals and determined their eligibility for the firm's investment..
  • Managed Money for high net worth individuals Financial Planning and retirement services
  • 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.
  • Expanded Stockton's' client base through extensive cold calling to high net worth individuals and sophisticated investors.

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24. Windows

average Demand
Here's how Windows is used in Broker jobs:
  • Used Outlook, Excel, Windows 98, AWD, along with specific John Hancock tools such a
  • Installed and Configured HP Operations Orchestration (HPOO) 10.x on both Windows and Linux Platforms.
  • Configured and deployed the BAR files to Brokers on test environment on Windows servers.
  • Developed a Windows service to run the long running process at the back end.9.
  • Administered Windows AD Domain, and applied group policy settings improving desktop security.
  • Installed MQ and Message Broker on Windows and UNIX Platforms.
  • Maintained Windows 2003 Server, 9 node network environment.
  • Installed and configured WMB7.0 and WMQ 7.5 on Windows.
  • Supported Windows XP Professional and Windows 7 Professional.
  • Assisted in applications training for DOS-to-Windows changes.
  • Installed the oracle client for windows.
  • Used RFH utility in Windows 2000.
  • Cleaned all exterior and interior windows.
  • Migrated WMB 6.x to WMB7.x on z/OS, and Windows2000.
  • Configured custom components for broker runtime like Configuration Manager, Broker and Broker Domain on windows environment.
  • Implemented basic restart/recovery procedures, Administration and Configuration of WMQ/WMB products on Multiple Platforms (AIX/UNIX, Windows, Linux ).
  • Developed data models and data architecture Setup MQ on AIX and windows server using support packs.
  • Developed scripts for creating queues on windows environment and performed administrative tasks using mqsc commands.
  • Checked for coding standards of all the modules (Hungarian Notation) Responsible for Unit Testing Environment: VC++, Windows 95
  • Installed and configured Jmeter for performance testing on ESB Interfaces in unix, and Windows platforms.

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25. Sales Goals

average Demand
Here's how Sales Goals is used in Broker jobs:
  • Managed individual and institutional investment accounts, exceeding monthly sales goals on a regular basis
  • Developed marketing and business development plans, as well as marketing collateral materials that were effective in achieving sales goals.
  • Exceeded sales goals in a strictly inbound call center environment, resulting in multiple trading increases and sales awards.
  • Displayed competency in exceeding targeted sales goals in both sales leads and listings within the first three months.
  • Increased contract retention to 22% of all at-risk contracts, exceeding all retention and sales goals.
  • Coached distressed homeowners on retaining as much equity as possible while achieving their desired sales goals.
  • Received recognition and Sales Awards in 2005 and 2006 for the achievement of sales goals.
  • Provided impeccable customer service, product promotion and client education to exceed sales goals.
  • Led 2 sales teams directly with weekly meeting, sales goals, and scheduling.
  • Worked with team to create sales goals, marketing strategies and dynamic scripts.
  • Hired, trained, and managed retail merchandisers to aggressively pursue sales goals.
  • Surpassed sales goals and developed a complete marketing program where none existed.
  • Recognized for consistently exceeding Sales Goals for (10) consecutive months.
  • Maintained a positive attitude under pressure, met and exceeded sales goals.
  • Helped the company increase its annual sales goals for new ancillary products.
  • Established a flexible marketing plan that achieves desired quarterly/yearly sales goals.
  • Exceeded sales goals and proven track record selling precious metals.
  • Worked in a team environment to achieve monthly sales goals.
  • Achieved sales goals by making recommendations and providing ongoing service.
  • Maintained 100 - 110% of overall monthly sales goals.

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26. SQL

average Demand
Here's how SQL is used in Broker jobs:
  • Developed Message flow services using ESQL Compute Node, File Nodes, Timer Nodes, Email nodes, and Routing Nodes.
  • Created new Message flows (using ESQL) and Modifying the existing Message flows to incorporate any change requests.
  • Developed software to save scanned data to floppy disks; created SQL commands to query an Access database.
  • Worked on Message Sets, Message Flows to encapsulate the business logic using IBM Nodes and ESQL.
  • Developed ESQL for mapping and filters applied in compute node and configured message sets for mainframes applications.
  • Experienced in ESQL and vast use of String Manipulation functions coding according to the Mapping documents.
  • Administered core SQL databases, for backups, restores, and compaction to ensure viability.
  • Created customer Oracle and MS SQL Server queries to communicate between UCMDB and Asset Manager.
  • Defined CMDB relationship structure of Remedy with SQL database tables and implemented the CMDB process.
  • Worked knowledge in Microsoft Application Blocks and SQL Helper and Grid View Helper classes.
  • Performed the unattended installations of the client tools for SQL Server 2012 and 2008R2.
  • Used ESQL for routing and enrichment of incoming messages in compute and filter nodes.
  • Coded the ESQL for compute node, Database nodes in message flow nodes.
  • Created and did SQL migration for resolving various test and production issues.
  • Created TSQL script library to assist in the setup of new servers.
  • Designed disaster recovery, backup, and load balancing solutions for SQL
  • Created message flows using message processing nodes and ESQL in WBIMB.
  • Coded ESQL Compute Node and Database Node to query the databases.
  • Developed ESQL according to the business rules for message content routing.
  • Coded the complex ESQL work modules for the new services.

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27. Property Management

average Demand
Here's how Property Management is used in Broker jobs:
  • Coordinated and implemented project/property management.
  • Developed creative sales, marketing and closing strategies to facilitate closing and property management of several properties.
  • Managed all property management assignments and met periodically with all managers and institutional ownership.
  • Performed contract negotiation and contract administration; provide leasing and property management services.
  • Assisted in property management of various commercial and industrial properties.
  • Owned and operated a successful residential property management business.
  • Opened property management division to manage investors rental properties.
  • Created and maintained a viable property management division.
  • Provided professional property management services to owners/sellers.
  • Licensed Realtor part-time and property management.
  • Provided rental and property management services.
  • Started up the commercial division, trained new agents to the industry Sales and Leasing of commercial properties and commercial property management
  • 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.
  • Managed all aspects of business that was dedicated to real estate sales, property management, and project management.
  • Provided property management for residential and commercial clients, as well as giving expert advice on any legal issues.
  • Supervised and managed over 165 properties, and property management department; resulting in over $200million in assets.
  • Solicited listings and property management clients, and utilized a vast knowledge of financial and mortgage market.
  • Provided Designated Broker expertise to a large property management company in the Phoenix, AZ valley.
  • Collected rents, handled all collections of late rents, evictions and property management.

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28. Financial Institutions

average Demand
Here's how Financial Institutions is used in Broker jobs:
  • Performed Institutional Equity Sales advising portfolio managers and analysts of large financial institutions regarding stocks fitting individual fund investment philosophy.
  • Expedited trading of natural gas futures contracts on open-outcry brokerage floor between large financial institutions and energy firms.
  • 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.
  • Negotiated and communicated with various financial institutions on behalf of customers.
  • Represented individual owners, financial institutions, government institutions and corporations.
  • Developed strong relationships with financial institutions to secure lowest pricing.
  • Delivered presentations to major banks and financial institutions worldwide.
  • Served as a fixed-income securities broker for financial institutions.
  • Presented and negotiated loan parameters with financial institutions.
  • Developed comprehensive property evaluations for financial institutions.
  • Procured over 50 relationships with banks and other financial institutions leading to the development and success of our Foreclosure Department.
  • Negotiated lease terms on behalf of various financial institutions and Fortune 500 companies to acquire new office locations.
  • Initiated, established and managed relationships with large financial institutions based throughout Europe and the United States.
  • Managed client base of major banks, financial institutions and a number of specialized smaller houses worldwide.
  • Ensured compliance with outside auditors and regulations, and good relations with clients and financial institutions.
  • Returned from London Market and forged new relationships with North American banks and financial institutions.
  • Traded all currency and cross options to banks and financial institutions.
  • licensed by the Virginia State Corporation Commission/Bureau Financial Institutions as Principal Broker Advertising; Marketing; Sales; Management; Accounting
  • Executed trades for many financial institutions including JP Morgan, Merrill Lynch, Refco and Dean Witter.

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29. Market Conditions

average Demand
Here's how Market Conditions is used in Broker jobs:
  • Provided continuous pricing service and advised clients through analytic commentary on market conditions, news and economic data.
  • Advised clients of opportunities in energy futures markets based upon thorough analysis of fundamental and technical market conditions.
  • Provided timely and vital information regarding market conditions to clients including hedge funds and buy/sell-side institutions.
  • Monitored daily foreign currency market conditions, analyzed data and charts.
  • Provided daily pricing strategy in environment with constantly changing market conditions.
  • Capitalized on price fluctuations and hedged against adverse market conditions.
  • Managed high risk futures positions in historically volatile market conditions.
  • Researched market conditions affecting current and future financial strategies.
  • Maintained current local area market conditions.
  • Maneuvered assets according to market conditions.
  • Executed order flow for a number of firm clients, providing insight on market conditions and monitoring accuracy of trade reporting.
  • Developed communication skills through prospecting individuals by door knocking and giving presentations on current market conditions to groups of people.
  • Advised clients on current market conditions and available equipment in order to maximize their production capabilities and streamline their processes.
  • Provided expert advice to clients on market conditions, prices, mortgages, legal requirements, and relevant matters.
  • Developed product packages based on market conditions and brokered contracts for producers, banks, and hedge funds.
  • Applied knowledge of securities, investment plans, market conditions, regulations and financial situation of clients.
  • Advised clients on market conditions, prices, mortgages, and legal requirements to manage expectations.
  • Researched the financial and market conditions which affected the market value of the seller's property.
  • Analyzed market conditions to determine optimum times to execute securities transactions to obtain the highest returns.
  • Based on research and analysis of local market conditions, set resale prices for properties.

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30. Business Owners

low Demand
Here's how Business Owners is used in Broker jobs:
  • Served as member of team that advised and represented small to mid-sized business owners preparing to sell their companies.
  • Called business owners and CEO's of privately-held companies to gauge prospect's interest in selling prospect's company.
  • Worked with the business owners in closing deals which sometimes included conversion from one credit card processor to another.
  • Conducted cold and follow-up calls as well as on-site interviews with business owners regarding the sale of their business.
  • Educated and initiated business owners on filing business entities, corporate structures, licenses, and permits.
  • Secured contracts with a variety of different types of business owners and prepared their businesses for sale.
  • Consulted business owners on setting fair market selling prices based on the future of cash flows.
  • Recruited new business owners to join the BBE bartering network; cultivated preexisting accounts.
  • Worked with home and business owners to cut costs and switch over essential services.
  • Guided business owners in the process of marketing their business for sale.
  • Worked with business owners throughout Iowa wanting to sell their companies.
  • Developed prospective business owners into clients through direct selling of services.
  • Utilized various cold calling methods to secure appointments with business owners.
  • Generated new business by cold-calling on street front business owners.
  • Helped business owners with client-facing and systems from the back-end.
  • Developed and maintained long term relationships with small business owners.
  • Connected with business owners to present benefits of PEO services.
  • Provided direct marketing leads to business owners in various industries.
  • Solicited business owners for the sale of their business.
  • Negotiated mileage and prices with drivers and business owners.

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31. XML

low Demand
Here's how XML is used in Broker jobs:
  • Developed message transformations/ Data enrichment and routing between XML.
  • Developed message flows which done XML/XSLT transformations, from one format to another, SOAP/HTTP XML to MRM mappings and transformations.
  • 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.
  • Created mapping sheets for all functional flows which converts data from XML to MRM and Database rows.
  • Used RFHUTIL to read/browse/put messages in different formats like XML and COBOL from/to a queue.
  • Developed WMB flows to transform XML messages to XML, MRM messages.
  • Handled Message Transformation between XML, COBOL Copybook and C Structures.
  • Used XML and MRM message formats extensively.
  • Implemented XML1 and CWF format Message sets.
  • Designed and developed XML Message flows.
  • Created XSLT style sheets for the XML data transformation from XML to XML and from XML to HTML.
  • Created Message Sets for different formats like CWF, TDS, XML, and EDI.
  • Created XSD's, XML's and XSLT's using Message Broker Toolkit.
  • Created message sets for XML data with client XSD's.
  • Worked on SWIFT and XML messages.
  • Serviced the company with large volume valuation/appraisals that were fed directly to their SourceNet system via xml and other customized interfaces.
  • 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.

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32. Financial Goals

low Demand
Here's how Financial Goals is used in Broker jobs:
  • Researched asset allocation strategies designed to help manage risk while pursuing long-term financial goals via upside participation and downside protection.
  • Engaged clients daily helping identify long-term financial goals regarding personal investment needs, college and retirement planning.
  • Developed and executed successful long-term business building strategies capitalizing on industry trends and exceeding financial goals.
  • Developed financial reports to illustrate solutions to present to the client/prospect after discovering the individuals' needs and financial goals.
  • Identified client needs and implemented financial plans to align the client s financial strategy with their long term financial goals.
  • Advised clients of their financial options in order to help them reach their short-term and long-term financial goals.
  • Analyzed clients' risk tolerance, financial goals, investment allocation, and time frame.
  • Recommended investment products based on risk tolerance and financial goals to prospects and clientele.
  • Analyzed market trends and formulated financial investment strategies to achieve clients' financial goals.
  • Consulted clients regarding market and trading strategy to meet their financial goals.
  • Helped clients achieve financial goals and assisted with unique financial issues.
  • Performed ability to set daily, weekly and monthly financial goals.
  • Managed client portfolio's to meet individual financial goals.
  • Assisted clients in realizing and meeting their financial goals.
  • provided long-term and short-term investment decision for qualified clientele in accordance with their financial goals.
  • Developed long-term relationships with clients Prepared investment strategies to help clients achieve their financial goals Managed client investment portfolios

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33. Customer Base

low Demand
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.
  • Managed existing customer base, while developing new business for freight transportation Company.
  • Identified market niche and developed customer base into a lucrative business segment.
  • Engineered banking/trading client communications & investment bank customer base.
  • Developed and expanded customer base by providing exceptional service.
  • Performed prospecting activities to expand customer base.
  • Established direct sales/ serviced customer base.
  • Managed all day to day activities, hired two salesmen and facilitated Eurodollar option order flow for customer base.
  • Managed inventory, established new accounts, maintained existing customer base, deliveries, advertisement, and QuickBooks accounts.
  • Developed new niche markets for Young's Farm expanding their customer base by 200 stores within 8 months.
  • Increased end-user customer base 240% by consistently exceeding required number of initial and follow up sale calls.
  • Solicited freight from customer base and contracted carriers to move said freight for safe on time delivery.
  • Developed and grew customer base to support sells of Southern Yellow Pine, Spruce and panel products.
  • Developed repeat customer base listing and selling in single family, commercial, agriculture and rental Real-estate.
  • Developed a customer base and assisted clients with equity, futures, and options trading strategies.
  • 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%.
  • Increased desk revenue via introduction of clients previously not part of the company's customer base.
  • Worked my way to top producer building a customer base through cold calling and referrals.
  • Worked with local and national printing companies and produced collateral for an existing customer base.

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34. Finra

low Demand
Here's how Finra is used in Broker jobs:
  • Processed entitlement requests for terminated employees/registered representatives Off GAF and FINRA's database
  • Conducted all reviews from the SEC, FINRA and the ISE ensuring satisfactory results in approximately 25 reviews.
  • Registered with the NFA (member), CFTC registered, and with FINRA Series 3 licensed proficiency.
  • 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.
  • Coordinated the firm's annual Financial Statement audit and compliance audits by FINRA.
  • Planned, coordinated and executed compliance monitoring, audits and FINRA exams.
  • Participated in annual Anti-Money Laundering Compliance training program (FINRA 3310).
  • Researched and coordinated responses to SEC, FINRA and internal audit inquiries.
  • Coordinated and supervised external examinations: FINRA, AMEX and SEC.
  • Obtained FINRA Series 24 General Securities Principal license.
  • Maintained client files in accordance with FINRA regulations.
  • Reported trades using Act and FINRA Trace.
  • Worked with State and FINRA regulators.
  • Ensured overall adherence to FINRA/SEC regulations.
  • Registered with FINRA (registered in Texas and 13 other states, CRD: 5410302).
  • Maintained quality control/satisfaction records, constantly seeking new ways to improve customer service Accomplishments Series 7 and 63 FINRA Registered Broker
  • Obtained FINRA Series 7 General Securities Representative license and FINRA Series 63 Uniform Securities State laws license.
  • Archived broker emails and messages in compliance with SEC and Finra regulations.
  • Gathered information about agents through Finra and RegEd.

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35. Financial Products

low Demand
Here's how Financial Products is used in Broker jobs:
  • Demonstrated and recognized for outstanding ability to effectively market Putnam's financial products.
  • Developed private label financial products.
  • Represented a full line of insurance and financial products; follow up on new leads and referrals resulting from field activity.
  • Invested in securities, money and various financial products on behalf of institutional, corporate and private clients.
  • Displayed knowledge of multiple financial products that could provide a comfortable retirement scenario for clients.
  • Brokered financial products, life insurance, long term care insurance and annuities.
  • Advised customers on financial products to meet their needs.
  • Recruited to lead coverage of a $5B global financial products insurance company generating $400K in annual revenue.

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36. Medicare

low Demand
Here's how Medicare is used in Broker jobs:
  • Developed Indianapolis territory for contacts with senior citizens during the enrollment period for Medicare.
  • Referred qualifying members into Medicare advantage plans or other qualifying plans.
  • Established consultation appointment for Medicare recipients
  • Analyzed the insurance market and advised clients of risk and laws pertaining to Medicare programs.
  • Educated on Medicare laws and requirements to help clients understand the complex steps of enrollment.
  • Trained brokers on Medicare products, ensured their certification and knowledge of new regulations.
  • Marketed primarily to the medicare community specializing in MAPD plans.
  • Marketed startup operation in Chicago of Government Medicare Programs directly to Corporations and through brokers.
  • Leveraged Cigna's directory of doctors and purpose on why they are a strong choice in Medicare and coordination of care.
  • Provided Medicare education to retirees transitioning into the individual market Conducting needs analyses, to asses' retiree's medical needs.
  • Maintained relationships with corporate partners to promote life, health, dental, medicare advantage and medicare supplemental products.
  • 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.
  • 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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37. Inbound Calls

low Demand
Here's how Inbound Calls is used in Broker jobs:
  • Received and serviced 50+ inbound calls per hour from brokers.
  • Handled outbound and inbound calls at high volumes.
  • Received 100-150 inbound calls per day.

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38. Financial Statements

low Demand
Here's how Financial Statements is used in Broker jobs:
  • Prepared and analyzed supplemental profit & loss statements and other financial statements providing various tools for negotiations and for settlement options.
  • Conducted business valuations by analyzing financial statements, forecasting cash flow and conducting NPV analysis.
  • Reviewed and evaluated the annual financial statements for compliance with required disclosures.
  • Provided capital trading manager with daily projections and market financial statements.
  • Managed and reconciled inter-company transactions and prepared consolidated Financial Statements.
  • Valued businesses after review of financial statements and market conditions.
  • Interviewed prospects and analyzed their financial statements.
  • Worked closely with CPA's to review tax returns and financial statements to establish the marketability and value of the business.
  • Examined daily and monthly financial statements that related to proprietary positions and P&L.
  • Analyzed complex financial statements and loan files for commercial l real estate.
  • Approved all credit orders as well as interpret all financial statements.
  • Analyzed financial statements to determine fair-market value of the business.
  • Prepared financial statements and month end close for two companies.
  • Prepared financial statements for group.
  • Advanced analytical skills and financial acumen, ability to interpret financial statements and market trend analysis reports.
  • Worked with business sellers analyzing financial statements and providing business evaluations.
  • Re-casted financial statements for sellers who listed their business with me.

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39. Insurance Companies

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.
  • Experienced performing residential inspections for insurance companies.
  • Interacted directly with 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.
  • Proposed, supported, and negotiated management fees for two insurance companies resulting in a 25% increase.
  • Obtained lenders, insurance companies, electronics and other aftermarket vendors on board to promote a turnkey vessel.
  • Researched various insurance companies and the policies offered by them to help clients choose the most suitable policy.
  • 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.
  • Collected information from clients to assess their risk profile, insurance companies and insurance needs.
  • Assisted brokers with answers to questions and also worked directly with other insurance companies.
  • Negotiated agreements with national banks, mutual fund and insurance companies and vendors.
  • Helped brokers place high risk new business submissions with Surplus Lines Insurance Companies.
  • Researched on the various insurance companies and insurance policies to advise clients effectively.
  • Assisted insurance companies annually in determining premiums, expense and risk levels.
  • Acted as liaison between client and insurance companies for claims and lawsuits.
  • Processed claims and acted as liaison between insurance companies and clientele.
  • Acted as intermediaries between clients and insurance companies.

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40. Cold Calls

low Demand
Here's how Cold Calls is used in Broker jobs:
  • Attracted new clients, brokered deals, found loads for current clients, quality control, cold calls & sales.
  • 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.
  • Ranked as one of the company's Top Sales Reps generating 400+ cold calls weekly.
  • 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
  • Generated over $100,000 in new business sales via networking and cold calls.
  • Created 10 face to face visits based on 100 cold calls per week.
  • 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.
  • Mastered sales scripts for warm and cold calls.
  • Averaged 400 to 600 cold calls daily.
  • Conducted Cold Calls to expand business.
  • Performed 250 cold calls a week to Fortune 1,500 CFO's.
  • Utilized cold calls, contacts and networking for lead generation to build and manage accounts of financial advisors for my clients.
  • Executed marketing by placing cold calls, creating apersonal website and meeting potential clientele to generate sales.

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41. Unix

low Demand
Here's how Unix is used in Broker jobs:
  • Developed UNIX and Perl Scripts for maintenance of MQ systems.
  • Tested maps in Dev and QA on AIX UNIX environment using Command Server.
  • 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.
  • Created and Scheduled jobs through Tivoli schedulers and through UNIX CRON entry.

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42. Customer Relations

low Demand
Here's how Customer Relations is used in Broker jobs:
  • Completed development program including rotational assignments in Customer Service and Customer Relations Management in preparation for becoming a Wealth Manager.
  • 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 customer relations to generate new business and augment existing client/firm relations.
  • Developed new customer relationships through continuous dialogue and client meetings.
  • Managed loan origination firm, processing and customer relations operations.
  • Managed customer relationships and handled all customer service issues.
  • Maintained professional standards in sales and customer relations.
  • Managed customer relations Sales Claim ServicesManaged insurance carrier relations
  • Maintained exceptional customer relationships by delivering on commitments.
  • Developed positive customer relationships and confidence.
  • Managed Customer Relationships with Excel.
  • Managed entire customer relations team.
  • Selected to spearhead pilot group that gathered data for senior management, resulting in improved customer relations.
  • Created outside customer relationship to add to daily leads, to decrease lead cost.
  • Ensured effective customer relations, acted as liaison between sales, operations and clients.
  • Developed strong customer relationships built on service, support, and follow-through.
  • Received extensive training in sales, customer relations, and account management.
  • Established clients through trade execution and customer relations.
  • Developed, managed and built new customer relationships.

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43. Open Houses

low Demand
Here's how Open Houses is used in Broker jobs:
  • Prepared listing documents and facilitated open houses.
  • Assisted clients promoting listings via social media, e-mail campaigns, open houses, print marketing and print advertising.
  • Promoted properties via networking, multiple listing service, advertisements, open houses and social media.
  • Listed & showed residential property for Sale or Rent as well as conducted Open Houses.
  • Attended open houses with clients and facilitated them to ATTRACT & PRODUCE future clients.
  • Conducted open houses, assisted in home design and coordinated client selections.
  • Conducted open houses to generate interest and capture new buyer leads.
  • Hosted open houses to advertise listings to perspective buyers.
  • Hosted numerous Broker/Agent tours for open houses.
  • Scheduled open houses and caravan tours.

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44. MLS

low Demand
Here's how MLS is used in Broker jobs:
  • Identified prospective clients through MLS and other databases including FISBO sellers.
  • Loaded data in MLS; created and dispersed marketing material.
  • Served two terms on the Metro MLS Board of Directors.
  • Used computer to do MLS searches.
  • Monitored and updated MLS property listings.
  • Researched city/county/state records and MLS for data to use in competitive market analysis and pre-negotiation strategies.
  • Created & managed listings, prepared & distributed prospect/client reports using the MLS (TReND) system.
  • Implemented company formation, along with NMLS approval throughout startup process.
  • Licensed Realtor: Extensive knowledge of MLS system.
  • Advertised properties using a variety of methods including, entering client information into Fmls and Mls databases.
  • Generated new business through multiple websites including Zillow, Trulia, local MLS, and personal websites.

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45. REO

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.
  • Developed and maintained relationships with REO asset managers, individual and corporate investors.
  • Negotiated repair and maintenance contracts with outside vendors and monitored performance thereof.
  • Supervised two-person reorganization team accountable for merger and acquisition.
  • Assisted Appraiser's with, FHA appraisals and REO addendum's with turn around time of 24 -48 hours after inspection.
  • Established and operated REO (foreclosure) Real Estate Specialty Office producing over $70 Million in sales in 30 months.
  • Recruited real estate agents on a national level to complete commercial and residential market analyses and appraisals on REO properties.
  • Created business model and online platform to effectively generate mid-market, OREO bank listings; listed/managed 25-50 properties.
  • Performed read, write, import, export, reorganize, and reconstruct SAS data sets.
  • Varied experiences in REO properties and foreclosures, communicating and negotiating with banks and investors.
  • Marketed REO residential properties and performed Broker opinions of market value in Kansas and Missouri.
  • Established Crimson Properties to sell real estate and REO properties in NW Alabama.
  • Experienced in REO Sales as a Listing broker with Fannie Mae.
  • Specialized in processes to dispose non performing default properties and REO.
  • Completed Broker Price Opinions and did property valuations for REO's.
  • Managed all phases of REO Property Liquidation, Short Sale assistance.
  • Assisted agents in condominium developer sales, short-sales and REO's.
  • Focused specialized client services on investor projects and REO Sales.
  • Performed BPO's for banks and asset management REO companies.
  • Negotiated with REO Agents regarding the Sell of Foreclosed Properties.

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46. DB2

low Demand
Here's how DB2 is used in Broker jobs:
  • 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.
  • 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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47. Full Service

low Demand
Here's how Full Service is used in Broker jobs:
  • Provided full service trade recommendations and technical/fundamental analysis to investors.
  • Managed Full Service FuturesTrading Desk.
  • 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.
  • 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.
  • Organized and operated with partners a full service realty franchise.
  • Owned and operated a full service real estate firm.
  • Allied is a full service wealth management firm.
  • Managed a full service real estate operation.

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48. Client Accounts

low Demand
Here's how Client Accounts is used in Broker jobs:
  • Updated or replaced existing client accounts by reviewing and thereafter presenting newer insurance policies consistent with updates in compliance and regulations.
  • Reviewed and provided responses regarding client accounts, advising appropriate departments when corrective action was required.
  • Analyzed absolute and relative performance of client accounts by designing individualized statements of brokerage accounts.
  • Managed client accounts, provided financial and investment advice and updated investment portfolios.
  • Maintained proper documentation for client accounts.
  • Facilitated and supported client accounts to maintain continuity and preservation of the tactical and strategic objectives of the firm.
  • Maintained sensitive client accounts while promoting the growth of new business with trading institutions both domestic and overseas.
  • Assisted with day-to-day management of client accounts, verifying positions, emails, faxes, and wired fund.
  • Maintained accounting records including sales, account receivables and revenue control involving assigned client accounts.
  • Facilitated transfer of high net worth client accounts to / from corresponding broker dealer firms.
  • Placed and serviced five client accounts while assisting in prospecting over a dozen companies.
  • Managed client accounts including financial services, annuities, brokerage, and life insurance.
  • Generated new client accounts while maintaining constructive and positive relationships with current clients.
  • Increased client accounts by 30% by tracking potential clients from other states.
  • Managed client accounts by selling/buying/trading U.S. bullion and rare investment gold and silver.
  • Managed trade book and assisted back office with client accounts and records.
  • Managed day-to-day operations of client accounts, and researched and qualified prospects.
  • Processed daily securities trades in multiple financial markets for client accounts.
  • Created, managed and provided customer service for client accounts.
  • Acquired, serviced, maintained and developed new client accounts.

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49. Sales Process

low Demand
Here's how Sales Process is used in Broker jobs:
  • Managed entire sales process, from first communication to contract execution
  • Originated businesses for sale, represented business owners during the sales processes, and introduced innovative marketing strategies.
  • Maintained prompt, reliable, and positive customer service the all clients throughout the sales process.
  • Assisted clients with the listing, marketing, and administrative sales process of residential properties.
  • Developed partnerships with others in real estate market to facilitate delivery of home sales process.
  • Created a comprehensive sales process for sales team that doubled revenue in 3 years.
  • Managed the sales process from client relations through formulating bids and negotiating pricing.
  • Worked with project manager at HACOL and tenants on understanding the sales process.
  • Trained and mentored brand new agents in all aspects of sales process.
  • Experienced facilitator of real estate sales process from beginning to end.
  • Monitored and guided sales process from initial contact through contract execution.
  • Defined and maintained sales process, identifying resources and/or scheduling conflicts.
  • Provided financial advice and assistance to customers throughout sales process.
  • Devised creative solutions to move the sales process forward.
  • Trained new agents on company systems and sales process.
  • Utilized a consultative sales process to identify needs and create value in establishing a new Forex account.
  • Communicated with owners regarding home and loan status.Followed up with prospects throughout the sales process.
  • Worked closely with company executives to identify new business opportunities and routinely participated in the sales process.

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50. Hedge Funds

low Demand
Here's how Hedge Funds is used in Broker jobs:
  • Negotiated contracts and developed additional positive relationships with hedge funds, banks and major producers.
  • 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 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.
  • Executed futures and options orders for proprietary traders, hedge funds, and retail customers.
  • 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.
  • Established bid/offer levels on Treasury bond positions from both primary dealers and hedge funds.
  • Developed and maintained an institutional client base consisting of Hedge Funds and Banks.
  • Developed knowledge base in Alternative Investments and Hedge Funds, and EstatePlanning.
  • Serviced Secular and Corporate accounts and 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.

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20 Most Common Skill For A Broker

Brokerage16.8%
Real Estate10.6%
Procedures9.9%
Financial Services8.4%
Communication6.1%
Insurance Products5.6%
Client Relationships5.2%
Risk Management5%

Typical Skill-Sets Required For A Broker

RankSkillPercentage of ResumesPercentage
1
1
Brokerage
Brokerage
13.3%
13.3%
2
2
Real Estate
Real Estate
8.4%
8.4%
3
3
Procedures
Procedures
7.8%
7.8%
4
4
Financial Services
Financial Services
6.7%
6.7%
5
5
Communication
Communication
4.9%
4.9%
6
6
Insurance Products
Insurance Products
4.4%
4.4%
7
7
Client Relationships
Client Relationships
4.2%
4.2%
8
8
Risk Management
Risk Management
3.9%
3.9%
9
9
Buyers
Buyers
3.3%
3.3%
10
10
Potential Clients
Potential Clients
3.1%
3.1%
11
11
Powerpoint
Powerpoint
2.7%
2.7%
12
12
Business Relationships
Business Relationships
2.6%
2.6%
13
13
Income
Income
2.2%
2.2%
14
14
Market Research
Market Research
2.2%
2.2%
15
15
Business Development
Business Development
1.9%
1.9%
16
16
Medicaid
Medicaid
1.8%
1.8%
17
17
New Customers
New Customers
1.6%
1.6%
18
18
Websphere
Websphere
1.5%
1.5%
19
19
Life Insurance
Life Insurance
1.4%
1.4%
20
20
LLC
LLC
1.3%
1.3%
21
21
Health Care
Health Care
1.3%
1.3%
22
22
Due Diligence
Due Diligence
1%
1%
23
23
High NET
High NET
1%
1%
24
24
Windows
Windows
1%
1%
25
25
Sales Goals
Sales Goals
1%
1%
26
26
SQL
SQL
1%
1%
27
27
Property Management
Property Management
1%
1%
28
28
Financial Institutions
Financial Institutions
0.9%
0.9%
29
29
Market Conditions
Market Conditions
0.9%
0.9%
30
30
Business Owners
Business Owners
0.8%
0.8%
31
31
XML
XML
0.8%
0.8%
32
32
Financial Goals
Financial Goals
0.7%
0.7%
33
33
Customer Base
Customer Base
0.7%
0.7%
34
34
Finra
Finra
0.7%
0.7%
35
35
Financial Products
Financial Products
0.6%
0.6%
36
36
Medicare
Medicare
0.6%
0.6%
37
37
Inbound Calls
Inbound Calls
0.6%
0.6%
38
38
Financial Statements
Financial Statements
0.6%
0.6%
39
39
Insurance Companies
Insurance Companies
0.5%
0.5%
40
40
Cold Calls
Cold Calls
0.5%
0.5%
41
41
Unix
Unix
0.5%
0.5%
42
42
Customer Relations
Customer Relations
0.5%
0.5%
43
43
Open Houses
Open Houses
0.5%
0.5%
44
44
MLS
MLS
0.5%
0.5%
45
45
REO
REO
0.4%
0.4%
46
46
DB2
DB2
0.4%
0.4%
47
47
Full Service
Full Service
0.4%
0.4%
48
48
Client Accounts
Client Accounts
0.4%
0.4%
49
49
Sales Process
Sales Process
0.4%
0.4%
50
50
Hedge Funds
Hedge Funds
0.4%
0.4%

502 Broker Jobs

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