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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, 11.9% of Broker resumes contained Procedures as a skill. Let's find out what skills a Broker actually needs in order to be successful in the workplace.

15 Essential Broker Skills For Your Resume And Career

1. Procedures

Procedures are the established ways to perform a certain task. It is like an action plan for a team to perform their duties. It's like a map that can save one from being confused or roaming about while attempting to achieve a goal. When an organization uses procedures, it promotes positive practices and sets a good precedent

Here's how procedures is used on broker resumes:
  • Maintained extensive knowledge of products, policies, procedures and regulatory requirements in rapidly changing industry via dedication to continuous learning.
  • Respond to user questions on system functionality, feasibility or implication of any Enhancements, or on system operational procedures.
  • Maintained and managed related inventory, handled issues, regulations and procedures, reviewed transactions for accuracy and quality control.
  • Conduct registered functions including interfacing with Operations, soliciting and creating new client accounts and implementing trading policies and procedures.
  • Implemented policies and procedures for the Broker Dealer Firm to effectively supervise Financial Consultant trading activities including suitability profiles.

2. Brokerage

Brokerages act as intermediaries in various areas whose purpose is to connect individuals or groups who do not have direct access to each other and also to facilitate transactions such as obtaining loans, purchase of properties, investments, foreign exchanges, and many more.

Here's how brokerage is used on broker resumes:
  • Provide high-level brokerage services and responsible for business development, partner relationship management as well as HR management and risk mitigation.
  • Experienced business brokerage firms specializing in helping business owners sell their business and potential buyers to purchase an existing business.
  • Solicited profitable freight brokerage business by marketing transportation capability via direct sales calls, telephone and direct mail marketing activity.
  • Oversee full range of operations management functions for this start-up franchise brokerage company to qualify prospects for appropriate franchise acquisitions.
  • Hired to establish Treasury Bills brokerage desk facilitating trade execution between primary dealers and other government bond trading accounts.

3. Life Insurance

Here's how life insurance is used on broker resumes:
  • Managed client relationships and provided expert advice to clients on property finance and life insurance management decisions.
  • Prospected and wrote individual permanent life insurance polices.
  • Studied and successfully obtained Series 7, Series 63 and Health and Life Insurance licenses in record time of three months.
  • Analyze wealth portfolio for asset allocation, including life insurance, annuities, mutual funds, and various investment options.
  • Contracted as a broker, engaged in establishing life insurance plans in order to satisfy retirement and estate needs.

And if you’re looking for a job, here are the five top employers hiring now:

  1. Morgan Stanley Jobs (9)
  2. Charles Schwab Jobs (39)
  3. BGC Partners Jobs (20)
  4. Edward Jones Jobs (8)
  5. Fidelity Investments Jobs (15)

4. Communication

Communication is the ability to express one's ideas and thoughts to other people using expressions, words, or actions. Communication is to receive or send any kind of information. People need to be able to communicate and convey their message to the customers to run a successful business.

Here's how communication is used on broker resumes:
  • 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.
  • 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.

5. Financial Services

Financial services are economic services that are offered by the finance sector, which includes banks, financial institutes credit-card agencies, insurance companies, accountancy firms, and others that handles assets. Organizations in the financial services sector are concerned with money and risk management.

Here's how financial services is used on broker resumes:
  • Licensed Insurance Agent in Property/Casualty/Life/Banking services/financial services/risk management
  • Partnered with customers to achieve their financial solutions utilizing my strong financial services and investment knowledge.
  • Used information from professional publications and knowledge of securities market and financial services industry.
  • Render financial services to individuals and businesses.
  • Brokered international financial services and commodities.

6. Risk Management

Risk management is the method of recognizing, evaluating, and managing risks to an organization's resources and profits. Financial insecurity, regulatory liability, strategic management mistakes, incidents, and natural hazards are just some of the challenges or dangers that could arise. For digitalized businesses, IT security vulnerabilities and data-related threats, as well as risk management techniques to mitigate them, have become top priorities.

Here's how risk management is used on broker resumes:
  • 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.
  • Provide insurance solutions to clients representing various risk management products and technologies
  • Collaborated with Life Products Operations management for effective enterprise risk management.
  • Project included Risk Management Mitigation process for operations.

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7. Real Estate

Real estate is land that has buildings on it. This kind of property consists of permanent improvements either natural or man-made, which include, houses, fences, bridges, water trees, and minerals. There are 4 types of real estate namely; residential real estate, commercial real estate, industrial real estate, and vacant land.

Here's how real estate is used on broker resumes:
  • Network of contacts in real estate insures complete satisfaction for both residential and commercial property acquisitions.
  • 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.
  • 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.

8. Client Relationships

Here's how client relationships is used on broker resumes:
  • Foster client relationships through evaluation of client portfolio, asset allocation and suitability needs offering consultative recommendations and solutions.
  • 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.
  • Cultivate multiple client relationships to effectively communicate changes recognized in sales and in-stock trends for proactive best-practices.

9. New Clients

New clients are identified as a person or entity that has not yet availed of the goods or services of your company. A person who is not an existing client of your company falls under the definition of a new client. A company survives and thrives because of new clients, and there are several jobs designated in a company to find new clients. Marketing or advertisement may be the best ways to target and influence new clients to the company.

Here's how new clients is used on broker resumes:
  • Developed and maintained an expanding client base with customers
  • Developed client base and maintain profitability.
  • Created successful marketing strategies to promote our company and client base; designed and placed advertising for the properties and company.
  • Directed group meetings and presentations to prospective and current clients to encourage growth and build a client base for our Branch.
  • Visited all Companies in this area and built a client base of over 300 customers that I maintained over the years.

10. Powerpoint

Powerpoint is an application developed by Microsoft which allows users to create slides of important information to present. It is used mainly for school presentations and businesses. It is commonly used and regarded as the "gold standard" in the field of presentation applications.

Here's how powerpoint is used on broker resumes:
  • 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.
  • Prepare class material, generate PowerPoint presentations, database entry of grades, and upload same to NYU Blackboard.
  • Sound working knowledge of computers and proficiency in Excel, PowerPoint, Internet search, and website maintenance.

11. Market Research

Market research is a collective effort to collect information related to a consumer's needs and wants. It is a systematic approach that involves recording and analysis of both qualitative and quantitative data. Market research helps a business to identify a target market correctly and identify the gaps in potential consumer's expectations.

Here's how market research is used on broker resumes:
  • Expanded and strengthened existing account relationships by actively selling services based on current market research.
  • Conducted market research on technology programs supported by competing investment firms.
  • Conducted necessary market research and/or due diligence.
  • Set up web sites, used MS Front page, did market research, bought and sold expensive and rare cards.
  • Provided project supervision and market research for four commercial real estate brokers specializing in the metro west area.

12. Business Relationships

Here's how business relationships is used on broker resumes:
  • Skilled in cultivating business relationships, secured two Fortune 500 customers from position of Casualty Service Department.
  • Cultivated strong business relationships to drive business development including regular client meetings, entertaining and networking clients.
  • 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.

13. Income

Here's how income is used on broker resumes:
  • Distinguished career as Licensed Real Estate Professional successful increased annual revenue and income through expertise in building customer relations and referrals.
  • Set up and managed privately owned Residential Property Management Company collecting a gross rental income of Approx.
  • 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.

14. Buyers

Here's how buyers is used on broker resumes:
  • Served as a broker, offering favorable return-on-investment rates for institutions providing collateral and buyers of treasury instruments.
  • Negotiate fair deals between vehicle sellers and buyers ensuring repeat consumer business and partner participation.
  • 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.
  • Develop and expand personal business representing buyers and sellers of residential properties.

15. Medicaid

Here's how medicaid is used on broker resumes:
  • Provided complete and accurate information to recipients about Virginia Medicaid managed care programs.
  • Provide information to Medicaid eligible recipients on the Traditional Medicaid Programs.
  • Assisted applicants with Medicaid eligibility, and selecting Supports Coordinators.
  • Educated and informed Medicaid recipients of managed care options.
  • Assisted Florida recipients on Medicaid enroll into a medical plan
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The eight most common skills based on Broker resumes in 2022.

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Real Examples Of Broker Resumes That Use These Skills

List Of Skills To Add To Your Broker Resume

According to recent trends, the most relevant Broker Resume Keywords for your resume are:

  • Procedures
  • Brokerage
  • Life Insurance
  • Communication
  • Financial Services
  • Risk Management
  • Real Estate
  • Client Relationships
  • New Clients
  • Powerpoint
  • Market Research
  • Business Relationships
  • Income
  • Buyers
  • Medicaid
  • Business Development
  • New Customers
  • Health Care
  • Windows
  • Property Management
  • Websphere
  • Sales Goals
  • SQL
  • Market Conditions
  • Due Diligence
  • Outbound Calls
  • LLC
  • XML
  • Medicare
  • Cold Calls
  • Financial Goals
  • Financial Institutions
  • High NET
  • Insurance Companies
  • Prospective Customers
  • Financial Products
  • MLS
  • Financial Statements
  • Customer Base
  • High Volume
  • Client Service
  • Potential Customers
  • Business Owners
  • Sales Process
  • Finra
  • Full Service
  • Unix
  • DB2
  • Open Houses
  • Loan Portfolio

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Online Courses For Brokers

One of the best ways to acquire the skills needed to be a Broker is to take an online course. We've identified some online courses from Udemy and Coursera that will help you advance in your career. Since Brokers benefit from having skills like Procedures, Brokerage, and Life Insurance, we found courses that will help you improve these skills.

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Customer Service
udemy
4.6
(4,889)

How to Approach New Customers and Maintain Existing Ones...

Customer Service, Customer Support, And Customer Experience
udemy
4.4
(282)

Customer service, customer support, and customer experience training. Loyal clients through world-class customer service...

Start Improving Customer Service
udemy
4.1
(2,025)

Creating a Customer Service advantage in Your department or business through communication and Customer Management...

Customer Service Training Keys To Satisfy Your Customers
udemy
4.5
(257)

An introduction to customer service and its importance in any business...

Customer Service Mastery: Delight Every Customer
udemy
4.6
(11,073)

Master Customer Service using this practical customer care course...

Broker U - Gateway to Becoming a Freight Broker
udemy
4.7
(438)

Online Freight Broker Training - Learn the skills necessary to become a Freight Broker or agent...

[2022] Customer Service 2.0: Learn Digital Customer Service
udemy
4.5
(1,962)

Used by Chase, Intel, & more! Learn soft skills, social media customer service, diagnosing user problems, & more...

Fundamentals of Logistics, Supply Chain & Customer Service
udemy
4.5
(1,048)

Learn Logistics, Supply Chain and Customer Service. 3 Courses in 1...

Customer Service: Keep 'em coming back!
udemy
4.5
(1,980)

How to give the best customer service in your industry and keep those customers raving about your business...

Brilliant Customer Service: How to Impress your Customers!
udemy
4.5
(9,347)

Enhance your customer support and truly differentiate yourself from your competition!...

The Customer: Build a Customer Service Strategy (BITE SIZE)
udemy
4.4
(4,141)

For you and your team to be successful in providing great customer service, start by putting your customer first...

SAP Customer Service (CS/SM) - Service Management module
udemy
4.4
(551)

Real World SAP CS and SD, Repair Orders, Service Orders, Service Contracts...

Customer Service Success: Take Your Skills to the Next Level
udemy
4.8
(295)

Excel at customer relationship management Improve your soft skills Create positive experiences to wow your customers...

Fundamentals of Insurance - 1
udemy
4.2
(668)

Fundamentals of Insurance - 1...

Your Customer Service Toolbox: Best Practices for Beginners
udemy
4.6
(453)

Excel as a front-line customer service agent using problem-solving & relationship-building skills, etiquette, and more...

Freight Broker Training
udemy
4.4
(1,398)

Learn How To Become A Freight Broker...

Customer Service: How to sell more without advertising
udemy
4.6
(811)

Learn how to create a customer experience that earns you customer loyalty and creates word of mouth advertising...

Customer Service English Essentials
udemy
4.6
(3,879)

Learn the English phrases, sentences, and tips you'll need to handle customer service situations over the phone...

Customer Experience Management (CX): MASTERCLASS 2021
udemy
4.3
(2,181)

1 Customer Experience Management Course. Discover The Art Of A Client-Centric Culture. Customer Journey. B2B. B2C...

New Product Development - develop your own new product
coursera

New product development is essential for the survival of many companies in the Hi-Tec sector, as well as other sectors. The percentage of sales of successful business organizations tied to the successful Introduction of new products and services is high. However, the failure rate of new products development projects is also high and therefore there is a need for a methodology based on a well-designed process as well as tools and techniques to manage New Product Development (NPD) projects. Since...

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Most Common Skills For Brokers

RankBroker SkillPercentage of Brokers
1Procedures11.9%
2Brokerage11.4%
3Life Insurance6.6%
4Communication6.2%
5Financial Services6.2%
6Risk Management4.3%
7Real Estate4%
8Client Relationships4%
9New Clients3.8%
10Powerpoint3.2%
11Market Research2.9%
12Business Relationships2.7%
13Income2.6%
14Buyers2.4%
15Medicaid2.2%
16Business Development1.7%
17New Customers1.6%
18Health Care1.4%
19Windows1.2%
20Property Management1.1%
21Websphere1.1%
22Sales Goals1%
23SQL1%
24Market Conditions1%
25Due Diligence1%
26Outbound Calls1%
27LLC0.8%
28XML0.7%
29Medicare0.7%
30Cold Calls0.7%
31Financial Goals0.7%
32Financial Institutions0.6%
33High NET0.6%
34Insurance Companies0.6%
35Prospective Customers0.6%
36Financial Products0.6%
37MLS0.5%
38Financial Statements0.5%
39Customer Base0.5%
40High Volume0.5%
41Client Service0.5%
42Potential Customers0.5%
43Business Owners0.5%
44Sales Process0.4%
45Finra0.4%
46Full Service0.4%
47Unix0.4%
48DB20.4%
49Open Houses0.4%
50Loan Portfolio0.3%

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