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Broker skills for your resume and career

Updated January 8, 2025

6 min read

Below we've compiled a list of the most critical broker skills. We ranked the top skills for brokers based on the percentage of resumes they appeared on. For example, 16.7% of broker resumes contained brokerage as a skill. Continue reading to find out what skills a broker needs to be successful in the workplace.

15 broker skills for your resume and career

1. 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 brokers use brokerage:

Provide high-level brokerage services and responsible for business development, partner relationship management as well as HR management and risk mitigation.
Solicited profitable freight brokerage business by marketing transportation capability via direct sales calls, telephone and direct mail marketing activity.

2. 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 brokers use financial services:

Licensed Insurance Agent in Property/Casualty/Life/Banking services/financial services/risk management
Managed account base totaling 200+ financial service organizations and leveraged collaborative relationships with Banking Associations to gain access to banks nationally.

3. Insurance Products

Here's how brokers use insurance products:

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.

4. 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 brokers use risk management:

Coordinated and administrated casualty service teams in providing brokering and risk management consultation to client base.
Reviewed mortgage broker applications for the wholesale lending department Followed risk management procedures regarding approval/decline of applications

5. Client Relationships

Here's how brokers use client relationships:

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.

6. Real Estate Transactions

Here's how brokers use real estate transactions:

Prepare all documentation for real estate transactions and communicate all necessary information to title companies and financial institutions regarding the transactions.
Involved in all facets of real estate transactions from commercial to residential subdivision development.

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7. PowerPoint

Here's how brokers use powerpoint:

Created custom presentation materials for sales pitches using Microsoft PowerPoint.
Executed PowerPoint presentations regarding the department's standing

Select Skills To Add To Your Resume

Brokerage

Financial Services

Insurance Products

Risk Management

Client Relationships

Real Estate Transactions

8. Business Relationships

Here's how brokers use business relationships:

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.

9. Medicaid

Here's how brokers use medicaid:

Provided complete and accurate information to recipients about Virginia Medicaid managed care programs.
Provide information to Medicaid eligible recipients on the Traditional Medicaid Programs.

10. Strong Negotiation

Here's how brokers use strong negotiation:

Utilized strong negotiation skills with deal principles, C-level executives, lenders, attorneys, and escrow.
Leveraged strong negotiation skills to provide the greatest financial benefits to clients.

11. Life Insurance

Here's how brokers use life insurance:

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.

12. Market Trends

Here's how brokers use market trends:

Developed monthly Industrial Indicators, a proprietary publication offering global analysis of end-market trends.
Monitored market trends, competition philosophy, products and distributions systems.

13. Business Development

Business development is the ideas or initiatives that work to make business work better. Selling, advertising, product development, supply chain management, and vendor management are only a few of the divisions involved with it. There is still a lot of networking, negotiating, forming alliances, and trying to save money. The goals set for business development guide and coordinate with all of these various operations and sectors.

Here's how brokers use business development:

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.

14. Windows

Windows is a chain of operating systems that controls a computer and is developed by Microsoft. Every version of Windows consists of GUI (graphical user interface), with a desktop that allows the user to open their files.

Here's how brokers use windows:

Worked closely with DB2, AIX, Windows support teams during WebSphere MQ and WBI Message Broker builds.
Used Outlook, Excel, Windows 98, AWD, along with specific John Hancock tools such a

15. Property Management

Property management is the regular oversight of commercial, residential, or industrial real estate by a third-party contractor. Property management includes the day-to-day care of the property, fixing minor and major issues, and monitoring the security of the property.

Here's how brokers use property management:

Coordinated and implemented project/property management.
Oversee efficient operation of Property Management Division, including quality control of all commercial and residential services and client satisfaction.

12 Broker Resume Examples

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Alexander Ramos Broker Contact Information Chicago, IL (620) 555-4488 aramos@example.com Skills • Customer Orders • ISF • CRM • ASR • Customer Service • Powerpoint • Sales Floor • Sales Process • REP • Brokerage Employment History Broker 2014 - Present Berkshire Hathaway Chicago, IL • General Residential Real Estate Sales and Rentals in Tampa Bay area. • Educated clients on the current real estate market and answered any questions they had. • Served as a liaison with local government agencies for real estate projects and permits. • Arrange meetings with property owners to ascertain leasing qualifications and develop attractive marketing campaigns to promote residential properties. • Maintained knowledge of the real estate market, laws, technology and the economy. Inside Sales Representative 2012 - 2014 TruGreen Crestwood, IL • Obtained new customers through marketing and sales strategies. • Perform outside sales door-to-door requiring travel to residential areas by personal vehicle. • Called prospective customers utilizing automated dialing system to explain different types of service or products offered. Field Sales Representative 2011 - 2012 TruGreen Memphis, TN • Maintain clients and accounts, up-selling, customer service, as well as customer retention. • Recruited and trained sales organization. • Build new customer base while increasing sales within current customers Meet and exceed 35 presentations per week. • Perform wide range of sales activities including consultative sales, short/long range planning, and client relations. Education Bachelor's Degree Business 2003 - 2006 Liberty University Lynchburg, VA


Henry Cook Broker Contact Info Medford, NJ (560) 555-3841 hcook@example.com Skills Customs BrokersBrokerageSpecial EventsPortfolioOpen HousesShow HomesResidential PropertiesReal EstateSales ContractsCompetitive Market Analysis Employment History Broker 2011 - Present Weichert Medford, NJ • Broker owner of a National Franchise real estate brokerage firm. • Create relationships with sellers, buyers, renters and the public by cold calls, or face to face contact. • Received Real Estate Broker license in 2004 and have been working as a Broker full time since that time. • Licensed real estate broker and Realtor. • List and sell all types of real estate Realtor 2002 - 2011 Halstead Property New York, NY • Conducted broker and public open houses throughout Fairfield County / Litchfield County, CT. • Assisted buyers and sellers with acquisition of residential real estate. • Act as an intermediary in negotiations between buyers and sellers over property settlement details, and during the closing of sales. • Contacted clients and built relationships by telemarketing, door knocking, and open houses. Sales Counselor 2000 - 2002 Macy's New York, NY • Maintained cleanliness of fitting rooms and sales floor by cleaning and returning clothing to proper places. • Maintained returning clientele while assisting new customers. • Assist customers in finding products that match their needs while providing outstanding customer service and meeting selling standards. • Maintain a clean sales floor Assist customers minor cashier experience Education Some College Courses Business 2000 - 2000 Northeastern University Boston, MA


Nancy Miller Broker Aurora, CO nmiller@example.com (210) 555-6362 Experience Broker 2018 - Present ADTAurora, CO • Train and coach new team members on company protocols and safety procedures. • Lead neighborhood workshops for first time home buyers. • Assist customers in the process of selling and buying real estate. • Educated buyers and sellers on Short Sale, deed in lieu and foreclosure process. • Identified customers that utilized fixed income options with their portfolio. Inside Sales Representative 2017 - 2018 ADTAurora, CO • Negotiate contract terms and prices with out-of-service customers, as well as new customers. • Presented the features and benefits of the ADT Security solution in contrast to those offered by competitors. • Managed prospects, sales, and opportunity pipeline using CRM, Salesforce.com. Field Sales Representative 2016 - 2017 WW GraingerSan Bernardino, CA • Managed group of 2 Account Executives and 2 Middle Market Sales Representatives. • Perform all aspects of the sales process, input and update all relevant activities utilizing the SC Line CRM. • Maintain ongoing communication with government agencies regarding the status of claims. • Developed business plan resulting increased market share for Effexor XR. • Developed new accounts through prospecting. Skills Communication Ensure Accuracy Brokerage Product Development CRM Online Risk Management Job Sites Purchase Orders General Contractors Education Bachelor's Degree Business 2008 - 2011 California State University - San BernardinoSan Bernardino, CA


Walter Cox Broker Employment History Broker 2020 - Present CarpenterIndianapolis, IN • Alsorepresented buyers and sellers i n s everal residential transactions a s licensed Texas Realtor . • Produced a profitable 2015 in real estate sales of over $23,066,153.00 and $513,155.93 in gross income. • Identified real estate requirements and problems, and recommended solutions. Inside Sales Representative 2010 - 2020 FastenalIndianapolis, IN • Deliver product to customers with company vehicle. • Created and maintained spreadsheet tracking communication and payment on past due invoices. • Shared product knowledge with customers while making personal recommendations. • Conducted meetings with branch managers to outline business plan of attack. Field Sales Representative 2008 - 2010 CintasCincinnati, OH • Managed a comprehensive sales process that exceeded company goals standards and increased sales. • Direct sales of UTY/Angelica apparel brand to key accounts in NC, parts of SC, and Tri-City, TN. • Achieved highest sales goals in Tucson location • Exceeded sales objectives* Multiple recognitions for Top Sales Performer* Mentee to Cintas Corporation Regional Sales Manager • Planned and managed daily activities to achieve weekly sales goals. • Achieve sales goals established by manager through direct selling and referrals. Education Bachelor's Degree Business 2000 - 2003 American InterContinental UniversityChandler, AZ Contact Information Indianapolis, IN (810) 555-8699 wcox@example.com Skills Brokerage Sales Floor Contract Negotiations Windows Lenders Potential Customers Customer Orders Walk-In Customers Account Management Product Knowledge


Bruce Nichols Broker New York, NY (260) 555-5017 bnichols@example.com Skills Community Policies Appropriate Personnel Safety Meetings Real Estate Customer Accounts Occupancy Rate Service Calls Communication Process Applications Payroll Employment History Broker 2020 - Present United Parcel ServiceNew York, NY • Assisted with obtaining customs clearance for cargo shipments entering the United States from various countries. • Record and edit any discrepancy to ensure customs entry is correctly processed. • Create and submit paperwork electronically to border agencies for air and ocean shipments to receive clearance to export freight. • Enter info for files such as FDA DOT LACEY FCC and Anti Dumping accurately and rapidly into the BOSS database. Dispatcher 2017 - 2020 United Parcel ServiceNew York, NY • Handled customer service calls and customer counter. • Communicate and present operational objectives, changes, and updates on new services and procedures. • Developed and implemented safety practices / procedures. • Executed daily operations Trained and managed 10 employees and achieved significant improvements in their productivity. Leasing Agent 2011 - 2017 Timber Ridge GroupLynchburg, VA • Played an active role in the renewal process and responsible for proper maintenance of all resident and property files. • Lease out apartments, Run credit checks and Maintain Accounts through Property ware. • Answered phones, processed applicants, made bank deposits, made copies, filedpaperwork, numerous other tasks when needed Education Some College Courses Business 2011 - 2011 Liberty UniversityLynchburg, VA


Beverly Clark Broker Tampa, FL (890) 555-1421 bclark@example.com Experience: Broker Prudential Realty Tampa, FL 2011 - Present • Run my own business selling and listing real estate. • Earned the Tennessee Real Estate License and work with my wife as The Wallace Team • Negotiate purchase agreements in cooperation with both sellers and buyers. • Provide consistent and open lines of communication for team. • Full service real estate services, specializing in Buyer/Tenant representation NEW HOME SPECIALIST: NEW HOMES AMERICA. Account Executive Comcast Jacksonville, FL 2009 - 2011 • Generated multiple New Business Sales. • Promote and Establish business services with small and medium size businesses throughout the NE Beltway areas. • Meet with business owners to consult on needs and how Comcast Business integration can drive growth. • Manage sales process through Sales Force and other online management tools. Assistant Account Executive (Part-Time) Cramer-Krasselt Chandler, AZ 2009 - 2009 • Trained and supervised team of three Account Executives. • Played a key role in making the modernization of the payroll system. • Updated balance sheet totals for monthly report. • Identify and correct any coordination of benefit problems identified on patient accounts. • Set up new customers for service and place orders. Skills • Filings • Sales Process • Real Estate • Cloud • Financial News • New Business Pitches • Procedures • Lenders • Buyers • Client Relationships Education: Some College Courses American InterContinental University Chandler, AZ 2009 - 2009 • Major: Business


Wayne Hunt Broker Morris Plains, NJ (460) 555-7371 whunt@example.com Experience: 2016 - Present Broker / Weichert / Morris Plains, NJ • Represent home buyers and sellers to facilitate all aspects of a real estate transaction. • Worked with clients in Real Estate transactions from buying and selling to closing. • Licensed real estate broker and Realtor. • Utilize effective and efficient real estate practices to write, negotiate, and close residential real estate contracts. 2015 - 2016 Prime Broker / Coldwell Banker Florida / New York, NY • Managed client accounts including financial services, annuities, brokerage, and life insurance. • Provided sales and trade support to high profile retail and institutional clients, including money managers and hedge funds. • Organized appointments with owners and buyers and handled the sensitive documents that go along with buying or selling a home. • Educated clients on the current real estate market and answered any questions they had. 2014 - 2015 Trader / Goldman Sachs / Jersey City, NJ • Communicate investment ideas to portfolio hedge funds, pension funds and institutional investors. • Assisted with management of International Portfolio and hedging. • Conducted in depth analysis of portfolio returns. Skills: Portfolio, Technical Analysis, Risk Management, Customs Brokers, Trade Execution, Asset Classes, Nyse, Derivative Products, Current Events, R Education: 2011 - 2014 Bachelor's Degree Business / American InterContinental University / Chandler, AZ


Denise Anderson Broker Austin, TX \| (990) 555-9806 \| danderson@example.com Work Experience Broker, Maximus - Austin, TX 2016 - Present Educated clients on managed care - Assessed client's health care needs and assisted clients in choosing a health plan Drafted letters and designed brochures, PowerPoint slides and newsletters for members Handled communication of information to Spanish speaking members as well as performed data entry of confidential member information and enrollment. Researched coverage and premium options and supplied clients with the best health care coverage available. Agent, Bags - Orlando, FL 2015 - 2016 Submit RFQ's to vendors. Advanced Repair Agent is a brand ambassador for both the Geek Squad and Best Buy brands. Received multiple notes of recognition for customer service from managers, technicians, sales reps, and outside customers. Bridge communication lines between Team Managers, Account Managers and agents. Leasing Agent, BG Staffing - Orlando, FL 2012 - 2015 Assist verifying proof of income, employment, valid credit check and conducting criminal background check. Type lease agreements and get them signed by renters after confirmation of their understanding on terms and conditions. Answer phones, collect payments, process applications, take prospects on tour. Communicate concepts to customers who are not familiar with the behind scenes of property management and fair housing. Skills Orientation Sessions, Fundamental Analysis, Local Area, Available Properties, Income, Customer Retention, Property Tours, Brokerage, Insurance Programs, Real Estate Education Bachelor's Degree Business 2009 - 2012 University of Central Florida - Orlando, FL


Ann Moore Broker Philadelphia, PA (710) 555-5256 amoore@example.com Experience Broker, All Risks, Philadelphia, PA 2020 - Present • Created written procedures for the client data processing (CDP updates). • Assisted brokerage firm in attaining clients to buy and sell stocks, bonds and securities through the Over the Counter Market • Originated residential loans, reviewed and gathered client information to prepare loans Prequalified client for specific loans and submitted loan applications • Licensed in MD, DC and VA to sell real estate. Trader, Vanguard Group, Philadelphia, PA 2018 - 2020 • Provide quality leads in excess of $1 million to business development and wealth management units. • Traded foreign currency volatility positions in the interbank market. • Maintained technical models used in portfolio management specifically as related to duration and yield-curve management. • Executed fixed income trades, specializing in municipal bonds. Equity Trader, Sunoco, Philadelphia, PA 2017 - 2018 • Worked with Risk management to build appropriate risk reporting models to track risk independently, and to monitor trade limits. • Analyzed market conditions, risks, resources, and economics to improve GMP's portfolio. • Created multifaceted training program to instill junior traders with in-depth knowledge of technical analysis and options portfolio management. • Participate in formal meetings between Wall Street Analysts and Portfolio Managers. • Utilized foreign currency futures contracts to successfully hedge trading positions while gaining extensive derivative knowledge. Skills • Sales Agents • Portfolio • Financial Statements • Municipal Bonds • High NET • Futures • Stock Market • Real Estate • Risk Management • Sell Side Education 2014 - 2017 Bachelor's Degree Real Estate, Temple University Philadelphia, PA


Benjamin Andrews Broker Morris Plains, NJ \| (260) 555-2075 \| bandrews@example.com Employment History: Weichert - Morris Plains, NJ 2011 - Present Broker • Broker owner of a National Franchise real estate brokerage firm. • Attended conventions and stayed well-informed of RESPA regulations and other educational real estate topics. • Utilize effective and efficient real estate practices to write, negotiate, and close residential real estate contracts. • Analyze Market Trends Participate in weekly trainings and meetings Continuing Realtor Education Daily Real Estate Marketing Weekly Sphere Contacts Odyssey Logistics - Dunwoody, GA 2005 - 2011 Business Opportunity And Property Investment Broker • Account management of existing customers. • Strengthened efforts to expand, recruit and retain core industries and organizations in the City of Jacksonville through efficient project management. • Coordinated and worked with sales reps once an order was needed to ensure smooth sales process. • Oversee month-end close process for the Binders, O&P and Classic Paper business units. State Farm - Dunwoody, GA 1996 - 2005 Insurance Broker • Meet with customers for IFR appointments or needs-based review process to educate about insurance options. • Developed and maintained the new accounts. • Licensed 20-44, Personal Lines Agent and General Insurance designee. • Total Operations including Customer service feedback of front end operations and efficiency of back end operations. Skills: Real Estate, Customer Service, Communication, Brokerage, GRI, Health Care, Financial Statements, Insurance Companies, Customer Orders, Insurance Options Education: Pennsylvania State University - Main, PA 1987 - 1990 Bachelor's Degree Business


Benjamin Rogers Broker phone(600) 555-2260 addressAnnapolis, MD emailbrogers@example.com Experience 2020 - Present Broker Windermere Real Estate · Annapolis, MD • Arrange of real estate financing. • Coordinated all aspects of real estate sales and marketing for branch.Maintained successful individual real estate business averaging $10M+ annually. • Licensed Real Estate Broker earning Achiever's Club status first full year. • Key Results: * Provided the leadership and direction necessary to grow a professional real estate office. 2019 - 2020 Finance Advisor Creative Financial Staffing · Philadelphia, PA • Provided expert financial, business and personal planning to business owners, executives and professionals. • Created investment plans and recommended investment advice for individuals, businesses and non-profit organizations. • Assess customer's long term financial goals by asking the right questions. • Analyzed client financial needs through extensive assessment of individual investment profiles. • Respond to field offices inquiries concerning cash variances, electronic transactions and standard operating procedures. • Developed business leads resulting in acquisitions of more than $3.5 million in new assets. 2011 - 2019 Trader The PNC Financial Services Group · Philadelphia, PA • Traded both residential and commercial MBS for broker/dealer. • Executed plans within the context of the firm's risk management framework. Skills • Scheduling Appointments • Communication • Financial Advisor • Sales Contracts • Portfolio • LLC • Financial Goals • Financial Needs • Macro-Economic Trends • Institutional Clients Education 2008 - 2011 Bachelor's Degree Marketing Temple University · Philadelphia, PA


Rose Nichols Broker phone:(690) 555-4049 email:rnichols@example.com address:New York, NY Employment History Broker 2020 - Present Charles Schwab · New York, NY • Assisted in all stock, bond, option, and securities transactions. • Prepared internal quarterly and annual portfolio monitoring reports. • Educated clients on investments and financial markets. Bond Broker 2012 - 2020 Tullett Prebon Americas · Jersey City, NJ • Allocated and re-allocated funds within client's portfolio. • Top of class beta group for managed money quota sales platform for investment products and financial planning services. • Implemented travel and sales expenses reimbursement procedures. Mortgage Broker (Part-Time) 2006 - 2007 Umpqua Holdings · Bellingham, WA • Processed residential loan applications by reviewing documents, working loans and submitting files. • Licensed State of Michigan loan officer - NMLS • Utilized Calyx Point application in the processing of loan applications. Skills Loan Applications Powerpoint Communication Hedge Funds Borrowers Credit Reports Sub-Prime Bank Products Risk Management Ensure Compliance Education Bachelor's Degree Business 2004 - 2007 Western Washington University · Bellingham, WA

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List of broker skills to add to your resume

The most important skills for a broker resume and required skills for a broker to have include:

Brokerage
Financial Services
Insurance Products
Risk Management
Client Relationships
Real Estate Transactions
PowerPoint
Business Relationships
Medicaid
Strong Negotiation
Life Insurance
Market Trends
Business Development
Windows
Property Management
Websphere MQ

SQL
Due Diligence
LLC
Health Insurance
Medicare
Cold Calls
XML
Market Analysis
Financial Institutions
Corporate Risk
Market Research
Financial Products
MLS
Outbound Calls
Financial Statements
Equities

Client Accounts
Broker Services
Sales Process
Inbound Calls
FINRA
Annuities
Unix
Open Houses
Residential Real Estate
DB2
REO
Commercial Property
Customer Relations
Hedge Funds
AIX

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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