Broker Sales Resume Sample

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Odessa Schinner
5584 Heller Oval,  Dallas, TX
+1 (555) 228 8996

Work Experience

Regional Mgr-broker / Sales Agcy
12/2015 - PRESENT
Los Angeles, CA
  • Work collaboratively with both NRG REPs and non-NRG REPs to obtain the best value for the customer regardless of the REP’s affiliation
  • Maintain knowledge of State and Federal Waste Codes and regulations
  • Develop and use effective customer service skills
  • Develop effective communication skills and leadership abilities
  • Develop and maintain technical understanding of all Site and Technical Service Lines of Business
  • Create a performance culture that aligns with the overall TD brand and risk appetite
  • Develop and implement a transparent set of key sales disciplines and measurement criteria
  • Develop a discipline of coaching to ensure individual and team success
  • Encourage personal development that aligns with PDP
Broker Sales Professional
10/2012 - 09/2015
Boston, MA
  • Positive, Tenacious, resilient
  • Accurately scope out the time and resources needed to accomplish sales targets / goals for the FMO channel
  • Plan, prepare, and execute market agent / agency training (national product, new agent orientation, manage local market touch points / distribution centers)
  • Establish tactical and operational goals that facilitate the company's strategy implementation for the FMO Channel in conjunction with the Captive Channel Leadership group
  • Provide the highest levels of broker service, striving for first contact resolution, responding within given timelines
  • Monitor central team inbox and report on work levels and control work flow
  • Respond within the time commitment given to enquiries regarding broker enquiries and perform necessary action as required,
  • Build relationships with internal departments to ensure all resources are utilized to the benefit of the broker
  • Conducts monthly agent/broker webinar training sessions to maximize exposure to agent community
Summer Intern, Broker Sales
08/2009 - 04/2012
Boston, MA
  • Gaining a full understanding of potential clients’ business, solicit new business using persuasive selling techniques (personal appointments, phone, mail, and email) to meet sales objectives and grow revenues and profits
  • Support the team with The Nature’s Bounty Co. systems (TIM) and with customers systems (ie: MPULSE, pricing system, etc.)
  • Work in partnership with Divisional Vice President to refine processes to maximize volume and revenue while increasing the team’s efficiency while retaining and growing the customer market share
  • Working with some of the existing sales team, including the senior team, providing support on challenges and initiatives and problem solving
  • Working with trading to win more business by following up the quote work we’re doing and finding ways to win at a case level
  • Developing internal and external networks
  • Taking ownership in organising regional broker events, presenting and thinking creatively about next steps
  • Taking ownership of a panel of brokers and looking to develop business across all verticals
  • Progress towards professional qualifications a positive but not essential – key is the right person


Keiser University - Daytona Beach Campus
2005 - 2009
Mba's Degree in Business

Professional Skills

  • Strong computer skills including MS Office, Excel, PowerPoint, Quick thinking, quick learning with a strong work ethic
  • Excellent telephone communication and sales skills
  • Good analytical/problem solving skills,
  • Highly organized with experience in prioritizing and time management
  • Strong consultative selling experience required
  • Prioritize & manage multiple priorities & deadlines
  • Over 10 years’ of solid experience Group Life & Health, preferably with pension experience, with at least 3- 5years in the management role

How to write Broker Sales Resume

Broker Sales role is responsible for events, general, retail, credit, training, database, trading, planning, insurance, travel.
To write great resume for broker sales job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Broker Sales Resume

The section contact information is important in your broker sales resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Broker Sales Resume

The section work experience is an essential part of your broker sales resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous broker sales responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular broker sales position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Broker Sales resume experience can include:

  • Maintains a strong field presence and builds relationships within the healthcare industry
  • Typically requires 1-2 years of experience in healthcare
  • Experience in / Knowledge of the insurance or related field, preferably managed care and / or Medicare
  • Experience within the Medicare industry. Health insurance background required
  • Effective leader with the ability to motivate a team and persuade community leaders, and prospective buyers alike
  • Previous CRM experience required,

Education on a Broker Sales Resume

Make sure to make education a priority on your broker sales resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your broker sales experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Broker Sales Resume

When listing skills on your broker sales resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical broker sales skills:

  • Confidence and creditability with highly developed communication skills
  • Experience of building and communicating a compelling strategy for area
  • Demonstrates an understanding of customers and their underlying needs
  • Promotes a strong customer-focused culture, treating both brokers and end customers as critical stakeholders
  • Previous experience working with Brokers independently
  • Good knowledge of carrier plan features, benefits, and underwriting guidelines

List of Typical Skills For a Broker Sales Resume


Skills For Regional Mgr-broker / Sales Agcy Resume

  • Experience in and/or managing sales agents, leads, marketing resources, etc. across multiple channels (employed, independent / captive, brokers, telesales)
  • Strong knowledge and understanding of the CMS Marketing Guidelines
  • Exceptional energy and strong customer focus
  • Interest or experience in sales an asset
  • Understanding of insurance products preferably attained through working in an insurance marketing or selling program
  • Sales related Marketing support including recommendations to sales leader for Broker marketing materials
  • Manage the onboarding and, where appropriate, off-boarding of TPI’s
  • Basic understanding of the BSC sales process from prospecting to ID card generation
  • Personal drive dealing with strategic and operational challenges in a fast-moving environment

Skills For Essential Plan Broker Sales Manager Resume

  • Manage relationship of Brokers and Agencies in meeting and achieving sales operational and retention goals
  • Work ongoing events through either assigning or through individual accountability
  • Maintains an in-depth understanding of the Company’s products and processes and how agents/brokers interact with these products and processes
  • Accurately and efficiently processing agent’s requests for quotations and proposals
  • Actively participates in team meetings, providing input to contribute to the team’s overall success
  • Communicate with all levels of internal and external personnel, both verbally and in writing

Skills For M & R Broker Sales Director Resume

  • Cold calling in the field required
  • Is life licensed or willing to become life licensed
  • Basic knowledge of BSC products and services (including Ancillary)
  • Cultivate deep and long lasting relationships, internally and externally
  • Builds trust by disclosing accurate and relevant information through timely and concise communications
  • Clear understanding of Aviva strategy
  • Microsoft Office Suite including PowerPoint and Excel
  • Maintain a Sales Training Program for Brokers

Skills For Broker Sales Executive Resume

  • Conduct Regular Competitor Analysis in assigned territories through strength, weakness, opportunities and threats planning
  • Life Agent’s License is required
  • Fast-paced professional office environment
  • Proficiency with Excel, Word, Power Point, Lotus Notes. Knowledge of SalesForce and CRMs helpful
  • Very comfortable with Excel – PowerPoint
  • Basic knowledge of health care benefit plans and contracts
  • Knowledge of BSC on-line system capabilities

Skills For Regional Sales Manager, Broker Sales Resume

  • Work with multiple groups, to produce positive results for customers and the company
  • Work well in cross functional teams
  • Consistently delivers results with energy, drive, and integrity
  • Acts with the utmost professionalism at all times
  • Acknowledges problems and responds with appropriate urgency
  • Great communicator, listener, and ability to deliver on time
  • Ales / business development experience in a direct to consumer / retail environment with demonstrated ability to consistently achieve assigned sales / growth targets

Skills For Production Support Manager, Broker Sales Resume

  • Experience managing individual sales representatives responsible for selling a portfolio of products via a needs / solutions based sales approach, including cross sell, up sell, product migrations
  • Travel 50% of the time across assigned market(s)
  • Self starter who is detail driven and oriented
  • Mental Agility and Decisiveness
  • Knowledge of Regulation, Agency and Compliance

Skills For Account Manager, Broker Sales Resume

  • Independent but able to work within a team
  • Life, Accident/Health Agent License Required
  • Develops and implements sales strategies with home office senior management and agents/brokers to increase Medicare Advantage sales in the territory
  • Conducts one on one consultative meetings with Brokers to advise on CPCT product, brand value
  • Support creation and own management of Policies and Procedures for Field Sales Organization
  • Development and implementation of sales operational tactics on a monthly and quarterly basis

Skills For Mortgage Broker Sales Support Specialist Resume

  • Maintain 100% no-fault compliance
  • Train team on new updates related to CMS changes
  • Build relationships with contracted providers and key centers of influence in geographical assigned areas
  • Know and understand Medicare market dynamics and changes
  • Share best practices with tele-sales and other peer groups
  • Health/Life Agent’s License is required
  • Initiative and Innovation
  • Proficient at data-entry

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