16 December 2018
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Associate Broker CV template

Maxine Curry
Dayjob Limited
The Big Peg
120 Vyse Street
Birmingham B18 6NF
England
T: 0044 121 638 0026
E: info@dayjob.com


PERSONAL SUMMARY

A self-motivated, coachable, tenacious and ambitious Associate Broker who possess the desire and ability to develop and maintain profitable relationships with everyone. Maxine is able to design and deliver solutions that manage risk, optimize benefits and result in win-win situations for everyone. She is someone who can maintain a positive work atmosphere by acting and communicating in a manner that facilitates positive relationships with customers, colleagues, and management. Her commitment to always following set procedures and practices outlined by the company means she will do everything by the book. Furthermore, you can rely on her to stay up-to-date on industry trends, company news and regulatory issues. Right now, she would like to join a company and be part of a team that genuinely cares about helping her to succeed.


CAREER HISTORY

ASSOCIATE BROKER - Start Date - Present
Employers name - Location 
Responsible for conducting research and working closely with two to three experienced investment analysts to help evaluate investment opportunities. 

Duties;

  • Making the broker aware of all problems, complaints, or deadlines.
  • Gathering information to assess and evaluate a client’s risks in the marketplace. 
  • Preparing submissions for markets.
  • Securing quotes for clients and colleagues.
  • Prospecting for new clients through telephone, mail, advertising, and broker relationships. 
  • Ensuring that quality and compliance procedures and processes are adhered to, meeting internal and external regulations.
  • Talking to clients on a regular basis. 
  • Developing, maintaining and cultivating excellent client and agent relationships.
  • Monitoring client accounts to ensure compliance with the company’s policies and procedures.
  • Assembling and reviewing data. 
  • Creating and maintaining a variety of computer spreadsheets and financial models.
  • Writing up internal presentations and summaries of investment meetings.
  • Finding and cultivating brokerage markets.
  • Taking part in client meetings. 


JOB TITLE - Start Date - End Date
Employers name - Location

JOB TITLE - Start Date - End Date
Employers name - Location


KEY SKILLS AND COMPETENCIES

Professional 

  • Developing new business through cold calling, networking, branding and social media. 
  • Can work under limited supervision and use own initiative and independent judgment to make decisions.
  • Responding quickly, courteously and professionally to all customers enquiries.
  • Seeing through highly complex issues and getting to the core of a problem. 
  • Prepares professional correspondence, letters, emails, memos and faxes.
  • Understanding of basic risk and insurance products and services.
  • Determining whether to accept, modify or decline a risk through the evaluation of key data. 
  • Strong math skills and an understanding of financial markets.


Personal

  • Strong desire to advance to the position of a Broker.
  • Relevant academic qualification or equivalent experience.
  • Good communication and interpersonal skills.
  • Willing to submit to a background investigation.


AREAS OF EXPERTISE

Market research
Risk placements
Managing relationships
Market trends
Business development
Hitting targets

 

ACADEMIC QUALIFICATIONS 

University name  -  Degree details               Study Dates
College name      -  Qualifications                Study Dates
School name       -  Subjects / Grades          Study Dates


REFERENCES 

Available on request.
 


 

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