Floor Broker Job Description Sample
Freight Broker - Truckload Broker - CSR
BCB Transport LLC, a successful trucking company located in Mansfield, TX is looking for a self-motivated and aggressive Freight Broker CSR to help expand its Brokerage Division. Previous experience helpful in the transportation industry with knowledge in negotiating freight rates with carriers. Excellent opportunity for advancement as well. Base salary with bonus incentives.
Commercial Real Estate Broker
TheSquareFoot is a next generation, web and mobile enabled commercial real estate brokerage serving the space needs of businesses across the country (a $30 billion/year industry). Our team combines deep industry expertise with the latest in technology to give clients a superlative experience. Our technology enables businesses to search and find the ideal space for their company, provides landlords and agents a place to show off their properties, and gives our brokers a guaranteed flow of new in-bound clients every month. We are looking to expand our real estate team. We’ve been busy changing the way businesses discover and secure their real estate since 2011 and now we’re looking for highly motivated and ambitious individuals with an entrepreneurial bug to join us. We take care of uncovering and providing qualified and educated clients so that you can focus on what you do best: closing the deal! $100K - $250K Requirements
Coordinate and accompany clients on available space tours
Collect floor plans and detailed pricing information from landlords to provide clients
Negotiate offer letters and facilitate the closing process on behalf of clients
Manage the client’s expectations throughout the entire process
Learn our unique customer experience process and help us continue to improve it
Work directly with our technical team to develop amazing new search and touring products
Must have the entrepreneurial bug and drive to take ownership of a new client experience + 2-3 years of real estate experience preferred but not required
Eager to rapidly build upon whatever industry knowledge you already possess
Passionate about building lasting relationships and offering exceptional service to your clients at each stage of their company growth
Credit Sweep Broker
We are seeking a Credit Sweep Broker to join our Dealerweb Session-Based Trading organization located in New York City. The successful candidate will be capable of understanding trade flow processes and the underlying systems used for automated trading. The position requires prior trade floor or brokerage experience. The individual will be expected to develop and maintain relationships with key trading personnel at Primary Dealer banks and other market making participants. Excellent communication skills, including a confident style supported by market credibility, and an ability to remain calm under pressure are essential as the role will involve dealing with periods of intense trading activity and demanding customers.
Build excellent relationships with dealers and provide relationship / market coverage as required.
Understand and monitor market volatility to maximize the most effective pricing.
Support trading activity and ensure that dealers have the necessary information to execute trades successfully.
Understand dealer trading strategy, requirements and behaviours and how these translate onto the platform.
Support trading activity and ensure that dealers have the necessary information to execute trades successfully.
Help educate dealer clients on how they could maximize usage of the Dealerweb Session-Based Trading.
Actively collate dealer feedback and share market information with appropriate internal teams;
Keep up to date with market developments and competitor intelligence to maintain competitive advantage.
Understand trade flow processes and the underlying systems used for automated trading’
Develop a thorough understanding of Dealerweb Session-Based Trading platform development processes and requirements working closely with the global technology teams to drive and coordinate product development. Essential Skills / Experience:
Experience in brokering in all aspects of the credit markets’ with a particular focus on Credit Sweep or similar session-based trading products.
Thorough understanding of electronic trading/e-commerce;
Preferred voice and electronic marketplaces experience.
Technical savvy; able to use trading technology comfortably;
Excellent communication and presentation skills;
Series 7 licensed;
Commitment to achieving high standards;
Team-player; effective communicator.
About the Company: Tradeweb Markets builds and operates many of the world’s most efficient financial marketplaces, providing market participants with greater transparency and efficiency in fixed income and derivatives. Focused on applying technology to enhance efficiency throughout the trade lifecycle, Tradeweb pioneered straight-through-processing in fixed income and now supports marketplaces for over 20 asset classes with electronic execution, processing, post-trade analysis and market data in an integrated workflow. Customers rely on Tradeweb to drive the evolution of fixed income and derivatives through flexible trading architecture and more efficient, transparent markets. Tradeweb values diversity of culture and thought and seeks talented, qualified employees in all its operations around the world regardless of race, gender, national origin, religion, sexual orientation, disability, age or any other protected classification under country or local law. Tradeweb Markets LLC ("Tradeweb") is proud to be an EEO Minorities/Females/Protected Veterans/Disabled/Affirmative Action Employee
Title:Credit Sweep Broker
Broker / Customer Sales Executive
Business To Business Logistics is growing. We are looking for an inside Sales associate. As an up and coming 3pl in the logistics industry you can get in on the ground floor of growth and be an integral part to the success of Business To Business Logistics. We will be offering a commission based compensation package to help bring you personal success. The more you personally contribute, the more you can earn. We will also support for your business so you can deliver your customers a one stop solution to their logistical needs.
Eligible employees should possess the following qualities
- Able to multi task in the handling of multiple clients with varying degrees of needs at all times.
- Strong communication skills both verbal and written.
- Multiple years of proven success in the broker/3pl industry.
- A portable book of clients to transition over for your continued management of their freight needs.
- Strong understanding of a TMS system, along with posting boards and Microsoft Office.
- The ability to stay in touch outside your normal office environment. (IE smart phones or tablets)
We look forward to speaking with you and hopefully making Business to Business Logistics your own home for 2014 and beyond.
Location: Virginia Beach, VA SUMMARY: The Sales Office Manager/Director manages the residential sales office in a professional manner which meets or exceeds profit goals and which reflects the philosophy, mission and policies of Howard Hanna. In order to be successful, the recruitment, training, motivation and retention of qualified sales agents is of primary importance while increasing the office’s market share. The overall mission of Howard Hanna Real Estate Services is to obtain listings on residential properties to be sold, to represent individuals who are looking to purchase residential properties, and to represent new home developments as sales agents.
DUTIES & RESPONSIBLITIES: * Recruits, motivates, trains and retains qualified and effective sales agents. A minimum number of new agents are required to join the sales team annually. This would be based on the company dollar required/lost to secure and grow net profit for the office annually.
Accountability for day-to-day operational decisions and the effective sales and administrative management of the office.
Achieves operating expense and profitability goals annually.
Maintains awareness of and sensitivity to the market in order to increase market share whenever possible.
Market Share - a minimum percentage is set annually
Training - conduct weekly training in the office, in addition to weekly sales meetings.
Oversees the correct use of all procedures within office and documents related to all transactions within jurisdiction.
Plans and implements advertising strategy for the office, by using the company provided advertising venues (i.e. Showcase of Homes, Open House Advertising, ad writing, newspaper advertising, etc.) * Oversees and manages the activities of sales office staff, which includes making decisions, when appropriate, regarding the hiring, training, evaluating, promoting, transferring, disciplining, rewarding and terminating of employees within the guidelines of the company’s policies and procedures. Maintains confidentiality with all matters.
Assists in achieving the goals of the other departments and divisions of the Howard Hanna companies.
Financial Services Capture rate goals established annually.
Corporate Development/Relocation is a resource of business for the office in referrals and utilizing relocation in creating new corporate contacts.
Education - Hanna University class designations or NAR designations to be achieved annually
Participates in community activities as is appropriate.
Attends manager meetings and other company sponsored events, as required.
Organizes, oversees and attends annual office Chow-Chow fundraiser for Children’s Free Care Fund.
Represents the company in a professional manner through appearance, attire, attitude and demeanor.
Performs other activities as assigned.
KNOWLEDGE, SKILLS & ABILITIES REQUIRED: * Ability to maintain a positive and professional attitude when interacting with sales associates, clients, employees, vendors and co-workers.
Must have ability to work within MS Office products; ability to create and work in MS Excel, Word, Outlook.
Ability to maintain a high-level of confidentiality when dealing with business and personnel issues.
High level of customer service skills required.
Must display superior judgment.
Exceptional communication and interpersonal skills required to communicate professionally, in oral and written fashion.
Must possess good judgment and problem solving skills.
Ability to work in a paperless environment; ability to utilize technology to enhance market performance and possess ability to learn new technology and Hanna-based tools.
Must have current Real Estate Broker’s License as well as proven experience in the real estate industry.
Prior management experience desired but not required.
High school diploma required; four-year college degree preferred.
Knowledge of budgeting important in order to achieve profitability budget forecasts to meet income and expense goals.
Ability to maintain skills required through internal training offered by the company or outside sources.
Through these efforts, the Corporate Culture as described in the Mission Statement and Vision Points will be manifested in the agents and the manager of the office. Please send resumes to email@example.com *
HowardHanna.com Hanna Holdings, Inc. affiliates and assigns are committed to providing equal employment opportunity to all employees and applicants for employment regardless of such factors as race, color, religion, sex, national origin, age, veteran's status or disability. The Company abides by all local, state and federal laws and regulations affecting the hiring of employees.
Naturals Broker Manager
Empowering a naturally healthy life – for our family and yours – for over 45 years. When Tom and Kate Chappell moved to Maine and started making natural personal care products, they were guided by two simple philosophies. • First, that it was possible to make effective personal care products that were free from artificial flavors, fragrances, sweeteners, colors and preservatives. • And second, that businesses should be good corporate citizens working to care for the planet and communities. These same philosophies guide us to this day. Tom’s of Maine products – including toothpaste, deodorant, mouthwash, bar soap, body wash, lotions and lip balms – are sold across the United States and Canada. And because we are so committed to giving back, we donate 10% of our profits to charitable organizations, and our employees can use 5% of their paid time volunteering for causes they are passionate about. Tom’s of Maine is a division of Colgate-Palmolive, a leading global consumer products company, tightly focused on Oral Care, Personal Care, Home Care and Pet Nutrition, with sales of products in more than 200 countries. To learn more about Tom’s of Maine and Colgate, please visit http://www.tomsofmaine.comandhttp://www.colgatepalmolive.com, or find us on LinkedIn, Facebook, Twitter, Instagram and YouTube. Location: Austin, Texas, United States Relocation Assistance Offered Within Region # 60325 Tom’s of Maine aspires to be an uncommonly good company. Our destiny is to become the trusted partner in natural care among consumers with whom we share common values. If the following aspects are important to you, Tom’s may provide the kind of opportunity you seek.
Healthy goodness — We make healthy and effective products using naturally derived ingredients with limited processing and no animal ingredients.
Environmental goodness — We strive to reduce our impact and leave the environment better than we found it.
Human goodness — We encourage the use of time and resources to help those who dedicate themselves to improving the lives of individuals and communities At Tom’s of Maine we care about our people. Attracting, developing, and retaining exceptional talent is a key organizational priority. To support employee development and job satisfaction, we offer enriching career opportunities and access to world class training and education programs. We encourage Tom’s people to expand their professional horizons while gaining a greater understanding of the world in which we live.As part of our commitment to our people, we are constantly strengthening our mentoring, training, benefits and work/life balance programs in an effort to ensure that all employees have access to professional and personal development opportunities. Description: The Naturals Agency Manager will be responsible for customer 5-P execution by setting objectives and measuring those objectives with our agency partners to drive volume, profitability and customer relations for Tom’s of Maine. Scope of Role:
Agency management at the account/headquarter level and retail specific objective for a defined group of accounts.
Communicate all Tom’s initiatives and strategies to enhance growth and business performance. Translate Tom’s objectives into specific account strategies.
Achieve share, volume and financial objectives through effective execution of Tom’s strategies and successful management of the agency partner
Account P&L responsibility and financial ownership through monthly disciplines and return on investment mindset.
Develop, optimize and execute account plans in accordance with strategies and objectives of Tom’s Customer Development organization.
Drive customer plans and customer collaboration through effective account and agency relationships and penetration.
Deliver on-going coaching & feedback to the Agency and deliver formal annual and mid performance reviews and serve as role model for Tom’s Managing With Respect values.
Utilize Broker and Tom’s Category Management resources/processes to positively impact the 5P’s and provide added-value to the customer.
Monthly disciplines managed: Customer reviews, Share Review, return on investment and Reconciliation.
Provide monthly communication and updates to the retail teams on customer retail / merchandising initiatives. Actively participate in retail meetings. Required qualifications:
5-7 years sales supervisory experience
2+ years Account Management and selling experience. Desired qualifications:
2+ years experience with Natural Channel retailers or experience selling Natural Products
2+ years Broker Management experience or on a leadership role in Broker Management.
2+ years utilizing syndicated data (Nielsen, IRI) and category management concepts Position will be based in Austin, TX Are you interested in working for Tom's of Maine? You can apply to work with us using this online application. Attach all relevant documents such as a cover letter and resume or CV. Applications received by e-mail are not considered in the selection process. Become part of our team. We look forward to your application. Equal Opportunity Employer Colgate is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, ethnicity, age, disability, veteran status, marital status, or any other characteristic protected by law.
Senior Tax Broker
Aon Strategic Advisors & Transaction Solutions (ASATS) Is Looking For a Senior Tax/Transition Liability Business Developer As part of an industry-leading team, you will help empower results for our clients by supporting the tax insurance efforts of our Transaction Solutions team across the United States. Your Impact as a Senior Tax/Transition Liability Business Developer Aon Transaction Solutions, the transaction liability insurance team of Aon Risk Solutions (the retail insurance brokerage operations business unit of Aon plc) is seeking candidates for the position of Senior Tax/Transition Liability Business Developer. ATS is the leading broker of tax insurance in the US and globally with a greater than 90% market share.
The tax team is part of ATS overall transaction liability business and is staffed by former practicing tax lawyers. Tax insurance is actively used to facilitate M&A; transactions, tax credit investments and as a corporate risk management tool. However, a huge opportunity exists to broaden the use of tax insurance, particularly in the Fortune 1000.
The ideal candidate will be entrepreneurial and highly motivated to enhance the growth of a growing business. The Senior Tax/Transition Liability Business Developer is a new position designed to assist Aon’s production staff and independently drive increased use of tax insurance with existing Aon clients and prospects and prospects new to Aon. Ideal candidates will have client facing experience selling tax-related services or products, for example for the Big 4, or selling tax advantaged investments, e.g., for a tax credit syndicator, to sophisticated corporate and institutional clients in the Fortune 1000 and similar organizations.
Candidates should have a general understanding of the tax law and the tax ramifications of business transactions and should be able to have an introductory conversation about a tax issue facing a client. The position will have a national reach and there is some flexibility in where the candidate can be based. Ideally, it would be New York where the Aon tax team is primarily located or another city where ATS has team members. . Given the national reach, it is anticipated that the position will involve significant travel. The position will have dual reporting to ASATS sales team and ATS tax insurance practice.
* Supporting the production efforts of Aon’s US retail producers and the ATS tax team
Outreach to the Fortune 1000 and other prospects to introduce them to the ATS tax team
Attendance at important tax related conferences around the United States to promote Aon’s tax insurance team
Coordination with the ASATS marketing department and the ATS tax brokers and leadership in conjunction with keeping the team’s materials up to date and identifying live and internet based speaking opportunities
You Bring Knowledge and ExpertiseSkills/Experience * Accounting or business degree with a focus on tax from an accredited college
Graduate tax related degree is a plus * 10 years of relevant work experience client facing experience selling tax-related services or products or tax advantaged investments to sophisticated corporate and institutional clients in the Fortune 1000 and similar organizations
Excellent verbal and written communication skills
High level of self-direction and sound judgment
Good working knowledge of PowerPoint, Excel, Salesforce, etc.
We offer you A competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.
Our Colleague Experience: From helping clients gain access to capital after natural disasters, to creating access to health care and retirement for millions, Aon colleagues empower results for our clients, communities, and each other every day. They make a difference, work with the best, own their potential, and value one another.
This is the Aon Colleague Experience, defining what it means to work at Aon and realizing our vision of empowering human and economic possibility. To learn more visit Aon Colleague Experience.
About Aon: Aon plc (NYSE:AON) is the leading global provider of risk management, insurance and reinsurance brokerage, and human resources solutions and outsourcing services. Our more than 72,000 colleagues worldwide empower results for clients in over 120 countries with innovative and effective risk and people solutions and through industry-leading global resources and technical expertise.
To learn more visit aon.com. By applying for a position with Aon, you understand that, should you be made an offer, it will be contingent on your undergoing and successfully completing a background check consistent with Aon's employment policies. Background checks may include some or all of the following based on the nature of the position:
SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, fingerprint verification, credit check, and/or drug test. You will be notified during the hiring process which checks are required by the position. Aon provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, or domestic partner status. Aon is committed to a diverse workforce and is an affirmative action employer.
DISCLAIMER: Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. 1/12/2018 13:28:48 Job number: 2425134 Category: Sales & Business Development
- Location:* United States, CA, San Francisco
Broker Sales Representative
Job Description: We are hiring a
Broker Sales Representative to join our team. This role requires at least (2) years of generating sales of insurance products through existing agents/brokers and by developing relationships with new clients.
Compensation and Benefits: Base plus commission model Full Health, Dental and Vision options including HSA and FSA Short Term and Long Term Disability, AD&D; National fitness club membership discounts Wellness program for discounted monthly insurance premiums and other benefit rewards 401k with employer matching Home and auto insurance discounts Continuing education reimbursement Travel assistance plans, supplemental plans LT/ST, Life insurance, Legal assistance, Advocacy plans Employee appreciation events
The Broker Sales Representative markets and generates sales of insurance products through existing agents/brokers and by developing relationships with new clients including:
Represents Company services in a positive and professional manner to ensure continued sales and Company growth by developing positive business relationships with agents/brokers.
Maintains a good understanding of the Company’s products and processes and how agents/brokers interact with these products and processes.
Develops increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to agents/brokers.
Works in tandem with Broker Sales Executive and Sr. Broker Sales Executives to effectively service agents/brokers and to encourage them to place their clients’ business with the Company by:
Providing information on carrier administrative procedures and product availability, and direction in selection of appropriate group products.
Placing outbound sales calls to Brokers; following up for proposals as well as placing Broker recruitment calls to secure new relationships.
Conducting group seminars/webinars to further educate our Customer base on the services we provide.
Providing routine follow-up in coordination with BSE on quoting activity associated with assigned sales team.
Providing assistance to agents/brokers in obtaining sales materials and supplies, including creating enrollment kits upon request.
Conducting regular in-office and occasional on-site follow-up calls with brokers and prospective agents/brokers to market Company services.
Listening to agents/brokers ideas, resolving conflicts, solving problems, and providing feedback to Company management. * 15 to 20% face-time with Brokers in coordination with assigned BSE.
Actively participates in team meetings, providing input to contribute to the team’s overall success in achieving customer satisfaction.
Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling and the ability to lift up to 25lbs. Required Skills
Understanding of insurance products preferably attained through working in an insurance marketing or selling program.
Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in Internet Explorer.
Communicate with all levels of internal and external personnel, both verbally and in writing.
Read and comprehend carrier plan features, benefits and underwriting guidelines, and Company guidelines.
Develop and maintain good working relationships.
Provide positive customer service.
Analyze and resolve problems to assist agents/brokers in presenting the best solution to prospective clients.
Determine when issues need to be escalated to a higher level.
Work in and contribute to a positive team environment.
Manage multiple responsibilities simultaneously. Required Experience
Associates degree preferred, along with a minimum of two (2) years experience in a related selling or telemarketing environment.
Good knowledge of carrier plan features, benefits, and underwriting guidelines
Insurance Producer’s License preferred.
About BenefitMall: BenefitMall is a national provider of employee benefits, payroll, HR and employer services. Through our network of more than 20,000 trusted advisors, we enable small and medium sized businesses easy access to affordable, quality workforce products and services. We offer our employees the opportunity for career growth and earning potential by maximizing their talents and contributions to the organization. Tracking Code: 2606-194 Job Location: Towson, Maryland, United States
- Position Type:* Full-Time/Regular
Accountant - Broker Dealer
The Accountant resides in the Wealth Management business and is responsible for accurate investment operations, accounting, and reporting functions for the CNB's broker-dealer subsidiary, City National Securities, Inc. (CNS). Participate in month-end close activities including journal entries, account reconciliations and schedule preparation. Responsible for Wealth Management cash and inventory management.
Provide assistance with internal and external audits, ad-hoc reporting, projects and other department process improvements to increase efficiency. Ensure accuracy and timely settlement of funds on a daily basis. Requirements ~*Bachelor's Degree. ~*Minimum 4 years experience of general accounting. ~Broker-Dealer accounting experience preferred. ~Must be detail oriented and consistently accurate. ~Strong accounting knowledge required in order to reconcile, review and account for all broker-dealer activities and transactions. ~Must understand fixed income, mutual funds and equity securities. ~Able to understand, operate and interpret computer financial reports. ~Proficient in Microsoft Word and Excel. ~Must have good verbal and written communication skills to interact with third parties and other departments within CNB. *Represents basic qualifications for the position.
To be considered for this position you must at least meet the basic qualifications. City National Bank is an Equal Opportunity Employer -- Minorities/Females/Individuals with Disabilities/Veterans. Note: This preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification.
It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Note: Candidates should be advised that City National Bank does not pay interviewee travel expenses or relocation expenses for candidates who are hired unless previously agreed. *LI-SW1 Equal Opportunity Employer Minorities/Women/Protected Veterans/DisabledFinance/Accounting
Business Operations Analyst 3 - Broker Dealer
Defines and performs systems analysis and development tasks to improve workflow and operating efficiency. Makes recommendations to standardize procedures and processes and to introduce new technology or improve existing technology. Analyzes costs of existing operations and prepares a cost/benefit analysis of recommended changes.
Bachelor's degree, or equivalent work experience
Three to five years of experience in operations/technology project management activities Preferred Skills/Experience
General knowledge of policies, plans, procedures, products and regulatory requirements for assigned business unit
Ability to conduct an analysis of a business need, including scheduling meetings, planning agendas and conferring with business line leaders
Thorough understanding of project management and testing methodology and procedures
Ability to develop test schedules, review testing plans, track test issues and report on test results
Strong analytical and forecasting skills
Ability to manage multiple tasks/projects and deadlines simultaneously
Ability to work as part of a project team
Excellent verbal and written presentation and communication skills
Excellent computer skills, especially Microsoft Office applications
Business Ops Analysis
Primary Location: Minnesota-MN-Saint Paul
Average Hours Per Week: 40
Requisition ID: 180003430 U.S. Bank is an Equal Opportunity Employer committed to creating a diverse workforce.
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