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Broker Liaison Associate

We are always accepting resumes for Broker Liaison Associate to serve our clients across the country

Job Description

The Broker Liaison Associate acts as a crucial link between an organization and its network of brokers, ensuring seamless communication, support, and collaboration. This role is key in building strong relationships, facilitating broker transactions, and addressing inquiries to enhance broker satisfaction and performance. The associate is responsible for making sure brokers are well-equipped with the necessary tools, resources, and information to effectively market and sell the organization's products or services.

Specific responsibilities for the Broker Liaison Associate position include: 

  • Broker Support and Relationship Management: Provide ongoing support to brokers, addressing inquiries, resolving issues, and offering guidance to ensure their needs and expectations are met.

  • Training and Education: Organize and deliver training sessions for brokers on product offerings, sales techniques, and industry regulations to enhance their proficiency and sales effectiveness.

  • Communication and Updates: Serve as the primary point of contact for brokers, disseminating important updates, product changes, and procedural information to maintain informed and engaged broker networks.

  • Performance Monitoring: Track and analyze broker performance, identifying trends, opportunities for improvement, and recognizing high achievers to optimize the broker network's overall productivity.

  • Market Feedback Collection: Gather and relay broker feedback on products, services, and market conditions to the organization, contributing to strategic planning and product development.


  • A bachelor's degree in business, finance, marketing, or a related field is typically required.

  • Experience: Prior experience in a broker-facing role, customer service, or sales within the relevant industry is preferred, demonstrating a proven track record of managing relationships and supporting sales efforts.

  • Exceptional verbal and written communication abilities, with the aptitude to convey complex information clearly and persuasively to a variety of audiences.

  • Strong analytical and problem-solving skills, capable of interpreting performance data and market trends to make informed decisions.

  • Familiarity with industry-specific regulations and compliance standards is essential to ensure adherence and guide brokers effectively.

  • Competence in using CRM systems, data analysis tools, and standard office software to manage relationships, analyze performance, and facilitate communication.

Other Roles:

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