5 Broker Resume Examples & Guide for 2023

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5 Broker Resume Examples & Guide...

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Top Broker sections that make the best resume

  • Header
  • Professional summary
  • Experience (with numbers & results)
  • Relevant skills
  • Education
  • Certifications

How to craft the perfect Broker resume experience section

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Broker Resume Experience: Checklist
  • Use either chronological or reverse-chronological format when listing your previous jobs;
  • Mention only relevant positions that add value to your resume;
  • Briefly state the challenges you’ve faced and how you’ve overcome them;
  • Highlight the results from your efforts (for bonus points, add numbers, percentage rates, etc.);
  • Forget about buzzwords! Use power verbs instead.

To illustrate it more clearly, we’ve collected some of the best experience section examples from real Broker resumes. Check them out below!

Work Experience
Associate Broker
ABC Insurance Agency
01/2019 12/2021
  • Developed relationships with 15 new insurance carriers, increasing carrier options for clients
  • Negotiated with underwriters to secure the best possible quotes, resulting in a 15% increase in policy sales
  • Implemented a new information management system, reducing quote turnaround time by 30%
  • Delivered accurate quotes that met or exceeded client requests 95% of the time
Work Experience
Assistant Broker
XYZ Insurance Brokers
06/2017 12/2018
  • Assisted in delivering accurate quotes that met or exceeded client requests 90% of the time
  • Maintained relationships with 10 key underwriters, resulting in more favorable terms and conditions for clients
  • Improved internal information management systems, resulting in a 25% reduction in time spent on administrative tasks
Work Experience
Senior Broker
ABC Investment Bank
01/2019 present
  • Increased client portfolio value by 25% through market analysis and proactive investment recommendations.
  • Implemented new research tools that reduced research time by 50% and improved the accuracy of investment decisions.
  • Negotiated lower trading fees with major exchanges, resulting in a 15% reduction in transaction costs for clients.
  • Developed a customized reporting system that improved client satisfaction and increased client retention by 20%.
Work Experience
Equity Broker
XYZ Investment Group
06/2015 12/2018
  • Achieved an annual client retention rate of 95% by developing strong client relationships and delivering consistent returns.
  • Managed client portfolios with an average value of $5 million and consistently outperformed the S&P 500 index.
  • Provided research and investment recommendations that resulted in an average return of 12% per annum.
  • Implemented new portfolio management software that improved efficiency by 30% and reduced error rates by 20%.
Work Experience
Associate Broker
Founder Shield
01/2020 Present
  • Developed relationships with various insurance carriers resulting in increased carrier options for clients.
  • Negotiated with underwriters for the best possible quotes resulting in cost savings for clients.
  • Facilitated the policy marketing, quoting, and underwriting process resulting in efficient policy issuance.
Work Experience
ABC Insurance
06/2018 12/2019
  • Developed a streamlined process for reviewing clients' risk profiles resulting in increased efficiency and accuracy.
  • Created customized insurance solutions for clients resulting in increased client retention.
  • Managed a portfolio of 50+ clients resulting in a 90% retention rate.
Work Experience
Risk Analyst
XYZ Bank
01/2017 05/2018
  • Conducted risk assessments on various business units resulting in identification of potential risks.
  • Provided recommendations to senior management for mitigating identified risks resulting in improved risk management.
  • Assisted in the development of risk management policies and procedures resulting in increased efficiency and effectiveness.
pro tip icon

Make sure to relate your experience to your job description, but never lie. That’s not tolerated and will show up in the face-to-face interview later on.

Action Verbs for your Broker Resume

Action or power verbs add depth to your experience. They also help you prove that you’ve taken charge of things in the past and are great at problem-solving and decision-making. Use them instead of buzzwords to make your [Job Title] resume the center of attention!

Broker Resume: The Skills Section!

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Checklist for your Broker skills section:
  • Include all relevant skills from the job description to pass ATS;
  • Focus on skills that show your expertise;
  • List your technical skills in a clear and concise manner;
  • Leave room for transferable skills related to teamwork, communication, negotiation, and conflict management.
Top skills for your broker resume

Financial analysis

Market research

Risk management

Sales techniques

Investment strategy

Data analysis

Contract negotiation


Portfolio management

Customer service







Time management



Critical thinking

Attention to detail

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When describing your experience, don’t go too far from its terminology. Recruiters use ATS systems to filter resumes based on them having certain keywords, so make sure you use at least a few keywords mentioned in the job description.

what to write in your resume header
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Impressive Broker resume summary checklist:
  • Point out the achievements that make you a valuable applicant;
  • Mention the total years of experience you have;
  • Highlight the things you believe make you the best fit for the position;
  • Keep it short: aim at having no more than 3-5 sentences.
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Resume summary formula:
Resume Summary Formula: [Adjective] [job title] with [number] years of experience in [industry], a proven ability to [relevant, measurable skills], and a strong background in [relevant context of your work experience] seeks a position as [the job title you’re applying for].
pro tip icon

Your summary section should act as a professional taster. Use it wisely. Effectively convey your professional profile and let the hiring manager know that if they hire you, they won’t be disappointed. Make sure to include keywords from the job description too! Elaborate on your abilities further in your experience section. Again, cater to the job description.

Drafting a Job-winning Broker Resume

When drafting your resume, you can choose between three well-known formats:

Which format you decide to go for depends on two things: your personal preference and how experienced you are.

The reverse-chronological format is ideal for both really experienced people and those who joined the workforce just a couple of years ago. It’s also great if your experience combines different industries and jobs. Here, your most recent position comes at the top of your resume.

The functional skills-based resume format, on the other hand, is ideal for recent graduates or people who have no work experience whatsoever. It’s built around your skills, interests, and expertise. Ultimately, its goal is to show recruiters your biggest strengths and practical skills.

Combination resumes (also known as hybrid resumes) are great for all types of candidates – be they graduates, experienced professionals, or brave career changers. They usually follow a double-column format – one side focuses on your experience, while the other emphasizes your education, skills, interests, and accomplishments.

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