Example CV Template For a Broker

Using a CV Template when creating a CV for a Broker position is a helpful way of putting structure into your CV, and a great way to learn ideas; it is good practice to view several examples of CVs from your industry, so you can define what you would like to achieve.

Be careful when using a CV template because the content you include needs to be unique content, tailored to your experiences as a Broker and specifically, about your achievements. When creating your CV, a key tip is to carefully insert your personality, give an overview of your job responsibilities and share insights about your career that you are proud of.

Start with a unique personal statement tailored specifically to you. Focus on who you are, what your strengths are and share the traits that make you a standout candidate for jobs in the Banking and Insurance sector. In your CV, you need to address who you are, what you have to offer, what you are aiming for in your career and you need to let the reader understand the type of impact you will have in their company, should you be employed.

Sample CV Summary for a Broker

Working as a Broker, I managed various deals such as investments, real estate, or insurance within the finance and banking industries. As a Broker, I acted as a liaison between parties, creating and maintaining relationships, administering sales, and performing administrative tasks. As a Broker, I have knowledge of the products and services companies offer. My responsibilities included providing excellent customer service, closing deals, and processing documentation after completing the sales process. I found success as a Broker by having extensive sales experience and achieving outstanding customer service while also dealing with a high volume of calls and emails.

CV Example for a Broker's Experience

  • Negotiating deals with clients.
  • Building relationships with clients.
  • Closing deals.
  • Analysing data and market trends.
  • Processing sales transactions.
  • Demonstrating a solid understanding of the company’s products or services.
  • Networking to attract potential clients.

CV Tips for a Broker

  • Broker licence.
  • Multitask and experience with customer service.
  • Experience as a Broker in sales.
  • Proficiency in Microsoft Word and Excel.
  • Finance and Banking related qualifications.