Broker Sales Cover Letter

Please consider me for the broker sales opportunity. I am including my resume that lists my qualifications and experience.

Previously, I was responsible for external Wholesaling/Marketing services to a specified territory of Independent Agents and Brokers’ by promoting Personal Lines Property and Casualty Insurance, Life, and General Agency products.

Please consider my experience and qualifications for this position:

• Health, Accident and Life Insurance license along with conducting necessary continuing education to maintain active license
• Drive key business and strategic initiatives for the franchise
• Support growth initiatives and implementation of revenue strategies
• Proactively and on request provide strategic analyses to facilitate business progression
• Build effective relationships and work closely with the business head and the management team
• Flexibility to travel to other cities to visit branch clients independently in the future
• The experience of client interface and KYC in other LOBs and / or other financial institution(s) is desirable
• Coordinate due diligence process for TS Clients and transactions

I submit this application to express my sincere interest in the broker sales position.

In my previous role, I was responsible for agents and field personnel with underwriting status and guidelines of currently sold products.

My experience is an excellent fit for the list of requirements in this job:

• Transition brokers to a designated in-field Regional Sales Manager, once volumes have reached critical juncture
• Excellent in inter-personal skills and presentation skills
• Works in a team environment at appropriate times
• Able to think flexibly and learns fast
• Good time management, organization and planning skills
• Interest in treasury services business with basic understanding of fund transfer knowledge such as SWIFT, RTGS, ACH
• Strong risk and control awareness on regulations especially related to Anti-Terrorism Financing and Anti-Money Laundry
• Flexibility to travel to visit domestic/overseas clients independently and frequently

In response to your job posting for broker sales, I am including this letter and my resume for your review.

In the previous role, I was responsible for leadership, mentoring and direction to brokers, associate brokers and other colleagues in the development of their broking knowledge and transaction expertise.

Please consider my qualifications and experience:

• Participate in bankers’ regional meetings to proactively identify areas to add value and potential roadblocks that need to be addressed
• Previous experience with the TS business would be advantageous
• Strong B2B sales and Relationship management Experience would be preferred but not essential
• Report generation and analysis in support of sales commission inquiries
• Enter sales history adjustments related to sales commissions
• Perform broker sales commission audits
• Monitor daily error log
• Month end responsibilities as assigned

I am excited to be applying for the position of broker sales. Please accept this letter and the attached resume as my interest in this position.

In my previous role, I was responsible for a high level of customer service and assistance to PNP brokers and clients, FSG personnel and ARS local service teams across the country.

Please consider my experience and qualifications for this position:

• May support our trade promotions team on various sales promotional functions
• Highly motivated self-starting individual who can work independently and as part of a team
• Strong knowledge of Excel with general working knowledge of Word and PowerPoint
• The Manager, Inside Sales, uses a disciplined approach to a rigorous and transparent sales management process, which includes planned sales activities, coaching and regular ongoing documented summaries and tracking
• Proactive and reactive approach to brokerage firm offices and their brokers, by making planned out-bound sales calls to source new sales opportunities, troubleshooting incoming inquiries as a subject matter expert, for the purpose of achieving agreed upon mortgage referral business results
• Database management and regular email communication containing current industry knowledge, product and policy updates, pricing modifications and any other time / industry sensitive information
• Conduct regular webinars with new and existing brokers on a regular set schedule, covering a range of content
• Prepare a Marketing Sales Plan, including annual and quarterly goals, and volume forecasting

Please consider me for the broker sales opportunity. I am including my resume that lists my qualifications and experience.

In my previous role, I was responsible for high quality on-line and telephone assistance to all customers- Member, Small Groups, Commercial Brokers and Medicare Brokers.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Fluent in English, Mandarin and Taiwanese
• Broad asset management, financial services, or intermediary channel experience preferred
• The Regional Sales Manager uses a disciplined approach to a rigorous and transparent sales management process, which includes planned sales activities, coaching and regular ongoing documented summaries and tracking
• Proactive and reactive approach to brokerage firm offices and their brokers, by making planned and reoccurring out-bound "coaching" calls to high-value relationships, troubleshooting incoming inquiries as a subject matter expert, for the purpose of achieving agreed upon mortgage referral business results
• Dynamically manage the top 60 list on an ongoing basis
• Attend and participate in broker related industry events
• Provide industry competitive analysis, including pricing, products and programs to the Senior Regional Manager
• Experience in broker-dealer operation and securities processing