Role Overview
The Associate Broker supports Producing Brokers in driving new business opportunities, managing client relationships, and expanding revenue across multiple product lines. This is an entry-level, sales-focused role designed for individuals looking to build a career in brokerage, sales, or financial/insurance services. The position combines lead generation, client engagement, and cross-selling support, while providing exposure to the full sales lifecycle.
Key Responsibilities
- Identify and research prospective clients through market analysis, networking, and outreach
- Generate qualified leads via cold calling, email, and social selling
- Maintain accurate CRM records and support targeted business development campaigns
- Support Producing Brokers with client meetings, pitches, and presentations
- Assist in preparing proposals, quotes, and marketing materials
- Participate in meetings, track follow-ups, and coordinate cross-product introductions
Cross-Selling & Business Development
- Identify opportunities to expand services within existing clients
- Collaborate with internal teams to deliver multi-line solutions aligned to client needs
Relationship Management
- Build and maintain strong client relationships
- Act as a key contact for inquiries and ensure responsive, professional communication
Market Research & Insights
- Monitor market trends, competitor activity, and industry developments
- Provide insights to support strategic sales decisions and identify new growth areas
- Meet activity targets and maintain accurate records of sales activity
- Develop strong product knowledge across all offerings
- Collaborate cross-functionally and support sales administration and execution
- Uphold company values, compliance, and regulatory standards
Skills & Qualifications
- Bachelor’s degree or equivalent experience (preferred but not always required)
- Strong communication and interpersonal skills
- Highly motivated with a results-driven mindset
- Ability to manage multiple tasks and prioritise effectively
- Comfortable with outreach, networking, and client-facing activities
- Basic understanding of sales principles and customer relationship management
- Proficiency in Microsoft Office and CRM systems
- Resilience and persistence
- Relationship-building skills
- Team collaboration
- Adaptability and willingness to learn
This role provides a clear pathway toward becoming a Producing Broker, with opportunities to take on increasing responsibility in client management, revenue generation, and independent deal execution.
Performance Metrics
- Lead generation volume and quality
- Conversion rates from prospect to client
- Contribution to revenue and cross-selling success
- Activity levels (calls, meetings, outreach)
- Client satisfaction and retention support
Uncapped earnings potential with commissions payable quarterly.
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