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Account Broker Jobs in Raleigh, NC (NOW HIRING)

Stevens Food Service LLC

Be Seen First

Account Executive - Foodservice Consulting

Raleigh, NC · On-site

$60K - $70K/yr

Account Executives fully own their assigned client relationships. They are the main driver of sales ... Food service distribution and/or broker experience preferred (2+yrs). * The ideal candidate would ...

Stevens Food Service LLC

Be Seen First

Account Executive - Foodservice Consulting

Raleigh, NC · On-site

$60K - $70K/yr

Account Executives fully own their assigned client relationships. They are the main driver of sales ... Food service distribution and/or broker experience preferred (2+yrs). * The ideal candidate would ...

Amwins

Self-Funded Account Executive

Raleigh, NC · Hybrid

Join Our Team as an Ambitious Account Executive at Amwins Self-Funded! Are you driven and ready to ... sources (Sales, Broker support, carrier vendors, etc.). * Workload Prioritization : Plan ...

HUB

Commercial Lines Account Manager

Raleigh, NC

... brokers, providing a broad array of property, casualty, risk management, life and health, employee ... Health Savings Account funding * 401k matching program * Company paid Life and Short-Term ...

HUB

Commercial Lines Account Manager

Raleigh, NC

... brokers, providing a broad array of property, casualty, risk management, life and health, employee ... Health Savings Account funding * 401k matching program * Company paid Life and Short-Term ...

Kent Corporation

REGIONAL SALES MANAGER

Raleigh, NC · Remote

Assess opportunities within the accounts, prioritize and develop sales plan. * Coordinate plans and activities with the broker partners to drive sales results. Take the lead with the distributor ...

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Showing results 21-40

All JobsAccount Broker JobsAccount Broker Jobs in Raleigh, NC

Account Broker information

See Raleigh, NC salary details

$34.5K

$77.5K

$144.1K

How much do account broker jobs pay per year?

As of Aug 22, 2026, the average yearly pay for account broker in Raleigh, NC is $77,526.00, according to ZipRecruiter salary data. Most workers in this role earn between $53,500.00 and $103,000.00 per year, depending on experience, location, and employer.

What is an account broker?

Account brokers are professionals who act as intermediaries between clients and service providers, typically in the insurance or financial industries. They help clients find suitable products, negotiate terms, and manage accounts, ensuring that clients get the best possible deals and services. Account brokers often analyze client needs, present various options, and handle the paperwork and ongoing communication between all parties involved. Their expertise can save clients time and money while providing valuable guidance through complex processes.

What are the key skills and qualifications needed to thrive as an account broker, and why are they important?

To thrive as an Account Broker, you need strong analytical abilities, sales acumen, and a solid understanding of financial products, often supported by a relevant degree and industry licensing such as FINRA Series 7. Familiarity with CRM software, trading platforms, and compliance systems is typically required. Excellent interpersonal skills, negotiation, and the ability to build lasting client relationships set top performers apart. These skills ensure effective client management, regulatory compliance, and the achievement of business growth targets.

What are some typical challenges account brokers face when managing multiple client accounts?

Account Brokers often juggle several client portfolios simultaneously, which can present challenges in time management and prioritization. Balancing the unique needs and expectations of each client, especially during busy renewal periods or market fluctuations, requires strong organizational skills and attention to detail. Effective communication and relationship-building are essential to ensure clients feel informed and supported, even when workloads are high. Additionally, staying updated on industry trends and regulatory changes is crucial for providing accurate advice and maintaining compliance.

What is the difference between Account Broker vs Insurance Agent?

AspectAccount BrokerInsurance Agent
CredentialsLicenses vary by state, often requiring insurance licensesState-specific insurance licenses
Work EnvironmentWorks with clients to find suitable insurance solutions, often in brokerage firmsWorks directly with clients to sell insurance policies
Employer & IndustryInsurance brokerages, financial servicesInsurance companies, agencies
Search & Comparison IntentClients seeking tailored insurance solutions, brokers comparing policiesClients seeking specific insurance policies, agents selling policies

While both roles involve insurance, an Account Broker typically acts as an intermediary, comparing and negotiating policies for clients across multiple providers. An Insurance Agent usually sells policies directly from a single insurer. Understanding these differences helps clients choose the right professional for their insurance needs.

What are popular job titles related to Account Broker jobs in Raleigh, NC?

For Account Broker jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Account Broker jobs in Raleigh, NC look for?

The top searched job categories for Account Broker jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Account Broker jobs?

Cities near Raleigh, NC with the most Account Broker job openings:

Account Broker jobs near you

Registered Brokerage Service Assistant

First Citizens Bank

Raleigh, NC • On-site

Full-time

Medical, Life

Re-posted 19 days ago

First Citizens Bank rating

7.4

Company rating: 7.4 out of 10

Based on 106 frontline employees who took The Breakroom Quiz

106th of 171 rated banks

Job description

Overview
Build a meaningful career with First Citizens Bank, where we help individuals, families, and businesses achieve their financial goals. Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused on relationships, trust, and long-term impact.
This position provides operational and trading support to financial planning associates and clients. Facilitates high service standards by ensuring efficient daily operations. Answers client calls for operational inquiries or account requests. Responsible for compliance documentation and filing. Processes paperwork in an accurate, timely fashion. Maintains knowledge of the Bank's policies, procedures, and systems in order to resolve operational issues.
Responsibilities
  • Operations Support - Addresses operational client service questions and inquiries. Researches, resolves, and communicates updates to the appropriate parties. Assists with time-sensitive operational projects and deadlines. Ensures all unsolicited client trading requests are executed correctly and in a timely manner.
  • Account Servicing - Creates, maintains, and updates client accounts. Utilizes department systems to input account information such as money movement requests, cashier records, and other items. Identifies outstanding process needs or account actions and ensures all necessary documentation is present.
  • Documentation - Responsible for filing, completing, and maintaining department forms, including client paperwork. Assists in processing compliance files and sourcing information needed for daily activities.
  • Collaboration - Works closely with associates, management, clients, and business team in fulfilling daily requests and providing necessary information. Ensures outstanding items are appropriately followed-up and deadlines met in a team environment.

Qualifications
Bachelor's Degree and 1 year of experience in Financial Services or Brokerage industry OR High School Diploma or GED and 2 years of experience in Financial Services or Brokerage industry
License or Certification Type: Must have or obtain within 180 days all required licenses: Series 7, Series 63 & 65 or 66 as well as state-specific life, health, and long term care insurance licenses RequiredSkill(s): Experience in Financial Brokerage Operations in supporting client and advisors relationships
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

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