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Broker Consultant Jobs (NOW HIRING)

Teladoc

Manager, Broker Sales

Concord, NC · On-site +1

Develop new broker/consultant relationships to understand priorities and strategically devise a plan to identify new sales opportunities within a partner's overall book of business. * Manage ...

bswift

Consultant & Broker Relationship VP

We partner with employers, brokers, and consultants to deliver innovative solutions that drive engagement, efficiency, and better outcomes for employees. WHAT YOU'LL DO The Consultant Relations Vice ...

Andesa Services, Inc.

$120 - $170/hr

Broker Consultant; Director of Investment Consulting Andesa is the leading provider of policy and plan administration solutions in the Advanced Markets space, including policy transaction management ...

bswift

Consultant & Broker Relationship VP

We partner with employers, brokers, and consultants to deliver innovative solutions that drive engagement, efficiency, and better outcomes for employees. WHAT YOU'LL DO The Consultant Relations Vice ...

Island Marine Center

Brokerage Consultant

Jupiter, FL · On-site

The Broker Consultant will produce profit through the brokerage of used boats by demonstrating the scope, presence and professionalism of MarineMax in the boating industry. The Broker Professional ...

MarineMax

Brokerage Consultant

Palm Beach Gardens, FL · On-site

The Broker Consultant will produce profit through the brokerage of used boats by demonstrating the scope, presence and professionalism of MarineMax in the boating industry. The Broker Professional ...

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Broker Consultant information

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How much do broker consultant jobs pay per hour?

As of Aug 26, 2026, the average hourly pay for broker consultant in the United States is $41.55, according to ZipRecruiter salary data. Most workers in this role earn between $29.33 and $49.52 per hour, depending on experience, location, and employer.

What is a broker consultant?

Broker Consultants are professionals who act as intermediaries between clients and insurance companies or financial institutions. Their primary role is to provide expert advice to insurance brokers or financial advisors, helping them find the best products and solutions for their clients. Broker Consultants often have in-depth knowledge of financial products, market trends, and regulatory requirements. They may also assist with training, sales support, and building strong relationships between brokers and providers to enhance business growth.

What are the key skills and qualifications needed to thrive as a broker consultant?

To thrive as a Broker Consultant, you need a strong knowledge of financial products, sales strategies, and industry regulations, typically supported by a degree in finance or business and relevant certifications like FINRA Series 7 or equivalent. Familiarity with CRM systems, financial analysis tools, and insurance or investment platforms is crucial for managing client portfolios and transactions. Excellent interpersonal skills, persuasive communication, and problem-solving abilities help build trust and foster long-term client relationships. These skills ensure effective client guidance, regulatory compliance, and consistent business growth in a competitive financial services environment.

How does a broker consultant typically collaborate with insurance brokers and internal teams to meet client needs?

A Broker Consultant works closely with insurance brokers by providing product knowledge, training, and support to help them best serve their clients. They act as a liaison between brokers and the insurance company, facilitating communication and resolving issues efficiently. Internally, Broker Consultants often collaborate with underwriting, claims, and marketing teams to ensure that brokers receive accurate information and timely assistance. This collaborative approach helps build strong business relationships and supports brokers in achieving their sales targets.

What is the difference between Broker Consultant vs Insurance Agent?

AspectBroker ConsultantInsurance Agent
CredentialsLicenses for multiple insurers, certifications like CPCU or CICState-specific insurance licenses, often for specific policies
Work EnvironmentAdvises clients on various insurance options, often works independently or in consulting firmsWorks for insurance companies or agencies, selling policies directly to clients
Employer & Industry UsageUsed across insurance brokerage firms, consulting agencies, and independent practicesPrimarily employed by insurance companies and agencies

While both roles involve insurance sales and client advising, a Broker Consultant typically offers a broader range of options across multiple insurers and holds licenses for various companies. An Insurance Agent usually works for a single insurer or agency, focusing on selling specific policies. The roles differ mainly in scope, licensing, and employer settings.

What does a broker consultant do?

A broker consultant advises clients on insurance, financial products, or investments, helping them select suitable options based on their needs. They analyze client information, explain product features, and often work with insurance carriers or financial institutions to find the best solutions. Strong communication skills and industry certifications are typically required for this role.
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States with the most job openings for Broker Consultant jobs include:

What job categories do people searching Broker Consultant jobs look for?

The top searched job categories for Broker Consultant jobs are:

Broker Consultant jobs near you
Infographic showing various Broker Consultant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 89% Full Time, 6% Part Time, and 4% Contract. Highlights an 71% Physical, 3% Hybrid, and 26% Remote job distribution, with an average salary of $86,430 per year, or $41.6 per hour.

Broker Consultant I

Metairie, LA • On-site

USI Holdings Corporation
See more jobs at USI Holdings Corporationexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago

Job description

Description and Requirements
General Description: Manage a book of brokers and their business as assigned. Responsible for coordination of day-to-day customer service and supporting the broker-Emerson Rogers (ER) relationship. Act as a liaison between the insurance carrier and broker. Assist with training brokers and perform rate/renewal analysis. The Broker Consultant is encouraged to visit the top brokers on a regular schedule as directed by management.
Responsibilities:
  • Work with VIP brokers determined by the value of business and level of difficulty. Includes frequent contact and meetings with brokers.
  • Resolve day-to-day service issues for brokers and vendors. Assist with claims and billing problems.
  • Respond to carrier and/or broker specific questions. Ensure new business, renewals, and broker of record letters meet the requirements of the writing carrier.
  • Process plan changes submitted by account executives, broker consultants, and brokers. Includes policy changes, endorsements, and other requests.
  • Provide follow-up communication and approvals on plan changes and open enrollment issues.
  • Process new business applications. Ensure cases are installed quickly and accurately by the vendor.
  • Identify cross-selling opportunities for other lines of coverage.
  • Enter data into commission database.
  • Update client database on an ongoing basis. Create and maintain case files of critical client information based on implemented workflows.
  • Coordinate with team members to ensure service and turn-around times meet ER standards.
  • Develop and maintain strong working relationships with brokers, vendors, and internal staff.
  • Stay current with insurance regulations, carrier plan options, underwriting rules and other value add programs offered by Emerson Rogers.

Knowledge, Skills and Abilities:
  • 1+ years of experience working in a group health insurance setting preferred.
  • Bachelor's degree preferred.
  • Must hold Life & Health insurance license or obtain within three months from date of hire.
  • Familiarity with products, services, competitive offerings, market needs, industry trends, and claims procedures.
  • Basic understanding of alternate funding arrangements. Includes full and partially insured, minimum premium, and self-insured.
  • Ability to creatively and proactively problem-solve.
  • Strong organizational skills. Ability to set priorities and manage deadlines.
  • Strong verbal, written, and interpersonal communication skills. Includes ability to maintain relationships with brokers and carriers.
  • Ability to work independently and in a busy, team environment.
  • Working knowledge of Microsoft Office products, including Word, Excel, and PowerPoint.

#LI-EN1
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

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