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Entry Level Brokerage Jobs in Georgia (NOW HIRING)

Internship, coursework, or prior experience in insurance, brokerage, sales support, client service ... FUNCTIONAL SKILLS * Entry-level, foundational knowledge of insurance products, risk concepts, and ...

Internship, coursework, or prior experience in insurance, brokerage, sales support, client service ... FUNCTIONAL SKILLS * Entry-level, foundational knowledge of insurance products, risk concepts, and ...

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Entry Level Brokerage information

What is an entry level brokerage job?

Entry level brokerage jobs are positions within financial firms or brokerages that are designed for individuals starting their careers in finance. These roles often involve assisting clients with opening accounts, processing transactions, and providing support to more senior brokers or advisors. Typical titles include brokerage assistant, junior broker, or client service representative. They provide on-the-job training and exposure to financial markets, regulations, and investment products, serving as a stepping stone to more advanced roles in finance.

What are the key skills and qualifications needed to thrive as an entry level brokerage associate?

To excel as an Entry Level Brokerage Associate, you need a solid understanding of financial markets, basic investment principles, and typically a bachelor's degree in finance or a related field. Familiarity with trading platforms, financial analysis software, and securities licensing such as the FINRA Series 7 or SIE is often required. Strong communication, attention to detail, and customer service skills help build client relationships and handle transactions effectively. These competencies are vital for ensuring regulatory compliance, client satisfaction, and successful trade execution in a fast-paced financial environment.

What are some common challenges faced by entry-level professionals in a brokerage firm, and how can they be overcome?

Entry-level professionals in brokerage firms often face the challenge of quickly mastering complex financial products and regulations while building client relationships from scratch. The fast-paced environment requires strong time management skills and adaptability to shifting market conditions. To overcome these challenges, new hires should actively seek mentorship from experienced colleagues, participate in available training programs, and consistently stay updated on industry trends. Collaboration and open communication within the team are also key to developing confidence and competence early in your career.

What is the difference between Entry Level Brokerage vs Financial Advisor?

AspectEntry Level BrokerageFinancial Advisor
Required CredentialsHigh School diploma or equivalent; licensing (e.g., Series 7, Series 63)Licensing (Series 7, Series 66), sometimes additional certifications (e.g., CFP)
Work EnvironmentFinancial firms, brokerage houses, trading floorsClient offices, financial planning firms, banks
Employer & Industry UsageUsed by brokerage firms for entry-level sales/support rolesUsed by financial planning firms and banks for client advisory roles

Entry Level Brokerage roles focus on supporting trading activities and sales within brokerage firms, often requiring licensing. Financial Advisors primarily provide personalized financial planning and investment advice to clients, often holding additional certifications. While both roles involve finance and client interaction, Entry Level Brokerage is more transactional and support-oriented, whereas Financial Advisors focus on long-term financial planning.

What are the most commonly searched types of Brokerage jobs in Georgia?

The most popular types of Brokerage jobs in Georgia are:

Infographic showing various Entry Level Brokerage job openings in Georgia as of August 2026, with employment types broken down into 81% Full Time, 5% Part Time, 11% Contract, and 3% Nights. Highlights an 80% Physical, 5% Hybrid, and 15% Remote job distribution.

Associate Broker

CRC Group

Atlanta, GA โ€ข On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 10 days ago


Job description

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st Shift (United States of America)
Please review the following job description:
The Producer Development Associate role is focused on building foundational knowledge and skills across account management, inside sales, brokerage, and underwriting. This role provides hands-on exposure to core insurance functions while supporting team and office activities. The position is intended for individuals at the beginning of their career who are developing the capabilities needed for future growth in a production, service, or brokerage environment.
KEY RESPONSIBILITIES:
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
  • Learn and support new and renewal business activities, including soliciting, marketing, quoting, binding, and confirming coverage for assigned accounts

  • Build foundational skills in account management by developing client relationships and learning how to identify opportunities for retention and expansion

  • Partner with carriers and internal stakeholders to learn the placement process and support resolution of account needs

  • Analyze client needs and risk exposures to help develop appropriate coverage strategies and insurance solutions

  • Collaborate with internal teams, including support staff and specialists, while learning processes that support timely execution, accuracy, and compliance with company standards

  • Develop proficiency in maintaining accurate account documentation and following established policies, procedures, and service expectations

  • Build knowledge of insurance products, carrier markets, account management, and client service practices to support long-term development in the role

  • Gain exposure to market conditions, emerging risks, and competitive trends to support learning and development in business and placement strategy

EDUCATION AND EXPERIENCE
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
  • Bachelor's degree, relevant coursework, or equivalent combination of education and experience preferred

  • Internship, coursework, or prior experience in insurance, brokerage, sales support, client service, or a related field preferred

  • Interest in developing skills in account management, business development, and client relationship support

  • Ability to learn coverage concepts, market practices, and production workflows in a fast-paced, team-oriented environment

CERTIFICATIONS / LICENSES / REGISTRATIONS
  • Appropriate state-specific insurance license required. Professional designations such as CPCU, CIC, or ARM may be preferred.

FUNCTIONAL SKILLS
  • Entry-level, foundational knowledge of insurance products, risk concepts, and market practices

  • Ability to develop effective working relationships with clients, carriers, and internal stakeholders

  • Strong analytical abilities to be able to support development of insurance solutions

  • Organizational and time management skills to manage competing priorities and deadlines

  • Attention to detail and ability to maintain accuracy in documentation and workflow execution

  • Ability to learn quickly, apply feedback, and build effectiveness in an entry-level production environment

General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.
CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.
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