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Note Broker Jobs (NOW HIRING)

Willis Towers Watson

$100K - $125K/yr

Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role * Work with brokers to provide day-to-day servicing of ...

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Note Broker information

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$25.5K

$66.7K

$117K

How much do note broker jobs pay per year?

As of Sep 15, 2026, the average yearly pay for note broker in the United States is $66,677.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $75,000.00 per year, depending on experience, location, and employer.

What is a note broker?

Note brokers are professionals who act as intermediaries in the buying and selling of promissory notes, such as mortgage notes, business notes, or structured settlements. They connect note holders—people who are owed payments—with investors interested in purchasing these payment streams, typically at a discount. Note brokers help facilitate these transactions by evaluating the notes, negotiating terms, and ensuring all legal paperwork is completed. Their role is crucial in providing liquidity for note holders and investment opportunities for buyers.

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

To thrive as a Note Broker, you need a solid understanding of real estate, finance, and investment principles, often supported by relevant coursework or experience in these fields. Familiarity with tools like mortgage calculators, CRM systems, and legal documentation software is essential for managing transactions and client relationships. Strong negotiation, relationship-building, and analytical skills set top performers apart by enabling effective deal-making and client trust. These skills and qualities are crucial for successfully connecting buyers and sellers of notes and ensuring smooth, compliant transactions in a competitive market.

What are some common challenges note brokers face when sourcing new clients or notes?

One common challenge Note Brokers encounter is identifying reliable sources for high-quality notes in a competitive marketplace. Many brokers must continuously network with real estate professionals, investors, and financial institutions to find notes that meet buyer criteria. Building trust with sellers and ensuring due diligence on the notes' legitimacy is crucial, as is staying updated on industry regulations and market trends. Persistence and strong relationship-building skills are essential for long-term success in this field.

What is the difference between Note Broker vs Loan Officer?

AspectNote BrokerLoan Officer
Required CredentialsTypically no formal licensing, but industry knowledge helpsRequires licensing (e.g., NMLS), certifications often preferred
Work EnvironmentIndependent, brokerage firms, online platformsBanks, credit unions, mortgage companies
Industry UsageFacilitates buying/selling notes, investment transactionsOriginates loans for borrowers, works directly with clients

While both Note Brokers and Loan Officers operate within the lending industry, Note Brokers primarily facilitate the buying and selling of existing notes and investments, often working independently or through brokerages. Loan Officers focus on originating new loans for borrowers, typically working for financial institutions. Understanding these differences helps clarify career paths and client interactions in the lending sector.

More about Note Broker jobs

What states have the most Note Broker jobs?

States with the most job openings for Note Broker jobs include:

What are popular job titles related to Note Broker jobs?

For Note Broker jobs, the most frequently searched job titles are:

Note Broker jobs near you
Infographic showing various Note Broker job openings in the United States as of September 2026, with employment types broken down into 1% Internship, 1% As Needed, 72% Full Time, 22% Part Time, 1% Temporary, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $66,677 per year, or $32.1 per hour.

Builders Risk Broker, NA Construction

Greenville, SC • On-site

Willis Towers Watson
See more jobs at Willis Towers Watsonexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 10 days ago

Willis Towers Watson rating

8.3

Company rating: 8.3 out of 10

Based on 44 frontline employees who took The Breakroom Quiz

Job description


Description
Brokers serve as an integral interface between WTW clients and prospects and various insurance carriers in the marketplace. They advise Producers and other colleagues on the design of complex risk management programs for clients; present hard-to-place submissions to carriers, negotiate to secure coverage that meets client needs, oversee preparation of client proposals and maintain strong relationships with key carriers. If you are a consultative advisor who thrives in creating technical sound solutions that address the client's risk without turning their balance sheet upside down, this is the role for you.
The Role
Provide knowledge, leadership, insight and direction for broking activities to ensure that clients' expectations are regularly met. This role incorporates a wide level of expertise, but always assumes the broker is capable of handling accounts independently. The size and complexity of the account can vary. More experienced brokers may be responsible for training and supervising Associate Brokers. Responsible to ensure that relevant regulatory and technical standards are met. Helps drive the broking team to achieve agreed operational and financial goals and objectives.
Major Accountabilities:
  • Orchestrate new business placement, renewals and alterations of existing coverage.
  • Develop, review and deliver presentations to secure new, and build on existing, relationships.
  • Review and evaluate information and analytics to assess and evaluate client risks to support the placement of client risks in the market.
  • Research and evaluate all solutions (insurance and otherwise) to identify and develop optimum risk solutions for clients.
  • Provide coverage and program design advice and expertise to client; perform needs and gap analysis to make recommendations regarding program improvements.
  • Build strong partnerships with a broad range of organizations and stakeholders in the market in order to secure optimum terms and conditions for clients.
  • Contribute to thought leadership and continuous process improvement of the Broking function.
  • Work closely with associates to stay on top of changes in the marketplace.
  • Oversee design and preparation of draft proposals; negotiate and finalize of carrier quotes, terms and conditions and coverage confirmations to ensure contract certainty.
  • Bind carrier quotes and review binders and coverage confirmations.
  • Request / Attend and participate in regular client and underwriter meetings.
  • Conduct program peer reviews.
  • Provide coaching to brokers in training.

Qualifications
The Requirements
  • High School Diploma required; Bachelor's Degree preferred
  • 5-7 years industry experience
  • Property and Casualty license required
  • Strong group presentation skills (written and verbal); ability to drive complex/technical conversations.
  • Relationship management: Customer focus, collaboration and interpersonal skills and conflict management. Demonstrates shared ownership of resolution of conflicts.
  • Negotiation skills: Carrier and client negotiation skills. Can secure concessions without damaging relationships.
  • Business acumen: demonstrates knowledge of industries and clients, carriers and/or markets.
  • Project Management: ability to effectively manage and oversee small projects.
  • Receptive to feedback; critical thinking and problem-solving skills; high adaptability.
  • Leadership skills; applies judgement in making decisions, directs and motivates others, takes lead in small groups and promotes teamwork.
  • Technical skills; ability to review and understand coverage forms and answer coverage questions. Ability to review insurance specification of contracts; ability to run analytics models.
  • Knowledge of end-to-end insurance process, including process owners and rationale/purpose of key steps.
  • Technology acumen - ability to utilize technology-based record management systems; basic MS Office skills and familiarity with other relevant online tools.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
  • Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
  • Leave Benefits: Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (only included for Washington roles)
  • Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans' eligibility requirements.

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
EOE, including disability/vets

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