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Note Broker Jobs (NOW HIRING)

Willis Towers Watson (WTW)

Senior Broker

Dallas, TX · On-site

$150K - $200K/yr

The Senior Broker oversees day-to-day placement and broking responsibilities for a portfolio of ... Please note that salaries may vary for different individuals in the same role based on several ...

bswift

Consultant & Broker Relationship VP

We partner with employers, brokers, and consultants to deliver innovative solutions that drive ... OTHER DUTIES Please note this is not designed to cover or contain a comprehensive listing of ...

Alegeus

Consultant & Broker Relations Manager

Consultant & Broker Relations Manager Join our team at Alegeus, where you'll experience unmatched ... The uses include recording, note-taking, and summarizing candidate interviews. The information ...

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Note Broker information

See salary details

$25.5K

$66.7K

$117K

How much do note broker jobs pay per year?

As of Aug 18, 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 job categories do people searching Note Broker jobs look for?

The top searched job categories for Note Broker jobs are:

Note Broker jobs near you
Infographic showing various Note Broker job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 23% Part Time, 4% Contract, and 1% Nights. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $66,677 per year, or $32.1 per hour.

Middle Market Senior Broker

Willis Towers Watson

Chicago, IL • On-site

$100K - $160K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 18 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

37th of 150 rated financial services

Job description


The Senior Middle Market Broker provides 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 for ensuring that relevant regulatory and technical standards are met. Helps drive the broking team to achieve agreed operational and financial goals and objectives.
Note: Visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role
  • 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 clients; 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 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 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
  • 5-12 years industry experience
  • Insurance broker's P&C 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 judgment in making decisions, directs and motivates others, takes lead in small groups, and promotes teamwork

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.
Compensation and Benefits
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.
Compensation
The base salary compensation range being offered for this role is $100,000-$160,000 USD per year.
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 paid 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 (Washington State only)
  • Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).

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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