Brokers - Online Sales Representative

Broker Duties and Responsibilities

In order to oversee all aspects of a company’s sales, a Broker performs many different tasks. We analyzed job listings for Brokers in order to identify these core duties and responsibilities.

Assess Customer Need

• The Broker must be very knowledgeable in regards to their company’s products and services, being able to answer any customer questions, advise customers and guide them toward a product or service that fits their needs. It is critical that the Broker be able to discuss company function and offerings articulately and accurately. Brokers are often required to continually update their knowledge through training and educational programs.

Provide Customer Service

• Providing excellent customer service is integral to the Broker role.
•  They are often responsible for creating potential customer and client relationships, which includes documenting comprehensive customer information. 
• Brokers must work to maintain these relationships by continually assessing customer needs, identifying client concerns, recommending solutions, and following up regularly. 
• The Broker will also collaborate with other teams to provide recommendations for the improvement of customer experience.

Execute Sales

• A Broker’s ultimate goal is to successfully close deals. This includes getting sellers and buyers on the same page in regard to price and terms of the deal. Often, Brokers must act as a mediator between the parties, making sure that their concerns and desires are addressed.

Process Transactions

• After completing deals, the Broker is then responsible for preparing and completing all the necessary documentation and paperwork for the sale, often requiring some knowledge of local and federal laws and regulations regarding sales, trading and taxation. They must then process the transaction, ensuring that the customer is accurately charged and all necessary receipts and invoices are given and filed.