Broker Consultant Jobs
Broker consultant jobs are open across insurance, financial services, real estate, and benefits administration, at every level from associate to senior and principal, with specializations in employee benefits, commercial lines, and wholesale brokerage. Find a role that fits below and apply directly.
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Company: Peachtree Capital Group LLC
Location: Eatontown, NJ (Hybrid/Remote opportunities available)
About Peachtree Capital Group
Peachtree Capital Group is a fast-growing alternative finance company dedicated to helping small businesses access the working capital they need to grow. We provide customized funding solutions, including revenue-based financing, merchant cash advances, SBA loans, business lines of credit, equipment financing, and other commercial lending products. Our mission is to make business funding simple, fast, and transparent while building long-term relationships with our clients.
Position Summary
We are seeking motivated, energetic, and results-driven Brokers to join our growing team. As a Broker, you will work directly with business owners to understand their financing needs, present funding solutions, and guide clients through the funding process from application to closing.
This is an excellent opportunity for sales professionals who thrive in a fast-paced environment and enjoy building relationships while earning uncapped commissions.
Responsibilities
- Prospect and develop new business through outbound calls, referrals, networking, and lead generation.
- Build and maintain strong relationships with small business owners nationwide.
- Analyze clients' financing needs and recommend appropriate funding solutions.
- Collect required documentation, including bank statements and business information.
- Present funding offers clearly and professionally.
- Negotiate terms and answer client questions throughout the funding process.
- Coordinate with underwriting and funding partners to ensure smooth transactions.
- Maintain detailed records within the CRM system.
- Follow up with existing clients to generate repeat business and referrals.
- Consistently meet or exceed monthly funding and sales goals.
Qualifications
- Previous sales experience preferred (financial services, merchant cash advance, insurance, mortgage, banking, or B2B sales is a plus).
- Strong communication and negotiation skills.
- Comfortable making outbound calls and building client relationships.
- Self-motivated with a strong work ethic.
- Ability to manage multiple clients simultaneously.
- Basic computer skills and CRM experience preferred.
- High school diploma or equivalent required.
Preferred Experience
- Merchant Cash Advance (MCA)
- Business Lending
- SBA Loans
- Equipment Financing
- Commercial Lending
- Business Development
- Financial Sales
- Inside Sales
- Business Banking
Compensation & Benefits
- Uncapped commission structure
- Performance bonuses and incentives
- Qualified inbound leads available
- Ongoing sales and product training
- Opportunities for career advancement
- Supportive and collaborative team environment
- Flexible work schedule (where applicable)
Ideal Candidate
You are a motivated sales professional who enjoys helping business owners succeed. You are comfortable speaking with decision-makers, handling objections, and closing deals. You thrive in a competitive environment and are driven by unlimited earning potential.
If you're looking to build a rewarding career in commercial finance with a growing organization, we'd love to hear from you.
Pay: From $65,000.00 per year
Application Question(s):
- Have you worked in any of the following industries?
Merchant Cash Advance (MCA)
Business Lending
Banking
Insurance
Mortgage
Financial Services
B2B Sales
None of the above
- Please provide an email address
Experience:
- Professional Sales: 1 year (Preferred)
Language:
- English (Required)
Ability to Commute:
- Eatontown, NJ 07724 (Required)
Work Location: In person
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Find Broker Consultant JobsBroker Consultant Job Market
Who's Hiring
Top Industries Hiring
- Insurance
What Employers Look For
The qualifications that appear most often in broker consultant jobs.
- Active state insurance producer license in relevant lines of authority
- Two to five years of experience in employee benefits, commercial insurance, or financial products
- Demonstrated ability to manage and grow a client or producer portfolio
- Proficiency with agency management or CRM platforms
- Strong knowledge of carrier markets, plan designs, and underwriting guidelines
- Bachelor's degree in business, finance, risk management, or a related field
Tips for Your Broker Consultant Job Search
Tailor your resume to book-of-business metrics
Broker consultant resumes land faster when they quantify retention rates, premium volume managed, or the number of clients in your portfolio. Hiring managers in this role scan for revenue impact, not just duties, so lead each bullet with a measurable outcome.
Get licensed before you apply
Most broker consultant openings require a state insurance producer license or Series 6 or 63 registration before day one. Confirm which lines of authority the posting specifies and have your license number ready to include on your application.
Apply early to roles that fit
Migrate Mate lists broker consultant openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target postings that match your carrier relationships
Employers often hire broker consultants specifically for their existing relationships with carriers or general agents. Read each job description for named carriers and lean into postings where your existing network aligns, since that is a concrete differentiator you can highlight.
Prepare a consultative sales story for interviews
Interviewers for broker consultant roles consistently ask you to walk through a complex client situation where you compared plan options or structures. Prepare two or three detailed scenarios that show your diagnostic process, the recommendation you made, and the outcome for the client.
Negotiate comp structure, not just base salary
Broker consultant offers frequently include override commissions, profit-sharing, or renewal bonuses on top of base pay. Before accepting, ask for the full compensation schedule in writing and confirm how renewal income is credited so you understand the total earning picture.
Broker Consultant Jobs: Frequently Asked Questions
Which companies are hiring the most broker consultants?
The most active employers for broker consultants right now are USI Insurance Services, Pacific Life, and State Street, and the most openings are in New Jersey, Indiana, and Arizona, based on current listings on Migrate Mate as of November 2026. Regional carriers and national benefits firms tend to post the highest volume of these roles.
How many broker consultant jobs are remote?
About 88% of broker consultant openings are fully remote or hybrid as of November 2026, with the highest remote share in employee benefits and wholesale distribution roles. Field-facing positions tied to specific producer territories or carrier-appointed regions are more likely to require in-person presence.
How do you become a broker consultant?
Start by earning a bachelor's degree in business, finance, or a related field, then obtain a state insurance producer license in the lines of authority relevant to your target market, such as life and health or property and casualty. Build foundational experience in a sales, account management, or underwriting role at a carrier or agency, then move into a broker consultant position as you develop carrier relationships and a working knowledge of plan design or product structures.
Can you get a broker consultant job with little or no experience?
Some carriers and managing general agencies hire entry-level broker consultants as associates or trainees if you already hold a producer license and have completed relevant coursework. The most effective path in with limited experience is to target internal transitions from customer service, underwriting support, or inside sales roles at an insurance company, where you can build product knowledge before moving to a producer-facing position.
What does the broker consultant interview process look like?
Most broker consultant interviews run two to three rounds, starting with a recruiter screen focused on licensing status and general background, followed by a panel or hiring manager conversation that includes behavioral questions and a consultative sales scenario. Final rounds often involve a presentation or case study where you recommend a product or plan solution for a hypothetical client, so prepare a structured, data-informed recommendation you can walk through confidently.
Where can I find and apply to broker consultant jobs?
You can find and apply to broker consultant jobs on Migrate Mate, which lists current openings from across the United States. Find roles that fit your experience, location, and specialization, then apply directly to each listing from the job page.
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