H-1B Visa Insurance Broker Jobs
Insurance Broker roles qualify for H-1B visa sponsorship as specialty occupations requiring a bachelor's degree in finance, risk management, or a related field. Many brokerages and insurers file LCAs through DOL and sponsor H-1B transfers, renewals, and new petitions for licensed professionals placing commercial and personal lines coverage.
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Get Access To All JobsAbout TPG
TPG is a leading global alternative asset management firm, founded in San Francisco in 1992, has investment and operational teams around the world. TPG invests across a broadly diversified set of strategies, including private equity, impact, credit, real estate, and market solutions, and our unique strategy is driven by collaboration, innovation, and inclusion. Our teams combine deep product and sector experience with broad capabilities and expertise to develop differentiated insights and add value for our fund investors, portfolio companies, management teams, and communities.
TPG’s success depends on our people, and we build and sustain our world-class team by creating an inclusive, supportive culture within the firm that seeks excellence and encourages humility and transparency. The quality of our investments and our ability to build great companies depend on the originality of our insights. Reaching our firm’s full potential means supporting every team member to bring the fullness of their unique perspective to their work and to our community. We are committed to a diverse, equitable, and inclusive workplace to foster diversity of thought and reflect the breadth of our limited partners and portfolio companies.
Position Summary
The Senior Associate will be a key member of the Broker-Dealer Accounting and Finance team and will support the accounting, regulatory reporting, middle-office, and operational activities of TPG’s regulated broker-dealer and related entities. Because this area operates within a highly regulated environment, the role requires strong accounting fundamentals, sound judgment, exceptional attention to detail, and a hands-on approach.
The successful candidate will be a self-motivated and adaptable professional who can manage multiple priorities, take ownership of assigned responsibilities, and work effectively both independently and as part of a team. The role offers broad exposure to general ledger accounting, accounting policy, transaction review, financial and regulatory reporting, trade execution, net capital and liquidity analysis, and cash management. The Senior Associate will work cross-functionally and build effective relationships with deal teams, Corporate Accounting, Compliance, external auditors, and senior leadership.
Principal Responsibilities
- Perform daily and weekly accounting, general ledger, cash management, and regulatory activities for the broker-dealer and related entities.
- Support the monthly and quarterly close processes, including journal entries, account reconciliations, financial statement preparation, analytical review, and FOCUS reporting.
- Prepare net capital, liquidity, and cash forecasting calculations, together with clear supporting analyses and documentation.
- Support trade execution and other operational activities associated with the closing and settlement of revenue transactions.
- Review revenue transactions, evaluate their accounting and regulatory implications, and prepare appropriate supporting documentation.
- Prepare periodic regulatory reports, management reporting packages, and internal financial analyses.
- Document and support the execution of key SOX controls and assist with related process improvements.
- Coordinate responses to external audit requests, including the preparation of supporting documentation and clear resolution of follow-up questions.
- Participate in broker-dealer, entity-wide, and other ad hoc projects, including initiatives to improve the efficiency, accuracy, and scalability of accounting and reporting processes.
- Develop and maintain a strong understanding of the broker-dealer’s business activities, accounting policies, regulatory requirements, and operational processes.
Required Qualifications
- Bachelor’s degree in accounting or finance.
- Three to five years of progressive accounting, audit, finance, or financial-services experience.
- Strong understanding of general ledger accounting, account reconciliations, financial statement preparation, and financial analysis.
- Demonstrated ability to manage multiple priorities and meet recurring and ad hoc deadlines in a fast-paced, high-energy environment.
- Self-motivated, hands-on approach, with the ability to work independently, collaborate effectively within a team, exercise sound judgment, and escalate issues appropriately.
- Strong attention to detail and a consistent ability to produce accurate, well-organized, and appropriately supported work.
- Strong written and verbal communication skills, including the ability to communicate accounting and financial matters clearly to stakeholders across functions and levels.
- Proficiency in Microsoft Excel, including the ability to prepare organized, transparent, and readily reviewable financial analyses and forecasting models.
- Experience working with accounting applications, general ledger systems, and financial operations or reporting platforms.
- Willingness to engage in both technical accounting responsibilities and hands-on broker-dealer operational activities.
Preferred Qualifications
- CPA license or eligibility to sit for the CPA examination.
- Experience in public accounting, a broker-dealer, alternative asset management, or another regulated financial-services environment.
- Experience with broker-dealer accounting, FOCUS reporting, net capital calculations, regulatory financial reporting, or transaction accounting.
- Experience supporting SOX compliance, internal controls, and external audits.
- Interest in developing specialized expertise in broker-dealer accounting, finance, operations, and regulatory reporting.
Licensing Expectations
Willingness to obtain the Series 27 license and other licenses related to the role, depending on assigned responsibilities and career progression, and subject to applicable sponsorship and registration requirements.
TPG is an equal employment opportunity employer that provides equal employment opportunities to all employees and applicants without regard to age, race, religion, color, national origin, ancestry, sex, sexual orientation, gender (including gender identity and expression), alienage or citizenship status, military or veteran status, physical or mental disability, medical condition, genetic information, pregnancy status, breastfeeding (or related medical conditions), familial status, caregiver status, or any other category protected by applicable federal, state, or local laws.
About TPG
TPG is a leading global alternative asset management firm, founded in San Francisco in 1992, has investment and operational teams around the world. TPG invests across a broadly diversified set of strategies, including private equity, impact, credit, real estate, and market solutions, and our unique strategy is driven by collaboration, innovation, and inclusion. Our teams combine deep product and sector experience with broad capabilities and expertise to develop differentiated insights and add value for our fund investors, portfolio companies, management teams, and communities.
TPG’s success depends on our people, and we build and sustain our world-class team by creating an inclusive, supportive culture within the firm that seeks excellence and encourages humility and transparency. The quality of our investments and our ability to build great companies depend on the originality of our insights. Reaching our firm’s full potential means supporting every team member to bring the fullness of their unique perspective to their work and to our community. We are committed to a diverse, equitable, and inclusive workplace to foster diversity of thought and reflect the breadth of our limited partners and portfolio companies.
Position Summary
The Senior Associate will be a key member of the Broker-Dealer Accounting and Finance team and will support the accounting, regulatory reporting, middle-office, and operational activities of TPG’s regulated broker-dealer and related entities. Because this area operates within a highly regulated environment, the role requires strong accounting fundamentals, sound judgment, exceptional attention to detail, and a hands-on approach.
The successful candidate will be a self-motivated and adaptable professional who can manage multiple priorities, take ownership of assigned responsibilities, and work effectively both independently and as part of a team. The role offers broad exposure to general ledger accounting, accounting policy, transaction review, financial and regulatory reporting, trade execution, net capital and liquidity analysis, and cash management. The Senior Associate will work cross-functionally and build effective relationships with deal teams, Corporate Accounting, Compliance, external auditors, and senior leadership.
Principal Responsibilities
- Perform daily and weekly accounting, general ledger, cash management, and regulatory activities for the broker-dealer and related entities.
- Support the monthly and quarterly close processes, including journal entries, account reconciliations, financial statement preparation, analytical review, and FOCUS reporting.
- Prepare net capital, liquidity, and cash forecasting calculations, together with clear supporting analyses and documentation.
- Support trade execution and other operational activities associated with the closing and settlement of revenue transactions.
- Review revenue transactions, evaluate their accounting and regulatory implications, and prepare appropriate supporting documentation.
- Prepare periodic regulatory reports, management reporting packages, and internal financial analyses.
- Document and support the execution of key SOX controls and assist with related process improvements.
- Coordinate responses to external audit requests, including the preparation of supporting documentation and clear resolution of follow-up questions.
- Participate in broker-dealer, entity-wide, and other ad hoc projects, including initiatives to improve the efficiency, accuracy, and scalability of accounting and reporting processes.
- Develop and maintain a strong understanding of the broker-dealer’s business activities, accounting policies, regulatory requirements, and operational processes.
Required Qualifications
- Bachelor’s degree in accounting or finance.
- Three to five years of progressive accounting, audit, finance, or financial-services experience.
- Strong understanding of general ledger accounting, account reconciliations, financial statement preparation, and financial analysis.
- Demonstrated ability to manage multiple priorities and meet recurring and ad hoc deadlines in a fast-paced, high-energy environment.
- Self-motivated, hands-on approach, with the ability to work independently, collaborate effectively within a team, exercise sound judgment, and escalate issues appropriately.
- Strong attention to detail and a consistent ability to produce accurate, well-organized, and appropriately supported work.
- Strong written and verbal communication skills, including the ability to communicate accounting and financial matters clearly to stakeholders across functions and levels.
- Proficiency in Microsoft Excel, including the ability to prepare organized, transparent, and readily reviewable financial analyses and forecasting models.
- Experience working with accounting applications, general ledger systems, and financial operations or reporting platforms.
- Willingness to engage in both technical accounting responsibilities and hands-on broker-dealer operational activities.
Preferred Qualifications
- CPA license or eligibility to sit for the CPA examination.
- Experience in public accounting, a broker-dealer, alternative asset management, or another regulated financial-services environment.
- Experience with broker-dealer accounting, FOCUS reporting, net capital calculations, regulatory financial reporting, or transaction accounting.
- Experience supporting SOX compliance, internal controls, and external audits.
- Interest in developing specialized expertise in broker-dealer accounting, finance, operations, and regulatory reporting.
Licensing Expectations
Willingness to obtain the Series 27 license and other licenses related to the role, depending on assigned responsibilities and career progression, and subject to applicable sponsorship and registration requirements.
TPG is an equal employment opportunity employer that provides equal employment opportunities to all employees and applicants without regard to age, race, religion, color, national origin, ancestry, sex, sexual orientation, gender (including gender identity and expression), alienage or citizenship status, military or veteran status, physical or mental disability, medical condition, genetic information, pregnancy status, breastfeeding (or related medical conditions), familial status, caregiver status, or any other category protected by applicable federal, state, or local laws.
See all 112+ H-1B Visa Insurance Broker Jobs
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship in Insurance Broker
Verify your state licensing transfers cleanly
Each state issues its own insurance producer license, and H-1B approval doesn't automatically resolve licensing gaps. Confirm your current license is active and check reciprocity rules with your target state before accepting an offer.
Match your degree field to the role
USCIS requires a direct relationship between your degree and the broker position. A finance, business, or risk management degree supports the specialty occupation argument; an unrelated major increases RFE risk and may require a credential evaluation.
Search LCA filings to identify real sponsors
Use Migrate Mate to filter Insurance Broker roles by employers with verified H-1B LCA filing history, so you're targeting companies that have already navigated DOL certification for this occupation, not guessing at sponsorship willingness.
Ask employers about their E-Verify enrollment
H-1B employers must be E-Verify participants if they employ H-1B workers. Confirm enrollment early in the offer stage so your I-9 process and work authorization start date aren't delayed after your petition approval.
Use OFLC Wage Search before negotiating salary
Your employer's LCA must certify a wage at or above the DOL prevailing wage for your occupation code and location. Pull the OFLC Wage Search figure yourself so you negotiate above the floor, not below what the LCA requires.
Time your petition around licensing exam windows
If you're sitting for a Series 6, Series 63, or state insurance exam, coordinate the exam date with your I-129 filing timeline. USCIS adjudication runs three to five months standard, so a licensing delay can push your start date past the cap-gap or grace period window.
H-1B Visa Insurance Broker: Frequently Asked Questions
Does an Insurance Broker role qualify as an H-1B specialty occupation?
Yes, provided the position requires at least a bachelor's degree in a directly related field such as finance, risk management, business, or economics. Generic sales roles titled 'broker' that accept any degree won't qualify. The employer's job description must document the theoretical and practical knowledge required, and your degree must align with that field specifically.
Can I transfer my H-1B to a new brokerage without losing status?
Yes. Under H-1B portability, you can start working for a new employer as soon as the transfer petition is filed with USCIS, as long as your prior status was lawfully maintained. The new employer files a new I-129 and LCA. You don't need to wait for approval before your first day, but the petition must be pending and non-frivolous.
How do I find Insurance Broker employers who actually sponsor H-1B visas?
Search Migrate Mate to browse Insurance Broker roles filtered by employers with verified H-1B LCA filing history. This shows you which brokerages and insurers have filed Labor Condition Applications for this occupation through DOL, which is a direct indicator of active sponsorship rather than a general willingness claim on a company careers page.
Does my state insurance license affect the H-1B petition?
It can. USCIS may look at state licensure as evidence that a role meets specialty occupation standards. If your target state requires a license to place insurance and you don't yet hold one, address that in the petition. Some employers file the I-129 with a license pending, but you'll need it active before placing regulated lines of business.
What O*NET occupation code applies to Insurance Broker roles for prevailing wage purposes?
Insurance Brokers and agents are typically classified under O*NET code 41-3021 for Insurance Sales Agents. Your employer uses this code when filing the LCA and calculating the DOL prevailing wage via OFLC Wage Search. The wage level assigned, from Level I to Level IV, depends on your experience, supervisory duties, and the complexity of accounts you manage.