Bonding agent vs investment representative

Differences between bonding agent and investment representative duties and responsibilities

Bonding agent example responsibilities.

• Manage for multiple medical clients performing tasks such as medical billing, submitting insurance and verifying insurance including Medicare and Medicaid.
• Work daily in QuickBooks, Microsoft word and excel
• Manage for multiple medical clients performing tasks such as medical billing, submitting insurance and verifying insurance including Medicare and Medicaid.
• Travele to municipalities to sign bond agreements between facility and company of representation.
• Conduct investigations and prepare reports with recommendation for bond or custody of individuals charge with illegal entry.
• Conduct presentations regarding all policy information offer through AFLAC

Investment representative example responsibilities.

• Act as an investor center product coordinator; provide guidance on product and sales techniques for manage account solutions and annuities.
• Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
• Re-Obtain previously hold FINRA licenses.
• Sell fix and variable annuities.
• License financial adviser & insurance producer register with both FINRA & the state of Massachusetts.
• Answer inquiries with regards to equities, options, mutual fund, fixed-income and unit investment trusts.
Show more