Bookkeeping service sales agent vs membership sales representative

Differences between bookkeeping service sales agent and membership sales representative duties and responsibilities

Bookkeeping service sales agent example responsibilities.

• Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
• Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
• Deliver a full PNC conversation with every client interaction to identify appropriate PNC solutions.

Membership sales representative example responsibilities.

• Manage leads through CRM, schedule appointments and tours.
• Create promotional emails and manage Blaisdell YMCA Facebook presence.
• Achieve sales goals and performance requirements by differentiating brand from other athletic facilities.
• Answer phones and verify HIPAA with each member.
• Process payments via POS system, cancellations, and policy changes.
• Perform at one of the top selling HMO's in Kentucky.
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