Commission broker vs sales/account representative

Differences between commission broker and sales/account representative duties and responsibilities

Commission broker example responsibilities.

• Manage indexes, options, foreign equities, and short-selling positions that are compatible with clients' long-term investment goals.
• Cash management, internal/external investigations, high profile courrier service, collections, financial records, CCTV implementation and surveillance management.
• Comply with HUD guidelines and requirements prior to acquisition of properties.

Sales/account representative example responsibilities.

• Generate leads and evangelize product to physicians in orthopedics, hematology, internal medicine, surgery, critical care and cardiology.
• Assist external accounts in error resolution so that all EDI transactions process without manual intervention or delay.
• Work with senior management to implement a sales program for new P3T software enhancement and participate in CRM application development team.
• Collaborate with sales representatives to ensure new account set-up, establish specifications, and assist with EDI account maintenance and invoicing.
• Create PowerPoint presentations and literature utilize and present in sales calls.
• Core competencies: -Administrative/computer skills: maintain CRM systems to successfully identify potential customers.
Show more