Field agent vs licensed sales producer

Differences between field agent and licensed sales producer duties and responsibilities

Field agent example responsibilities.

• Sell life insurance, long term care insurance and retirement annuities to assign members.
• Assist senior base clients with understanding and purchasing Medicare supplements, annuities, health and life insurance products.
• Operate remote telecommunications using applications and secure computer communications to troubleshoot and resolve issues on customer Samsung devices.
• Help maintain Primerica as the number one source for insurance needs by directly switching accounts over to the company.

Licensed sales producer example responsibilities.

• Generate production and leads through telemarketing sales.
• Provide quotes, bound coverage for insurance products through Allstate and its brokered affiliates for new business and cross sell campaigns.
• Directly-Assist agency owner in developing new market strategies to solicit new business and increase cross-selling to existing book of business.
• Used consultative upselling techniques to provide leads