Finance service sales agent vs banker

Differences between finance service sales agent and banker duties and responsibilities

Finance 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.
• Limit underwriting responsibilities, notary.

Banker example responsibilities.

• Manage a mortgage, banking and securities base lending pipeline for one of the top lending branches in the firm.
• Manage a variety of internal initiatives including merchandising, cross-selling, customer retention programs and promotional campaigns.
• Earn numerous reward certificates for level of sales and customer service through QA.
• Qualify potential members for membership by opening checking accounts, savings accounts, IRAs, CDs, and processing loan applications.
• Follow appropriate VL guidelines to ensure compliance with QA and banking regulations.
• Pass series 6 , 63 and insurance exams as registered member of FINRA.
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