Front line agent vs licensed agent

Differences between front line agent and licensed agent duties and responsibilities

Front line agent example responsibilities.

• Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
• Answer incoming calls to troubleshoot and assist the client in repairing their lap top computers.
• Sell home, auto, life, long term care insurance as well as annuities.
• Offer home, auto, life and annuities to AAA members, through networking and prospecting.
• Demonstrate strong understanding of Comcast products, promoting and selling offerings to individual customers by knocking every door within assign territories.
• Follow Allstate training system to optimize customer experience.

Licensed agent example responsibilities.

• Train and manage employees and achieve significant improvements in their productivity & maintain sales go9als consistently.
• Educate and advise in different investment products, such as life insurance and fix annuities.
• Work with clients to satisfy financial needs offering products such as life insurance, annuities, and Medicare supplements.
• Provide education on Medicare/ Medicaid coverage, rights and responsibilities.
• Provide objective information pertaining to coverage and how to obtain Medicaid coverage.
• Generate referral business and cultivate individual lead sources, using networking and prospecting techniques to grow potential sales opportunities.
Show more