Insurance adviser vs licensed sales producer

Differences between insurance adviser and licensed sales producer duties and responsibilities

Insurance adviser example responsibilities.

• Manage civil litigation matters such as general and complex litigation.
• Present appropriate annuities for clients to purchase that meet their specific needs, time frame, and risk tolerance
• Direct the sale of life insurance policies, medical disability programs and annuities to military personnel and civilian members.
• General resource to partnership on property and casualty matters, insurance policy contract review allowing partners to successfully negotiate litigation matters.
• Revive AFLAC accounts previously close due to non-pay or dissatisfy customers.
• Generate new business for Aflac by contacting potential customers and marketing one or more types of insurance.
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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