Insurance consultant vs broker

Differences between insurance consultant and broker duties and responsibilities

Insurance consultant example responsibilities.

• Manage civil litigation matters such as general and complex litigation.
• Advise clients with financial planning using annuities and UL products.
• Represent the office at Medicare and Medicaid meetings to be inform of any changes.
• Use excellent presentation skills to conduct group sessions to eligible Medicare and Medicaid individuals.
• Represent multiple carriers offering life, disability, mortgage protection, final expense and annuities.
• General resource to partnership on property and casualty matters, insurance policy contract review allowing partners to successfully negotiate litigation matters.
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Broker example responsibilities.

• Manage, lease and sell office condominiums on site.
• Retail trader, fix income securities; manage client account activity; properly allocate client funds to appropriate investment options
• Manage indexes, options, foreign equities, and short-selling positions that are compatible with clients' long-term investment goals.
• Expand and maintain professional relationships with trading accounts including banks, hedge funds and portfolio managers.
• Specialize in finding undervalue and/or overbought commodities by using fundamental and technical analysis that exist throughout the markets.
• Install the oracle client for windows.
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