Insurance counselor vs life insurance agent

Differences between insurance counselor and life insurance agent duties and responsibilities

Insurance counselor example responsibilities.

• Assist Florida Medicaid recipients with manage care choices.
• Cold-Cal to generate leads for individual life and disability insurance and annuities.
• Promote other AAA services, including travel, automobile club, and financial services.
• Assist in the cross-selling of other financial products (credit cards, extend warranties and AAA membership).
• Assist in prescription processing, process prescription insurance claims, administer immunizations and counsel patients on medications
• Provide timely assessments and guidance to patients regarding their insurance and ensure insurance relate issues are resolved.
Show more

Life insurance agent example responsibilities.

• Used consultative upselling techniques to provide leads
• License in state of VA to sell life insurance, annuities, disability income, Medicare supplements, and LTC.
• Use of a variety of tools to help employers compile the best possible life insurance or annuity packages to retain employees.
• Market life insurance and annuity products
• Maintain knowledge of states insurance laws and HIPPA compliance.
• Examine doors, windows and gates to ensure that they are secure.
Show more