Insurance solicitor vs licensed agent

Differences between insurance solicitor and licensed agent duties and responsibilities

Insurance solicitor example responsibilities.

• Cold-Cal to generate leads for individual life and disability insurance and annuities.
• Contact police officers for additional information need, sort fingerprint reports, maintain monthly files, and notarize subpoenas of officers.
• Ensure all require documents are sign, file and fax appropriately and follow all compliance guidelines and procedures by Allstate.

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.
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