Licensed agent vs lead agent

Differences between licensed agent and lead agent duties and responsibilities

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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Lead agent example responsibilities.

• Manage for multiple medical clients performing tasks such as medical billing, submitting insurance and verifying insurance including Medicare and Medicaid.
• Line list development and route selection assistance through on-site and GIS review ensuring all landowners and property lines are identify.
• Obtain current landowner and contact information from various courthouses and states in order to assist in FERC mandate maintenance operations.
• Train new employees and troubleshoot Apollo computersystem.Onsite at Hewlett Packard/Agilent
• Manage for multiple medical clients performing tasks such as medical billing, submitting insurance and verifying insurance including Medicare and Medicaid.
• Conduct presentations regarding all policy information offer through AFLAC