Licensed agent vs licensed sales producer

Differences between licensed agent and licensed sales producer 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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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