Mutual funds agent vs direct sales agent

Differences between mutual funds agent and direct sales agent duties and responsibilities

Mutual funds agent example responsibilities.

• Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
• Provide prospects and clients with financial plans and sell securities and insurance consistent with say plans.
• Demonstrate strong understanding of Comcast products, promoting and selling offerings to individual customers by knocking every door within assign territories.
• Demonstrate strong understanding of Comcast products, promoting and selling offerings to individual customers by knocking every door within assign territories.

Direct sales agent example responsibilities.

• Increase customer understanding of Comcast products and pricing models as well as competitive advantage over other service providers.
• Produce call reports and CRM dashboards.
• Demonstrate strong understanding of Comcast products, promoting and selling offerings to individual customers by knocking every door within assign territories.
• Contact new and existing customers to discuss how TWC products can meet their needs.
• Maintain a professional, respectful, and helpful demeanor as a representative of TWC.
• Communicate ongoing contact activity utilizing Salesforce.com.