Mutual funds agent vs investment representative

Differences between mutual funds agent and investment representative 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.

Investment representative example responsibilities.

• Act as an investor center product coordinator; provide guidance on product and sales techniques for manage account solutions and annuities.
• Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
• Re-Obtain previously hold FINRA licenses.
• Sell fix and variable annuities.
• License financial adviser & insurance producer register with both FINRA & the state of Massachusetts.
• Answer inquiries with regards to equities, options, mutual fund, fixed-income and unit investment trusts.
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