Mutual funds agent vs licensed sales agent

Differences between mutual funds agent and licensed 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.

Licensed sales agent example responsibilities.

• Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
• Develop a working knowledge of the Medicaid program used to educate customers on product eligibility.
• Demonstrate strong understanding of Comcast products, promoting and selling offerings to individual customers by knocking every door within assign territories.
• Service Humana ACA plan members on benefits, service.
• Comply with all regulatory guidelines as well as HIPAA and privacy guidelines, demonstrate client/customer confidentiality.
• Handle, process and accurately record confidential financial and health customer information following all applicable HIPAA privacy laws.
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