Oil lease broker vs investment representative

Differences between oil lease broker and investment representative duties and responsibilities

Oil lease broker example responsibilities.

• Manage, inspect, photograph, and create reports biweekly for U.S. department of HUD and Fannie Mae assign properties.
• Solicit profitable freight brokerage business by marketing transportation capability via direct sales calls, telephone and direct mail marketing activity.
• Broker purchases, sales and exchanges of WTI, grade trading, swaps, options, derivatives and spreads.
• Identify and capitalize on arbitrage situations.

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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