Registered representative vs bonding agent

Differences between registered representative and bonding agent duties and responsibilities

Registered representative example responsibilities.

• Manage variable and fix immediate and defer annuities for wealth accumulation.
• Develop knowledge of complex financial instruments and successfully communicate strategies for utilizing various securities in achieving client financial objectives.
• Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
• Intern at the NYSE with the M/S floor trader.
• Provide due diligence for IPO of small cap.
• Assist companies with development and sale of initial public offering (IPO).
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Bonding agent example responsibilities.

• Manage for multiple medical clients performing tasks such as medical billing, submitting insurance and verifying insurance including Medicare and Medicaid.
• Work daily in QuickBooks, Microsoft word and excel
• Manage for multiple medical clients performing tasks such as medical billing, submitting insurance and verifying insurance including Medicare and Medicaid.
• Travele to municipalities to sign bond agreements between facility and company of representation.
• Conduct investigations and prepare reports with recommendation for bond or custody of individuals charge with illegal entry.
• Conduct presentations regarding all policy information offer through AFLAC