Sales agent vs broker

Differences between sales agent and broker duties and responsibilities

Sales agent example responsibilities.

• Manage a CRM pipeline of hundreds of leads with different needs and qualifications.
• Generate fresh leads through outbound telemarketing.
• Achieve sales standards set for department by effectively communicating Humana campaigns to customers.
• Increase customer understanding of Comcast products and pricing models as well as competitive advantage over other service providers.
• Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
• Adhere to all CMS, company, and carrier relate policies and procedures while growing sales.
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Broker example responsibilities.

• Manage, lease and sell office condominiums on site.
• Retail trader, fix income securities; manage client account activity; properly allocate client funds to appropriate investment options
• Manage indexes, options, foreign equities, and short-selling positions that are compatible with clients' long-term investment goals.
• Expand and maintain professional relationships with trading accounts including banks, hedge funds and portfolio managers.
• Specialize in finding undervalue and/or overbought commodities by using fundamental and technical analysis that exist throughout the markets.
• Install the oracle client for windows.
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