Sales special agent vs banker

Differences between sales special agent and banker duties and responsibilities

Sales special agent example responsibilities.

• Increase customer understanding of Comcast products and pricing models as well as competitive advantage over other service providers.
• Collaborate with internal customers and DHL partners to track and resolve customer invoice disputes.
• Sell hard line, soft line golf equipment and men's and women's apparel.
• Utilize a CRM data base and keep scrupulous notes, closing ratios and follow up deadlines.
• Focuse on Medicare supplement to individuals 65 and older, as well as long term care.
• Perform inside sales, including telemarketing, prospecting, account penetration and product application, consulting and delivery of customer service.
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Banker example responsibilities.

• Manage a mortgage, banking and securities base lending pipeline for one of the top lending branches in the firm.
• Manage a variety of internal initiatives including merchandising, cross-selling, customer retention programs and promotional campaigns.
• Earn numerous reward certificates for level of sales and customer service through QA.
• Qualify potential members for membership by opening checking accounts, savings accounts, IRAs, CDs, and processing loan applications.
• Follow appropriate VL guidelines to ensure compliance with QA and banking regulations.
• Pass series 6 , 63 and insurance exams as registered member of FINRA.
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