Transfer agent vs direct sales agent

The differences between transfer agents and direct sales agents can be seen in a few details. Each job has different responsibilities and duties. It typically takes 4-6 years to become both a transfer agent and a direct sales agent. Additionally, a direct sales agent has an average salary of $57,712, which is higher than the $25,018 average annual salary of a transfer agent.

The top three skills for a transfer agent include customer service, inbound calls and outbound calls. The most important skills for a direct sales agent are customer service, medicare, and health insurance.

Transfer agent vs direct sales agent overview

	Transfer Agent	Direct Sales Agent
Yearly salary	$25,018	$57,712
Hourly rate	$12.03	$27.75
Growth rate	10%	10%
Number of jobs	28,396	225,552
Job satisfaction	-	-
Most common degree	Bachelor's Degree, 43%	Bachelor's Degree, 53%
Average age	43	43
Years of experience	6	6

Transfer agent vs direct sales agent salary

Transfer agents and direct sales agents have different pay scales, as shown below.

	Transfer Agent	Direct Sales Agent
Average salary	$25,018	$57,712
Salary range	Between $18,000 And $33,000	Between $30,000 And $107,000
Highest paying City	-	New York, NY
Highest paying state	-	New York
Best paying company	-	TechnipFMC
Best paying industry	-	-

Differences between transfer agent and direct sales agent education

There are a few differences between a transfer agent and a direct sales agent in terms of educational background:

	Transfer Agent	Direct Sales Agent
Most common degree	Bachelor's Degree, 43%	Bachelor's Degree, 53%
Most common major	Business	Business
Most common college	Stanford University	Stanford University

Transfer agent vs direct sales agent demographics

Here are the differences between transfer agents' and direct sales agents' demographics:

	Transfer Agent	Direct Sales Agent
Average age	43	43
Gender ratio	Male, 42.3% Female, 57.7%	Male, 58.0% Female, 42.0%
Race ratio	Black or African American, 5.6% Unknown, 4.1% Hispanic or Latino, 11.7% Asian, 11.6% White, 66.8% American Indian and Alaska Native, 0.2%	Black or African American, 5.8% Unknown, 4.2% Hispanic or Latino, 12.4% Asian, 9.3% White, 68.2% American Indian and Alaska Native, 0.2%
LGBT Percentage	6%	6%

Differences between transfer agent and direct sales agent duties and responsibilities

Transfer agent example responsibilities.

Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
Adhere to FDCPA regulations, federal, state and local law provisions.
Research inquiries and provide appropriate feedback including company policies, IRS regulations and compliance requirements.
Provide information to clients on Fidelityproducts, services, operational procedures, including 401k, transaction and NAV quotes.
Answer complex financial inquiries including, fund and market performance, taxation (cost basis, IRS forms, etc.
Demonstrate strong understanding of Comcast products, promoting and selling offerings to individual customers by knocking every door within assign territories.

Direct sales agent example responsibilities.

Increase customer understanding of Comcast products and pricing models as well as competitive advantage over other service providers.
Produce call reports and CRM dashboards.
Demonstrate strong understanding of Comcast products, promoting and selling offerings to individual customers by knocking every door within assign territories.
Contact new and existing customers to discuss how TWC products can meet their needs.
Maintain a professional, respectful, and helpful demeanor as a representative of TWC.
Communicate ongoing contact activity utilizing Salesforce.com.

Transfer agent vs direct sales agent skills

Common transfer agent skills

Customer Service, 27%
Inbound Calls, 13%
Outbound Calls, 12%
TA, 6%
Debt Collection, 6%
Transferring Calls, 3%

Common direct sales agent skills

Customer Service, 25%
Medicare, 15%
Health Insurance, 12%
Direct Sales, 11%
Underwriting Process, 6%
Product Knowledge, 5%

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Sales Industry
Transfer Agent
Transfer Agent vs Direct Sales Agent

Updated January 8, 2025

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