Transfer agent vs mutual funds agent

Differences between transfer agent and mutual funds 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.
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Mutual funds agent example responsibilities.

• Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
• Provide prospects and clients with financial plans and sell securities and insurance consistent with say plans.
• Demonstrate strong understanding of Comcast products, promoting and selling offerings to individual customers by knocking every door within assign territories.
• Demonstrate strong understanding of Comcast products, promoting and selling offerings to individual customers by knocking every door within assign territories.