Treasury agent vs sales special agent

Differences between treasury agent and sales special agent duties and responsibilities

Treasury agent example responsibilities.

• Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
• Process credit card sales for deposit to FEC bank accounts.
• Serve as the FEC customer's contact.
• Process 10,000 plus incoming account receivables as a CRT operator.
• Perform critical problem solving analysis and resolution of conflicts in reservations, billing, operation and citations issue during rentals.
• Review life insurance, annuities, investment, and international banking documentation for operational and regulatory compliance.

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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