Underwriting sales representative vs licensed agent

Differences between underwriting sales representative and licensed agent duties and responsibilities

Underwriting sales representative example responsibilities.

• Manage Facebook and patient communication programs.
• Perform duties relating to the origination of residential first, second and equity credit lines on mortgage loans.
• Provide merchandising assistance to customers by building displays, negotiating placement, replenishing permanent secondary displays and using POS materials effectively.
• Work as an integral part of a national sales team that specializes in focusing on new business for Amica.
• Used consultative upselling techniques to provide leads

Licensed agent example responsibilities.

• Train and manage employees and achieve significant improvements in their productivity & maintain sales go9als consistently.
• Educate and advise in different investment products, such as life insurance and fix annuities.
• Work with clients to satisfy financial needs offering products such as life insurance, annuities, and Medicare supplements.
• Provide education on Medicare/ Medicaid coverage, rights and responsibilities.
• Provide objective information pertaining to coverage and how to obtain Medicaid coverage.
• Generate referral business and cultivate individual lead sources, using networking and prospecting techniques to grow potential sales opportunities.
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