Underwriting sales representative vs licensed insurance agent

Differences between underwriting sales representative and licensed insurance 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 insurance agent example responsibilities.

• Explain and advice the customers about the insurance needs, handle objections and sale the Allstate company advantage.
• Work with people in retirement helping manage their health and life insurance, also help structure their 401k's into annuities.
• Used consultative upselling techniques to provide leads
• Quote and sell home, mobile home, renters, auto, and motorcycle policies.
• Process application on auto, homes, workers comp, trailer, motorcycle, commercial policies.
• Provide financial services through life insurance, disability insurance and annuities.
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