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Market and Sell Products and Services

 

2.    Market and Sell Products and Services

a.    Develop and manage marketing plans

                                          i.    Generate leads

                                        ii.    Perform sales calls

                                       iii.    Record outcome of sales process

                                       iv.    Perform cross-selling

b.    Acquiring marketing material and supplies

c.    Marketing products/services to relevant member segments

d.    Create marketing pieces

e.    Marketing to SEGs

f.     Sell credit life and disability insurance

g.    Develop and manage pricing

                                          i.    Mortgage loan rate setting

                                        ii.    Consumer loan rate setting

                                       iii.    Deposit account rate setting

                                       iv.    Fees

Schoenherr Consulting * 10146 Northwind Dr * Indianapolis * IN * 46256 Phone: (317) 915-7501 * www.schoenherrconsulting.com