Experienced Financial Services Representative
MetLife - Tucson, AZ
Description

Financial Services Representatives (FSRs) are responsible for the marketing, sale and service of MetLife products that meet the needs of clients. Establish a financial services practice that upholds MetLife Vision and Values.

Principal Responsibilities:
Develop and cultivate client base

Consistently meet or exceed Company production objectives by persistently achieving the needs of the client.

Market and sell appropriate products, including life insurance, disability income insurance, long-term care insurance, annuities, and investments.

Comply with all industry and Company rules and regulations.

Utilize data, market trends, and industry knowledge to develop and implement a personal business and marketing plan

Meet clients inside and outside of the office to establish client needs and recommend appropriate products and services.

Analyze, prepare and deliver presentations and seminars to clients through the effective use of information, data and product knowledge.

Responsible for the appropriateness of all products sold to customers.

Demonstrate outstanding client service and support by continuing to assist current clients in achieving their changing financial objectives

Actively participate in on-going training as provided by the Company.

Maintain all books, records and accounts required by MetLife.

Attend firm meetings and required training sessions.

Qualifications

Knowledge/Skills/Competencies Required:
Business ethics, honesty and integrity

Strong influencing and interpersonal skills

Customer service focused

Demonstrated ability to balance working autonomously with contributing to the team’s or firm’s objectives

Ability to learn and adhere to compliance regulations and all MetLife policies and procedures in regards to the sale and service of all MetLife products

Knowledge of, or the ability to learn MetLife products and explain the products to clients and colleagues

Knowledge of, or the ability to learn, prospecting and selling processes, and the ability to manage the delivery of these systems

Ability to manage own performance effectively; ability to adjust schedule in order to respond to ambiguity, obstacles and opportunities.

Ability to incorporate lessons learned to anticipate and plan for future challenges/opportunities.

Job Requirements
Must have experience in sales for a financial serves firm whose primary lines of business include life insurance and annuities and:

Earned at least 25% of income from the sale of life and annuity products within the last 3 years (last 36 consecutive months)

Have at least $93,600 FY GDC ($40,000 of proprietary FYC) proprietary equivalent production from the previous calendar year

Earned more than $26,000 from the sales of life insurance and annuities products within the last 3 years

Appropriate FINRA Registration and State Licensing Life/H, Series 6,/7, 65/66, 63 as applicable

High School Diploma or Equivalent

Obtain licenses to sell MetLife Products

Must be a US Citizen or permanent resident

MetLife is an Equal Opportunity Employer
L0810122982[exp0713][All States][DC

Tucson,AZ
Requisition Number: PAC06128

MetLife - 17 months ago - save job - block
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The breadth of careers at MetLife offers unlimited possibilities for your professional life. More than life insurance. Much more. MetLife is...