Experienced Financial Services Representative
New England Financial 31 reviews - Brookfield, WI

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Experienced Financial Services Representative (
Job Number: NEW53988 )

Financial Services Representatives (FSRs) are responsible for the marketing, sale and service of New England Financial products that meet the needs of clients. Establish a financial services practice that upholds New England Financial 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 New England Financial.
  • Attend firm meetings and required training sessions.

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 New England Financial policies and procedures in regards to the sale and service of all New England Financial products
  • Knowledge of, or the ability to learn New England Financial 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

New England Financial is an Equal Opportunity Employer

L0810122982[exp0713][All States][DC]

About this company
31 reviews
New England Financial is one of the country's premier financial services organizations. Based in Boston, Massachusetts, New England...