Experienced Financial Services Representative
New England Financial - Tucson, AZ

This job posting is no longer available on New England Financial. Find similar jobs: Experienced Financial Service Representative jobs - New England Financial jobs


Job Number:



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

L0912280898[exp0815][All States][DC]

Equal Opportunity and Affirmative Action Employer

The Company reserves the right to right to change, alter, amend or discontinue any of its programs and/or requirements at any time.

Metropolitan Life Insurance Company(MLIC), New York, NY 10166. Securities offered through MetLife Securities, Inc.(MSI)(member FINRA/SIPC). 1095 Avenue of the Americas, New York, NY 10036. MLIC & MSI are MetLife companies.

New England Financial is the registered mark for New England Life Insurance Company(NELICO), Boson, MA 02116. Securities offered through New England Securities Corp.(NES)(member FINRA/SIPC). 1095 Avenue of the Americas, New York, NY 10036. NELICO & NES are affiliates.

New England Financial - 20 months ago - save job - block
Recommended Jobs
JD Mellberg Financial - Tucson, AZ
Indeed - 30+ days ago
Easily apply

Service Advisor - Tucson
AAA Arizona - Tucson, AZ
AAA Arizona - 23 days ago

Vietnamese <> English Bilingual Interpreter
CyraCom International Inc. - Tucson, AZ
CyraCom International Inc. - 30+ days ago
About this company
23 reviews