Financial Services Representative
MetLife 1,233 reviews - West Palm Beach, FL

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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

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

  • Consistently meet or exceed Company production objectives by persistently addressing 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

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

  • Sell products that are aligned with individual client needs and that are in the best interest of the client

  • 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

  • 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:

    • Have or willing to obtain appropriate FINRA Registration and State Licensing: Life/Health, Series 6/7, 65/66, 63 as applicable

    • High School Diploma or Equivalent

    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.

    West Palm Beach,FL
    Requisition Number: CYP00543

    About this company
    1,233 reviews
    This is the place to be to make an impact with an award-winning team that always puts its customers first. MetLife is taking giant strides...