Financial Services Representative
MetLife - Westlake, OH

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Description

Summary of Responsibilities:
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.
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 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:
  • 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
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.

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.

L0912280898[exp0815][All States][DC]

Westlake,OH
Requisition Number: 21200965

MetLife - 15 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...