Financial Services Representative
New England Financial - Foster City, CA

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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 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 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.

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