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.
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
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
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
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.
United States-New York-Hauppauge
North Shore Financial Group NY (76J)
2929 Express Drive North, Suite 200
The North Shore Financial Group is committed to help you make the most informed financial decisions possible. We strive to be a trusted...