Financial Services Representative
North Shore Financial Group - Hauppauge, NY

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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

Qualifications

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.

Primary Location

:

United States-New York-Hauppauge

Work Locations

:

North Shore Financial Group NY (76J)

2929 Express Drive North, Suite 200

11749

Job Level

:

Individual Contributor

Job Type

:

Standard

MetLife - 2 years ago - save job
About this company
The North Shore Financial Group is committed to help you make the most informed financial decisions possible. We strive to be a trusted...