Financial Services Team Associate
New England Financial - Charlotte, NC

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Financial Services Team Associate (
Job Number: THO00582 )


This job can become a career and lead an individual to a life of significance, where the individual will positively impact peoples’ lives. We at MetLife believe this significant responsibility offers a unique opportunity to learn this business and develop a career as a trusted financial professional.

Summary of Responsibilities:

The Financial Services Team Associate will complete a six-month MetLife training program which includes a combination of structured classroom and on-the-job learning with a focus on building an understanding of the industry landscape, MetLife financial solutions and services, organizational infrastructure, and sales skills. The trainee will obtain required licenses. This role will also have opportunity for direct client contact, subject to licensing and registration requirements.


Principal Responsibilities:

1. Complete and participate in all required MetLife learning and training – including successful completion of a six month training program

2. Develop knowledge and applied understanding of products and sales concepts, including life insurance, disability income insurance, long-term care insurance, annuities, investments and solutions to help clients reach their financial objectives. Learn the context in which they operate most effectively for clients

3. Partner effectively with seasoned financial professionals, including but not limited to meetings with the members of a team and their clients, and agency/company personnel

4. Learn and comply with all applicable industry and Company rules and regulations

5. Learn to leverage data, market trends, and industry knowledge for business and marketing plans

6. Learn best practices in client service through observation, simulations, and classroom training

7. Demonstrate an understanding of books, records and accounts required by MetLife

8. Attend required meetings and training sessions

9. Learn systems and reports to measure performance results and track activities and progress

10. Learn sales competencies

11. Ability to travel outside of the office to meet clients when and where they are available

12. Perform other related duties as assigned or required

13. Study for and become registered and licensed as required

14. Obtain FINRA Registration and State Licensing: Life/Health, Series 7 and Series 66. Property and Casualty license may also be required

Knowledge/Skills/Competencies Required: · Business ethics, honesty and integrity
· Strong influencing and interpersonal skills
· Strong verbal and written communication skills
· Client-centric focus
· Demonstrated ability to balance working autonomously while contributing to the team’s or firm’s objectives
· Ability to learn and adhere to compliance regulations and all MetLife policies and procedures with regards to the sale and service of all MetLife and affiliates’ products and client solutions
· Knowledge of, or the ability to learn MetLife financial solutions and explain the products and sales concepts 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
· Commitment to further development and education to acquire advanced skills
· 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
· Ability to work efficiently with technology and use company sales platforms
Job Requirements: · Bachelor’s Degree or equivalent experience
· Must be authorized to work in the United States without Company sponsorship
MetLife is proud to be an equal opportunity/affirmative action employer.

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