Financial Services Team Associate
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.
Complete and participate in all required MetLife learning and training – including successful completion of a six month training program
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
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
Learn and comply with all applicable industry and Company rules and regulations
Learn to leverage data, market trends, and industry knowledge for business and marketing plans
Learn best practices in client service through observation, simulations, and classroom training
Demonstrate an understanding of books, records and accounts required by MetLife
Attend required meetings and training sessions
Learn systems and reports to measure performance results and track activities and progress
Learn sales competencies
Ability to travel outside of the office to meet clients when and where they are available
Perform other related duties as assigned or required
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
Business ethics, honesty and integrity
Strong influencing and interpersonal skills
Strong verbal and written communication skills
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
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.
New England Financial - 19 months ago
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