Financial Services Representative
MetLife - Madison, WI

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Summary of Responsibilities:
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.
L0912280898[exp0815][All States][DC]

Requisition Number: NEW53994

About this company
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