Financial Services Representative
Job Field: Office Jobs
Location: Texas
JOB SUMMARY:
Title: Financial Services Representative
Location: United States-Texas-Dallas
Other Locations: null
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:
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Develop and cultivate client base
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Consistently meet or exceed Company production objectives by persistently achieving the needs of the client.
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Market and sell appropriate products, including life insurance, disability income insurance, long-term care insurance, annuities, and investments.
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Comply with all industry and Company rules and regulations.
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Utilize data, market trends, and industry knowledge to develop and implement a personal business and marketing plan
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Meet clients inside and outside of the office to establish client needs and recommend appropriate products and services.
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Analyze, prepare and deliver presentations and seminars to clients through the effective use of information, data and product knowledge.
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Responsible for the appropriateness of all products sold to customers.
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Demonstrate outstanding client service and support by continuing to assist current clients in achieving their changing financial objectives
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Actively participate in on-going training as provided by the Company.
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Maintain all books, records and accounts required by MetLife.
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Attend firm meetings and required training sessions.
Knowledge/Skills/Competencies Required:
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Business ethics, honesty and integrity
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Strong influencing and interpersonal skills
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Customer service focused
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Demonstrated ability to balance working autonomously with contributing to the teams or firms objectives
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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
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Knowledge of, or the ability to learn MetLife products and explain the products to clients and colleagues
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Knowledge of, or the ability to learn, prospecting and selling processes, and the ability to manage the delivery of these systems
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Ability to manage own performance effectively; ability to adjust schedule in order to respond to ambiguity, obstacles and opportunities.
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Ability to incorporate lessons learned to anticipate and plan for future challenges/opportunities.
Job Requirements:
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Have or willing to obtainappropriate FINRA Registration and State Licensing: Life/Health, Series 6/7, 65/66, 63 as applicable
* High School Diploma or Equivalent
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.<?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" />
MetLife is an Equal Opportunity and an 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.
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