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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Meet clients outside of the office to establish client needs and recommend appropriate products and services
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Consistently meet or exceed Company production objectives by persistently addressing 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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Analyze, prepare and deliver presentations and seminars to clients through the effective use of information, data and product knowledge
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Sell products that are aligned with individual client needs and that are in the best interest of the client
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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:
* 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.