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Financial Services Representative in Brookfield, WI

This job is no longer available from MetLife
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Base Salary: Yes (amount not posted)
Total Comp: Not Listed
Industry: Financial
Benefits: Yes
Customers: All
Car Allowance: No
Sales Cycle: salesCycle
Travel: No Travel
Wisconsin:, Brookfield


Mar 14, 2016

At MetLife Premier Client Group, we are committed to providing clients with the holistic wealth and risk management solutions they need. Our Financial Services Representatives (FSRs) manage client relationships every day with that commitment in mind, finding fulfillment in making a difference while pursuing opportunities to learn, grow, and control their own destiny. The unique perspectives, products, and services our FSRs provide enable and embolden our clients to pursue more from life.

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Summary of Responsibilities:
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:
1. Develop and cultivate client base
2. Meet clients outside of the office to establish client needs and recommend appropriate products and services
3. Consistently meet or exceed Company production objectives by persistently addressing the needs of the client
4. Market and sell appropriate products, including life insurance, disability income insurance, long-term care insurance, annuities, and investments
5. Comply with all industry and Company rules and regulations
6. Utilize data, market trends, and industry knowledge to develop and implement a personal business and marketing plan
7. Analyze, prepare and deliver presentations and seminars to clients through the effective use of information, data and product knowledge
8. Sell products that are aligned with individual client needs and that are in the best interest of the client
9. Demonstrate outstanding client service and support by continuing to assist current clients in achieving their changing financial objectives
10. Actively participate in on-going training as provided by the Company
11. Maintain all books, records and accounts required by MetLife
12. 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 teams or firms objectives
* 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
* Knowledge of, or the ability to learn MetLife 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 or 7, 65, 66, or 63 as applicable

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.

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.