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Financial Services Representative in Paramus, NJ

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COMPANY

MetLife Premier Client Group

Base Salary: 100% commission
Total Comp: Not Listed
Location:
Industry: Financial
Benefits: Yes
Customers: All
Car Allowance: No
Sales Cycle: salesCycle
Travel: Only in Territory
New Jersey:, Paramus

JOB DESCRIPTION

Mar 14, 2016
Title: Financial Services Representative
LOB/Department: MetLife Premier Client Group
Reports to: Managing Sales Director
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.
Click here to see a career preview!
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 proud to be an equal opportunity/affirmative action employer. We are
committed to attracting, retaining and maximizing the performance of a diverse
and inclusive workforce. It is the policy of MetLife to ensure equal employment
opportunity without discrimination or harassment on the basis of race, color,
creed, religion, national origin, alienage or citizenship status, age, sex, sexual
orientation, gender identity or expression, marital or domestic/civil partnership
status, disability, veteran status, genetic information or any other basis protected
by law. 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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