Title: Financial Services Representative:
Reports to: Agency Sales Director/Managing Associate
Summary of Responsibilities:
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:
1. Develop and cultivate client base
2. Consistently meet or exceed Company production objectives by persistently
addressing the needs of the client.
3. Market and sell appropriate products, including life insurance, disability
income insurance, long-term care insurance, annuities, and investments.
4. Comply with all industry and Company rules and regulations.
5. Utilize data, market trends, and industry knowledge to develop and
implement a personal business and marketing plan
6. Meet clients inside and outside of the office to establish client needs and
recommend appropriate products and services.
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 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 team's or firm's 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:
Prior Sales/Marketing experience a plus
Bachelors Degree
Must be a US Citizen or permanent resident
Metropolitan Life Insurance Company, New York, NY 10166
MetLife is an Equal Opportunity and an Affirmative Action Employer
L09112066Dz[exp0912][All States][DC
Location: Baltimore, MD.
Compensation: starting base salary, plus commissions, full benefits package
Principals only. Recruiters, please don't contact this job poster.
Please, no phone calls about this job!
Please do not contact job poster about other services, products or commercial interests.