Job Description
Financial Services Representative Job Description:
Perform prospecting activities, e.g., telephone and face-to-face methods to build client base.
Meet with business owners, human resource professionals, employees and individuals to acquire new clients.
Conduct needs analysis to determine lients’ financial and insurance needs.
Obtain licenses and registrations required to sell products offered by MetLife, including: life insurance, disability income insurance, annuities, mutual funds, employee benefit programs and other investment products.
Establish relationships with customers, sell MetLife products and close customer sales.
Service customer needs and policies effectively.
Manage relationships with Home and Head Office Departments, e.g. Underwriting.
Job Requirements
Financial Services Representative Job Requirements:
Good Communication skills
Effective interpersonal skills
Ethical - possess high integrity
Goal-oriented and a self-starter
Possess a high level of motivation to succeed
Enjoy working with people
Enjoy helping others
Work well independently
Motivate/inspire other people
Effectively explain complex information in simple, easy-to-understand terms
Value ongoing learning and education
Possess a track record of success in school, business, volunteer work, etc.
Insurance and annuities offered by Metropolitan Life Insurance Company; 200 Park Avenue; New York, NY; 10166. Mutual funds and other securities offered by MetLife Securities, Inc. (member NASD/SIPC).
Metropolitan Life Insurance Company, 200 Park Avenue, New York, NY 10166
MetLife is an Equal Opportunity Employer.
Keywords:
Insurance sales agent, Financial advisor, financial planner, financial counselor, financial analyst, Insurance sales, insurance agent, Investment, investment advisor, investment counselor, financial sales, agent, financial rep, financial representative, financial professional, series 6, series 7, series 63
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