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Financial Services Representative - MetLife (Miami Beach, FL)
Posted:
Tuesday, January 1, 2013 1:01 PM
Title: Financial Services Representative Location: United States-Florida-Miami Other Locations: null Financial Services Representatives (FSRs) are responsible for the marketing, sale and service of New England Financial products that meet the needs of clients. Establish a financial services practice that upholds New England Financial Vision and Values. Principal Responsibilities: * Develop and cultivate client base * Consistently meet or exceed Company production objectives by persistently achieving the needs of the client. * Market and sell appropriate products, including life insurance, disability income insurance, long-term care insurance, annuities, and investments. * Comply with all industry and Company rules and regulations. * Utilize data, market trends, and industry knowledge to develop and implement a personal business and marketing plan. * Meet clients inside and outside of the office to establish client needs and recommend appropriate products and services. * Analyze, prepare and deliver presentations and seminars to clients through the effective use of information, data and product knowledge. * Responsible for the appropriateness of all products sold to customers. * Demonstrate outstanding client service and support by continuing to assist current clients in achieving their changing financial objectives. * Actively participate in on-going training as provided by the Company. * Maintain all books, records and accounts required by MetLife. * 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 New England Financial policies and procedures in regards to the sale and service of all New England Financial products * Knowledge of, or the ability to learn New England Financial 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 6/7, 65/66, 63, as applicable * High School Diploma or Equivalent * Must be a US Citizen or permanent resident New England Financial is an Equal Opportunity Employer. L0911206618[exp0912][All States][DC]
• Location:
Miami
• Post ID: 20302354 miami