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Job Description:

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:

  • 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.

Qualifications - 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: 

  • 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 Citizen or permanent resident

For more information or to apply for this position, please contact:

Bonnie DeVito
Agency Recruiting Director
MetLife
399 Knollwood Rd., Suite 316
White Plains, NY 10603
Phone: (914) 272-3683
Fax: (914) 946-5732

Metropolitan Life Insurance Company, New York, NY 10166
MetLife is an Equal Opportunity Employer
 
 
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