Financial Services Representative Job in Indianapolis 46201, Indiana US
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.
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: · 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 MetLife is an Equal Opportunity Employer L0610113119[exp0513][All States]
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