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Financial Planner - Entry Level or Experienced

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Job Snapshot
Location:
Lake Oswego, OR 97251
Other Pay:
Salary + Commission + Benefits
Employee Type:
Full-Time
Industry:
Banking - Financial Services
Sales - Marketing
Insurance
Manages Others:
No
Job Type:
Sales
Marketing
Banking
Experience:
None
Travel:
Up to 25%
Division:
Financial Planning
Post Date:
11/15/2009
Contact Information
Contact:
Jenny Zarelli
Phone:
425-945-1453
Description

We invite you to explore a career opportunity with one of MetLife’s leading agencies...

 

Pacific Northwest Financial Associates, an office of MetLife, an upscale full comprehensive planning firm servicing the needs of individuals and businesses throughout the Northwest region.

 

As a MetLife Financial Planner, you help your clients with every aspect of their financial lives. You help them identify their financial goals and, with one of the finest support teams available, create a comprehensive plan to help them achieve those goals. 

Are you a self-driven, hard working individual looking for a high-impact, fast-paced career?

Do you want to make a significant, positive impact on people’s lives? Do you have a track record of integrity and success? Then consider a career with MetLife!

 

In business for yourself…

As an established MetLife Financial Planner, you are in control of your life and your future.

 

  • You set your own schedule and determine your own priorities
  • You control your own income
  • You have no territorial boundaries
  • You can pursue many career paths, including management

                                            ...but not by yourself!

you won’t be alone. MetLife will be supporting you all the way with:

 

  • A recognized and respected brand that your clients will trust
  • Financial support to help you get started in business (or transition to MetLife if you  are experienced)
  • An extensive training program, including support in achieving various industry designations, such as
  •  CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and coaching by seasoned professionals
  • An exceptional support team of financial planners, attorneys and case design specialists to help you give your clients the best advice, every time
  • Our product listing has no bearing on the Financial Planning process
  • Generous compensation, bonus, and benefit programs
  • Office space, equipment and administrative support

 

...MetLife Difference

 

Below are some examples of the recognition we have received over the years:

 

  • Diversity Inc’s Top 50 Companies for Diversity
  • Top 100 Companies for Working Mothers
  • Employer of Choice Award – Society for Human Resource Management
  • Employer of Choice Award – Minority Corporate Counsel Association (MCCA)
  • Top Ranked Companies in America – Human Rights Campaign Foundation
  • Top 100 Companies – Hispanic Magazine
  • INROADS #1 Insurance Company
  • Top Ten Sponsoring Company – INROADS
  • FORBES Magazine – America’s Best Managed Company

 

Compensation:

 

 We provide a competitive compensation package and a transition sign-on bonus for experienced producers plus a superior and comprehensive benefits package.

We continue our commitment for furthering the growth of your practice through education advancement by offering FULL tuition reimbursement for industry designations, including a specially designed CFP/MBA program.

Requirements

Desired Personal Attributes:

 

  • Business ethics and integrity
  • Excellent communication and interpersonal skills
  • Strong desire to excel in career with a track record of success in prior academic and/or career
  • Entrepreneurial
  • Self-motivated
  • Self-disciplined
  • Competitive drive and achievement oriented
  • Bachelors degree preferred with a Business, Finance or Marketing emphasis.

 

Preferred Experience:

 

  • 2 years of experience selling financial products, such as life insurance, disability income insurance, and long-term care insurance, annuities, mutual funds, and other securities.
  • State insurance license
  • FINRA registration (Series 7, 66).
  • Proven experience in advanced markets, such as: Estate Planning, Charitable Giving, Small Business Owner Markets, Business Succession, Qualified Requirement Planning, Non-Qualified Executive Benefits, Fee-Based Asset Management, Fee-Based Financial Planning.

 

All applicants will be subject to a thorough background check, including criminal and credit checks.

 

Questions?
Contact:
Jenny Zarelli
425-945-1453

[Click Here to Email Your Resumé]

L0509038884[exp0610][ID,MT,OR,WA]

MetLife is an Equal Opportunity Employer.

Some health insurance products offered by unaffiliated insurers through the Enterprise General Insurance Agency Inc(EGA)., 300 Davidson Avenue Somerset, NJ 08873-4175.  Metropolitan Life Insurance Company (MLIC), New York, NY 10166. Securities products and investment advisory services offered by MetLife Securities, Inc. (MSI)(member FINRA/SIPC) a registered investment advisor. EGA, MLIC and MSI are MetLife companies.

  

  

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