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Financial Services Representative

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Job Snapshot
Location:
9200 South Hills Blvd
Suite 100
Cleveland, OH 44147
Employee Type:
Full-Time
Industry:
Accounting - Finance
Insurance
Sales - Marketing
Manages Others:
No
Job Type:
Finance
Insurance
Sales
Education:
4 Year Degree
Experience:
At least 2 year(s)
Post Date:
11/5/2009
Contact Information
Contact:
Noreen Heym
Phone:
440-746-8779
Ref ID:
kalpesh
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.
  • 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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