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Job Posting Details
MetLife  see all jobs
Financial Services Representative-Entry Level or Experienced 
Compensation: Salary + Commission + Bonus 
CA-Murrieta 

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.
 

Requirements:

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:
• 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



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