Listing Info

Title: Financial Services Representative
Location: United States-Connecticut-West Hartford
Other Locations: null

Summary Of Responsibilities

Financial Services Representatives (FSRs) are responsible for the marketing, sale and service of New England Financial products that meet the needs of clients. Establish a financial services practice that upholds New England Financial 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 team's or firm's objectives
• Ability to learn and adhere to compliance regulations and all New England Financial policies and procedures in regards to the sale and service of all New England Financial products
• Knowledge of, or the ability to learn New England Financial 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

Equal Opportunity And Affirmative Action Employer

The Company reserves the right to right to change, alter, amend or discontinue any of its programs and/or requirements at any time.

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