Summary of Responsibilities:
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:
1. Develop and cultivate client base
2. Meet clients outside of the office to establish client needs and recommend appropriate products and services
3. Consistently meet or exceed Company production objectives by persistently addressing the needs of the client
4. Market and sell appropriate products, including life insurance, disability income insurance, long-term care insurance, annuities, and investments
5. Comply with all industry and Company rules and regulations
6. Utilize data, market trends, and industry knowledge to develop and implement a personal business and marketing plan
7. Analyze, prepare and deliver presentations and seminars to clients through the effective use of information, data and product knowledge
8. Sell products that are aligned with individual client needs and that are in the best interest of the client
9. Demonstrate outstanding client service and support by continuing to assist current clients in achieving their changing financial objectives
10. Maintain all books, records and accounts required by MetLife
11. 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 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:
• Have or willing to obtain appropriate FINRA Registration and State Licensing: Life/Health, Series 6 or 7, 65, 66, or 63 as applicable
Metropolitan Life Insurance Company(MLIC),
About Barnum Financial Group
Barnum Financial Group provides a full range of investment and risk management products and services to over 250,000 clients, including individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their employees in all fifty states.
With offices in Connecticut, Massachusetts, New Jersey, New York, and Rhode Island, Barnum has a team of resources to help create customized solutions to fit your goals and circumstances. Barnum strives to build long-term relationships with each client through understanding, quality service, integrity, and financial education.
Areas of focus include:
– Financial planning
– Retirement planning
– Risk management
– Tax minimization strategies
– Estate conservation
– Special care and elder care planning
– Career Specific Planning
– Philanthropic planning
Mission: With integrity and high standards of excellence, Barnum Financial Group enriches lives by providing quality financial advice, education and customized solutions to meet the unique needs for our clientele.
Securities, investment, advisory and financial planning services offered through qualified registered representatives of MSI financial services, inc. to be merged with and known as MML investor services, LLC in March 2017. Member SIPC www.SIPC.com