Career Opportunities
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
New England Financial.
· 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
Job Requirements:
· Appropriate Securities 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
New England Financial is an Equal Opportunity Employer.
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