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MetLife

Sells life insurance and workplace benefits

Sales Associate

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeAustraliaNo salary listedIn-person

About the Job

Requirements

  • Deep knowledge of retail insurance products and how they are underwritten.
  • A strong customer service focus and ability to help people and deliver service.
  • Ability to use data to identify trends and opportunities.
  • Ability to develop collaborative relationships with internal and external stakeholders and use strategic influencing skills to align organizational resources behind sales objectives.
  • Understanding of key trends in the Australian life insurance and wealth management industry.
  • Planning and organizational skills, including managing competing priorities and deadlines and establishing and implementing plans.
  • Ability to communicate clearly and concisely, communicate with impact and credibility, influence others using persuasive arguments, and adapt language, style, and terminology to the situation.
  • Two years of experience in a similar role; experience in the financial services industry is preferred.
  • RG146 qualification.
  • An appropriate tertiary qualification, preferably in Business with a major in Finance, Accounting, or Financial Planning, or a desire to study toward one.

Responsibilities

  • Work with the State and Sales Managers to provide administration support and training to adviser stakeholders on MetLife products, systems, and processes to increase sales to MetLife.
  • Support adviser stakeholders with quoting and application processing.
  • Manage items in suspense that are delayed due to the adviser or practice.
  • Prepare state-based reporting and analysis.
  • Coordinate and implement state-based events such as Friday Forums, PD Days, and conferences, leveraging Marketing, Advice, and Licensee strategic plans.

Desired Qualifications

  • Knowledge of and experience with insurance quoting systems.
  • Expert use of Excel, including macros.
  • Salesforce experience.
  • Knowledge of the financial services industry, including how practices and advisers work.
  • Understanding of MetLife competitors, including key offerings and relationship strategies.
  • Experience in a similar role within the financial services industry.

About the Company

MetLife

Sells life insurance and workplace benefits

MetLife sells life, dental, disability and other insurance, along with annuities and retirement products, to individuals and to employers that offer them as workplace benefits. It is one of the largest US life insurers and a major supplier of group benefits to American employers, with insurance businesses across Asia, Latin America, Europe and the Middle East. Customers pay premiums for coverage, and MetLife invests those funds and also manages money for outside clients through its asset management arm. Its retirement business takes over pension obligations from employers and pays the monthly benefits owed to their retirees. MetLife was founded in 1868 and is based in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1868

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