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Job Summary

Company
MetLife
Location
Santa Rosa, CA 95401
Industries
Financial Services
Job Type
Full Time
Employee

MetLife Financial Planner - Trainee or Experienced -

About the Job

MetLife

Financial Planner

- Trainee or Experienced -

 


Be a Financial Planner

 

Most positions as a financial service representatives are merely commissioned insurance and/or securities sales. As a MetLife Financial Planners you can charge fees for the advice you provide to your clients, in the form of a written financial plan.

 

As a MetLife Financial Planner and a Financial Services Representative, you will help your clients with every aspect of their financial lives. You will first work with them to identify their financial goals, then with the help of our dedicated support team you will create a comprehensive plan which will enable you to help your clients implement  suitable solutions so they will have the greatest chance of reaching their desired goals.

 

Do you want to make a significant, positive impact on people’s lives? Do you genuinely love to help and guide people? Do you have a track record of integrity and success? Then consider a career as a MetLife Financial Planner and Financial Services Representative.

 

 In business for yourself…

 

As an established MetLife Financial Planner and Financial Services Representative, you are in control of your life and your future.

  • You set your own schedule and determine your own priorities
  • You control your own income
  • You have no territorial boundaries
  • You can pursue many career paths, including management

 …. but not by yourself!

 

You won’t be alone. MetLife will be supporting you all the way with:

  • A recognized and respected brand that your clients will trust
  • Financial support to help you get started in business (or transition to MetLife if you are experienced)
  • An extensive training program, including support in achieving various industry designations, such as CERTIFIED FINANCIAL PLANNER™, professional and coaching by seasoned professionals
  • An exceptional support team of financial planners, attorneys and case design specialists to help you give your clients the best advice, every time
  • There are no specific insurance or investment related product quotas.
  • Your will have access to an extensive list of proprietary and non proprietary insurance and investment product.
  • The Financial Planning process is a stand alone service where your objectivity is a must and is not tied to the sale of any insurance or investment product.
  • There are generous compensation, bonus, and benefit programs
  • Professional office space, equipment and administrative support
  • Access to

 MetLife Difference

As of 12/31/08:

  • The largest life insurer in the US
  • The largest non-medical group benefits provider in the US
  • Among Diversity Inc.’s Top 50 Companies in 2005
  • Named one of the 100 Best Companies by Working Mother Magazine in 2005 for the 7th consecutive year.
  • One of the Best Companies for Women of Color by Working Mother magazine 2006
  • Human Rights Campaign Foundation’s (HRC) "Best Places to Work for GLBT Equality" list

 Requirements

  • Bachelor’s degree or higher
  • Track record of success in prior academic and/or career endeavors
  • Self-motivated
  • Impeccable ethics and integrity
  • All applicants will be subject to a thorough background check, including criminal and credit checks.

Additional Information

 

Salary: For those who qualify:  Base salary plus fees, commissions and bonuses depending on qualifications and experience

 

Position Type: Full Time, Employee

 

 Please forward your resume and questions to:

                                                           

Jason Gilman

Jgilman@metlife.com

707-545-8353 Ext 103             

MetLife is an Equal Opportunity Employer.

Financial Planning, securities, and investment advisory services offered through MetLife Securities, Inc., (MSI) (FINRA/SIPC), and a Registered Investment Advisor.

 

Metropolitan Life Insurance Company (MLIC), New York, NY 10166.

 

MLIC and MSI are MetLife Companies. 

L0109013965[exp1209][CA]

 

                              

 
 

Job Tools

 
 

Contact Information

Jason Gilman

MetLife
120 Stony Point Road
Suite 120
Santa Rosa, CA 95401

Phone:  707-545-8353
Fax:  707-571-1021

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