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Otniel Menendez
Recruiting Coordinator
1819 Main St.
Suite #1300 (Penthouse)
Sarasota, FL 34232
Phone: (239) 896-1321
Fax: (239) 896-1141  "You can dream, create, design and build the most wonderful place in the world, but it takes people to make your dream a reality." - Walt Disney To maintain this commitment, we continue to seek professional men and women who are enthusiastic, motivated and ready to start their career as a Financial Services Representative. Ideal candidates will be entrepreneurial and have the ability to build and maintain long-term relationships that lead to unlimited financial success. At Coastal Wealth Management Group, we consider our clients' needs, goals and dreams to be of the highest priority. We believe in the value of long-term relationships, service, integrity and uncompromised quality.
Inexperienced Financial Services Representatives:
Job #00580 for Sarasota, Job #01780 for Fort Myers • 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. Qualifications
• 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 6/7, 65/66, 63 as applicable
• High School Diploma or Equivalent
• Must be a Citizen or permanent resident Contact: Otniel Menendez at 239-896-1321 For more information: http://www.metlife.com/careers/sales-jobs/new-financial-representatives/index.html?WT.ac=GN_careers_sales-jobs_new-financial-representatives MetLife is an Equal Opportunity Employer. Securities and investment advisory services offered by MetLife Securities, Inc. (MSI) (member FINRA/SIPC), and a registered investment advisor. Metropolitan Life Insurance Company(MLIC), New York, NY 10166.
Experienced Financial Service Representatives and
Financial Planners: Job # 01300 
Be in business for yourself... • You control your own income
• You have no territorial boundaries
• You can pursue many career paths, including management ...but not by yourself! • Personalized Marketing Plans with support to execute
• Lead generation programs
• Experienced team for business processing
• Multiple opportunities to do joint field work and grow your practice Qualifications Must have experience in sales with a Financial Services Firm whose primary lines of business include life insurance and annuities and have:
- Competitive drive and achievement
- Self discipline
- A team orientation
- A Series 6, 63, or 7 securities registrations and Life, Accident and Health Insurance licensed a plus
- Track record of successful work experience
- Must be a US Citizen or permanent resident.
There has never been a better time to make the decision to join MetLife. The combination of our continued commitment to help provide financial freedom for everyone, our strong history, and our progressive approach to growth provide a unique environment geared toward empowering our Financial Services Representatives. In short, we believe that clear vision is born of respect for the past and commitment to the future.
As one of the largest insurance and financial services companies in the world, MetLife offers:
- A competitive compensation and benefits plan
- A varied and innovative product portfolio
- Advanced training
- Field and technology support
- Sophisticated resources in local agencies
- The opportunity to take you career to new heights
By joining MetLife, you'll enjoy the full benefits of a brand name respected throughout the financial services industry. Our reputation is largely due to our commitment to the career agency system. Clients tell us that face-to-face interaction with a trusted financial services professional is important to them. It's important to us, too. As a Financial Services Representative, we know that you are the critical link between the company and our clients. We are committed to help you do what you do best - sell products and services to help your clients meet their financial objectives. And we are dedicated to not only help you make the transition to MetLife, but to help you for the rest of your career. Contact: Gary Mesko at 941-366-0687 ext.116
Ask us about our Financial Fellowship Program. The MetLife & New England Financial Financial Fellowship Program Title: Fellow/Intern Description MetLife and the New England Financial, in partnership with The American College, offers a financial fellowship experience unlike any other. This is a paid internship taking place in company sales offices around the country from June 11th through July 27th. The Financial Fellowship Program (FFP) provides the opportunity to learn how tobuild a career as a Financial Services Representative. The participants will learn about Marketing, Operations and Sales. In addition, interns will have both firm and academic training about the financial products that provide solutions to client needs. Upon completion of the program, fellows will have gained vital insight into creating a personal financial plan that can be used now and after graduation. Fellows are encouraged to contribute their ideas and make an impact while working with the best minds in the business and gaining first-hand knowledge of a career in the financial services industry. Fellowship Criteria
- Has interest in a career in the financial services industry
- If student, must be enrolled as a full-time undergraduate student in a 4 year college
- If student, has completed at least 90 semester hours or equivalent
- If student, has a cumulative GPA of at least 3.0 on a 4.0 scale
- Must be legally authorized to work in the United Statesat a location where the internship is offered
- Be able to work 25-40 hours per week for the designated seven weeks
- Attend scheduled webinars and complete training modules (in person at firm and online) while under daily supervision of a mentor
For more information: http://www.metlife.com/careers/development-programs/students/financial-fellowship-program.html Contact: Otniel Menendez at 239-896-1321 MetLife is an Equal Opportunity Employer Metropolitan Life Insurance Company, New York, NY10166. L0911209571[exp1012][All States][DC
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