Director - Advanced Markets - MetLife - New York

Job description
Summary Of Responsibilities
The Advanced Markets Director position provides traditional Advanced Markets Support including Case Consultation, Training, and Attendance at Client Engagement meetings on business and estate planning cases. Acts as a liaison between the Firm and the home office Advanced Markets area.

Principal Responsibilities
Helps Financial Representatives (FSRs) with analysis, design and the development of a client strategy, and where appropriate, assists in client engagement on a joint call.


Plans, schedules and manages all firm training related to Advanced Markets, distinguishing between the needs of FSRs in years one through four, as well as top producers.

Works with FSRs on holistic, consultative approach to casework utilizing the Client Engagement Model (CEM).

Conducts client seminars and networking sessions with local Centers of Influence. Manages and organizes material and support provided to the Firm by the home office Advanced Markets department, internal/external wholesalers, etc. to capitalize on timely sales ideas and leverage best practices.

Acts as a liaison between the Firm and the home office Advanced Markets group. Acts as a liaison and a resource to FSRs.

Acts as a of knowledge for all available company and industry Advanced Markets materials and resources, with particular focus on Advanced Markets content available on the portal.

May be given responsibility to manage Advanced Marketsresources and set Advanced Markets priorities, along with reporting the progress toward meeting related business plan goals to the Managing Partner and Senior Regional Vice President. Manages relationships with top producers through conference calls and book of business analysis for potential prospects.

Thorough familiarity with product portfolio, the Advanced Markets concepts on the MetLife Solutions web-based illustration system, and a working knowledge of products and services available throughout the industry.

Understands and utilizes Advanced Markets software programs to enhance sales presentations; ex: Impact PlanLab Wealth Suite, Social Security Explorer, Profiles Professional/Forecaster and Broadridge/ForeField Advisor.

Familiarity with legal documents, such as wills, revocable and irrevocable trusts, and business succession agreements, help FSRs provide planning to prospects/clients.

Supports the special needs planning market.

Encouraged to participate in local and national industry associations, such as AALU and their local Estate Planning Council.

Completes Continuing Education requirements to maintain licenses. Obtain professional designations and FINRA registrations, as required.

Knowledge/Skills/Competencies

Outstanding customer service oriented demeanor.

Five years of comprehensive, real-world knowledge of business and estate planning techniques and their applications to the small business and affluent market.

Possess a good understanding of the life insurance sales process as well as the legal and tax aspects of the sale.

Proficient at public speaking and training, including the ability to simplify complex issues and to present them in a sales-oriented manner.

Must be able to work independently, as well as interact with various field and home office units.



Job Requirements

Professional Designation required: JD and/or CPA

Additional Desirable Designations: CFP, CLU, ChFC, MBA, MSFS, CASL, AEP FINRA Series 7

If presenting financial plans, incumbent must be IAR regulated

Americas Region

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