Disability Income Specialist (Disability Insurance Sales Specialist) Job in Tempe, Arizona US
Disability Income Specialist (Disability Insurance Sales Specialist)
SUMMARY OF RESPONSIBILITIES The Disability Income Specialist ("DI Specialist") is responsible for leading efforts in driving sales of Proprietary MetLife Disability Income (DI) products within the local Firm. The DI Specialist is primarily responsible for developing new marketing initiatives and leveraging existing relationships within the local Firm and community to drive new Proprietary MetLife Disability Income business. PRINCIPAL RESPONSIBILITIES - Develop Firm business plan to meet annual sales objectives for DI products to individuals and small businesses. - Responsible for partnering with producers in developing DI sales to existing individual and business customers. - Drive DI sales to meet the Firm's business plan. - Increase penetration rates of career producers placing proprietary DI products in the Firm. - Provide and facilitate training to local producers on DI products. - Maintain an expertise for both new and existing DI products developed by both MetLife and the external market. - Deliver information regarding new DI products, regulatory issues, new policies and procedures, etc., from the Home Office to the Firm. - Coordinate and facilitate producer license training (when necessary) to prepare producers for the required exams. Track producer required continuing education and keep management informed. - Coordinate, facilitate and manage all training and information meetings relating to DI products and product sales for the Firm. - Actively work with the Recruiting Director to develop and execute the recruiting strategy to attract qualified recruits to drive Disability Income sales. Assist the Recruiting Director in identifying strong candidates by sharing Centers of Influence and driving active recruiting strategies. - Contribute to the Firm's bulletin or newsletter with guidance and updates relevant to DI products and product sales. - Assist with recruiting candidates to the Firm. Interview candidates and make hiring recommendations to the management team. - Articulate the value proposition of DI products. - Analyze and summarize reports received from the Home Office. Report trends to management and uncover opportunities for additional DI sales. - Track the Firm's progress toward meeting the DI products business plan and report results to management. - Maintain a working knowledge of Company DI product compliance procedures, including new product releases; implement policies relating to DI and keep management and producers informed of modifications. Job Requirements SKILLS / KNOWLEDGE / COMPETENCIES REQUIRED - Minimum of three to five (3-5) years of insurance sales experience with growth in personal Disability Income production. - Have an understanding of the underwriting protocols associated with DI products. - Required licensing in your state of jurisdiction to sell DI products. - LUTCF course FA 211 Essentials of DI Insurance completed prior to appointment. - Certification, where necessary, in Company-sponsored training and development programs. - A Professional designation such as CLU, ChFC, RHU and/or CFP; one is required for the position or must be complete within 2 years of accepting this position. - Track record of success in financial service sales or sales management. - Problem solving, leadership, written and verbal communication, interpersonal and coaching skills. - Knowledge of state regulations as they relate to Disability Income Insurance. - May require knowledge of recruiting techniques, as well as the ability to market the value proposition of joining the Company to candidates. - Ability to identify producers training needs and provide effective training accordingly. - Knowledge of marketing systems, methods to identify markets, and ability to provide direction to producers in this area, - Knowledge of DI products and the ability to teach producers about these DI products. - Knowledge of prospecting and selling systems and the ability to deliver these skills and systems. - Knowledge of industry trends and field management best practices. - Knowledge of software programs utilized to analyze client portfolios/needs. Equal Employment Opportunity MetLife is proud to be an equal opportunity/affirmative action employer. We are committed to attracting, retaining and maximizing the performance of a diverse and inclusive workforce. How To Apply For immediate consideration, click on the Apply Now button below. You will be directed to complete an on-line profile which may take 15 - 20 minutes to complete. Upon completion, you will receive an automated confirmation email verifying you have successfully applied to the job.