MetLife Financial Education Resource Coordinator in Charlotte, North Carolina
Job Summary: Perform sales support related activities to optimize the sales outcomes of the supported sales force. Address and research clients’ questions and administration issues from MetLife sales force, producers, brokers, agents or prospect contacts; Facilitate resolution of their inquiries and issues typically via phone calls, correspondence or emails. Compile sales data or metrics from the sales force; Analyze, interpret and report out on sales results to guide business decisions; Maintain databases or oversee development of systems or tracking mechanisms to further enhance sales opportunities. Help develop and produce client proposals and presentations for producers. Develop, review, organize, and distribute marketing materials to facilitate effective competitive positioning of product line supported. Create and ensure overall strength and consistency of sales communications across supported sales organization.
Functional Responsibilities: Demonstrate a good amount of product knowledge which often requires certain insurance licenses (e.g. series 6, 63, Life & Health etc.). Frequent client interface, and may begin to build relationships with clients or internal contacts. Regularly exercise discretion and independent judgment according to FLSA criteria. Handle more diverse types of situations which requires identification and selection of solutions through application of acquired knowledge. Performs other related duties as assigned or required.
Supervisory Responsibilities: None. May serve as team leader but no formal, direct supervisory responsibility.
Typical Experience: Bachelor's degree or equivalent business experience. 3-4 yrs relevant experience. Series 6 and 63 licenses.