Metlife Financial Services Representative Resume

Posted in Representative Resume Examples

Jose Webb

2532 Dane Street

Spokane WA 99201



Job Objective Seeking a job within MetLife, Inc. as Financial Services Representative.

Highlights of Qualifications:

  • Ability to answer and document incoming calls
  • Ability to learn, prospecting and selling processes
  • Ability to explain the products to clients and colleagues
  • Ability to understand math and financial concepts
  • Ability to incorporate lessons learned to anticipate and plan for future challenges
  • Strong influencing and interpersonal skills
  • Sound communication skills

Professional Experience:

Financial Services Representative

Sedona Group, Spokane WA

November 2006 – Present

  • Executed business development strategies to acquire fresh prospects.
  • Evaluated clients’ financial needs and goals and extended assistance to clients comparing various investment products.
  • Analyzed financial strategies outlined to help clients acquire their long-term goals.
  • Executed prospecting activities.
  • Coordinated with personnel to acquire fresh prospects.

Financial Services Representative

Sterling Savings Bank, Spokane WA

February 2001 – October 2006

  • Carried out needs analysis and acquired Insurance licenses and securities registrations to market MetLife products.
  • Managed customer requirements and policies.
  • Nurtured relationships with Home and Head office Headquarters.
  • Imparted assistance to clients with regard to suitable MetLife products.
  • Conducted financial needs analysis.


Bachelor’s Degree in Finance

Spalding University, Louisville, KY

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  • March 1, 2020Create Date
  • March 1, 2020Last Updated

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