Concierge Specialist - Brighthouse Financial

  • Company: MetLife
  • Location: Charlotte, North Carolina
  • Posted: December 14, 2016
  • Reference ID: 35541
In January 2016, MetLife announced a plan to pursue the separation of a substantial portion of its U.S. Retail segment. Once separated, the new business will be called Brighthouse Financial.
Brighthouse Financial will serve customers the way they want, need and deserve. It will focus on eliminating the complexity, confusion and cost that can get in the way of many Americans who are seeking financial security. We will bring products to the market that add value to our customers' lives, and will be guided by a common set of values that focus on the customer and drive accountability.
Brighthouse Financial is seeking high-performing team members who are passionate about the company's mission.  We are laser-focused on adding value to our customers and minimizing complexity in every decision and action. We are building high performing teams who set the bar high and hold each other accountable.
As a part of the MetLife / Brighthouse Concierge team, you will be taking incoming calls from financial advisors regarding our suite of Life products and solutions, refer qualified  leads, cases and/or sales opportunities to the Business Development Professional and/or the External Wholesaler  and provide basic product illustration upon request. You will consult on products as well as directing resource support.
Job Location
United States : North Carolina : Charlotte
Alternate Job Location
Not Applicable : Not Applicable
Principle Responsibilities
  • Associates will be expected to answer, take ownership of, document inbound calls and provide professional sales support in regards to our product provisions and positioning.
  • Handles majority of inbound calls and direct to appropriate areas.
  • Researches, resolves customer requests and discusses basic solutions.
  • Participate in special projects as needed.
  • Identify and refer qualified  sales opportunities to Business Development Specialists
  • Create and provide basic illustration upon request
  • Solving advisors problems while providing an excellent advisor experience.
  • Full accountability and ownership of problems until resolution is complete
Required Qualifications
  • 2+ years experience interacting with customers
  • High School Diploma or Equivalency
  • Must obtain FINRA Series 6 & Series 63 within 120 days of hire
  • Ability to be Life & Health licensed with Variable Authority in all states MetLife / Brighthouse Financial conducts business
  • If currently not licensed, then passing the Life & Health Insurance License with Variable Authority exam in your state of residency is required for your employment as well as being able to obtain non-residence licenses in all states required for compliance within 120 days of hire..
  • In order to post for this position, you need the proper work authorization to work in the country where the position is located and not require relocation assistance
Preferred Qualifications
  • 1+ year of industry experience
  • Able to communicate clearly and concisely
  • Expected to maintain a thorough knowledge of existing, new and enhanced products to provide first class service experience
  • Bachelor's degree or equivalent of experience and education
  • Advanced degrees or industry designation a plus.
  • High degree of professionalism
  • Conscientious and detail oriented
  • Ability to work independently and collaborate in a team environment
Business Category
Americas Region
Number of Openings
MetLife is a proud equal opportunity/affirmative action employer committed to attracting, retaining, and maximizing the performance of a diverse and inclusive workforce. It is MetLife's policy to ensure equal employment opportunity without discrimination or harassment based on race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, uniformed service member or veteran status, or any other characteristic protected by law.
MetLife maintains a drug-free workplace.
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