Points to make: We seek people who achieve a life of significance by helping others achieve it. Next Slide: Thank You
Points to make: You’re in business for yourself, but not by yourself. This is a career in professional sales and marketing. We sell financial products and services to people who have specific needs. A career as a Financial Services Representative is, first and foremost, a career in professional sales and marketing. The job is to meet clients’ needs. Next Step: What Clients are looking for?
These are the things we can assist you with to promote and develop your practice.
How we train our associates.
Ixp Value Prop2012
MetLife Pacific Southwest Jason J. Foster, Agency Sales Director Greater Los Angeles Area Rancho Cucamonga & MurrietaMetLife is an Equal Opportunity EmployerFOR RECRUITING PURPOSES ONLYMetropolitan Life Insurance Company (MLIC), New York, NY10166. Securities products and investment advisory servicesoffered by MetLife Securities, Inc. (MSI) (member FINRA/SIPC)and a registered investment adviser. Branch Office: 24 CenturyHill Drive, Latham, NY 12110. Phone: (518) 220-3000. MLICand MSI are MetLife companies. DO NOT DISTRIBUTE • FOR RECRUITING USE ONLY
Our Vision “Our Firm’s Advisors will connect with their clients through the delivery of objective advice, enabling them to make more intelligent decisions about their financial wellbeing.”DO NOT DISTRIBUTE • FOR RECRUITING USE ONLY •
Make a Difference • Protection • We protect families and businesses from the devastating financial impact of death or disability • Independence • Help our clients reach financial independence as well as other goals throughout their lives • Dignity • Offer dignity when clients can no longer take care of themselves • Legacy • Provide legacy to one’s heirsDO NOT DISTRIBUTE • FOR RECRUITING USE ONLY •
What Does a Financial Services Representative Do?Market Development Sales Development• Identify target markets • Develop long term relationships • Pre-Retirees •Face-to-face meetings • Young Families •Analyze financial needs • Existing Clients •Provide strategies to help• Build a referral based achieve goals and objectives practice •Manage changing financial• Build a network to needs penetrate marketsDO NOT DISTRIBUTE • FOR RECRUITING USE ONLY •
Building Your Business: Products and Services Meeting Client Needs for Financial Security through a Broad Range of Products and Services Individual Life Insurance Disability Income Insurance Financial Planning Investment and Advisory Products Retirement Planning Annuities College Funding Business Insurance and Planning Estate Planning Wealth Management Services Auto & Home Qualified and Non-Qualified Plans Center for Special NeedsDO NOT DISTRIBUTE • FOR RECRUITING USE ONLY •
We are a Leader in Our Industry MetLife is a leading provider of insurance and other financial services to over 70 million clients around the world #1 Life Insurer in US* #2 Annuity Sales Premiums** $3.8 Trillion Life Insurance In force*** 90 Million Clients Worldwide*** $730.7 Billion Total Assets*** Sources: * A.M. Best – based on total life insurance in force as of year-end 2010 ** LIMRA/VARDS as of 12/31/2010 *** MetLife, inc. as of 12/31/2010 For more information, please visit www.metlife.com.DO NOT DISTRIBUTE • FOR RECRUITING USE ONLY •
A Leader in Our Industry Ranked Top 10 in These Individual Product Lines Whole Life Variable Annuity Variable Universal Life Term Insurance Universal Life Individual Disability Who else can say this? Source: LIMRA/VARDS as of 12/31/2010 Includes all subsidiaries of MetLife, Inc. Top 10 Premium rankDO NOT DISTRIBUTE • FOR RECRUITING USE ONLY •
MetLife Brand One of the strongest brand names in the industry Supported by National and Local Print and TV advertising plan, in markets that will grow the bottom line Designed to address needs of today’s consumers and MetLife’s capabilitiesDO NOT DISTRIBUTE • FOR RECRUITING USE ONLY •
Strategic Partners: Mutual Fund & Investment Advisory Platforms 9DO NOT DISTRIBUTE • FOR RECRUITING USE ONLY •
Our Commitment to Community & Diversity “The strength of the company and the innovation that we exhibit is based on our commitment to inclusion and openness to new cultures, experiences and ideas. After all, the more inclusive a company is, the more growth- oriented and successful it will be for customers, shareholders, and of course, employees.” - Rob Henrikson, Chairman of the Board, MetLifeDO NOT DISTRIBUTE • FOR RECRUITING USE ONLY •
Our Firm Financial Planner / Financial Advisor / Financial Services Representative Personal Offices in: AZ, NM, NV, and Southern California Marketing Assistants Training Marketing/ Agency Director Agency Agency Director Recruiting Sales Of Recruiting Marketing Ted Director Director Operations Manager Coordinator Myzwinski Yolanda Jason Eva Katie Addie Estrada Foster Yang Jansen Vroom PlanSmart Advanced Long Term Investment Manager Market Care Agency Specialist Patti Specialist Specialist Support Marty Dyer Jim Hogan Phil Staff Battock Grossman Managing Director Harry AxfordDO NOT DISTRIBUTE • FOR RECRUITING USE ONLY •
Communities We Serve The MetLife Pacific Southwest was established to meet the needs of the Arizona, New Mexico, Nevada, and Southern California. Target Markets: – Medical Industry – Pre Retirees – Small Business OwnersDO NOT DISTRIBUTE • FOR RECRUITING USE ONLY •
Marketing Support • Personal Brochure • Delivering the Promise • Team Selling • MetLife Transitions Solutions • Press Releases • MetLife’s Special Needs Planning • Direct Mail Strategies • Business Planning • Seminars • Client Appreciation Events • Newsletters • Reception for Success • E-Relationship(email (for new associates) marketing) • Personalized website • Local AdvertisementsDO NOT DISTRIBUTE • FOR RECRUITING USE ONLY •
Training and Professional Development • Practice Management • Tuition Reimbursement for Industry Designations • Business Planning – Life Underwriter Training Council • Mentorship Program Fellow (LUTCF) – Chartered Life Underwriter (CLU) • Joint Work – Chartered Financial Consultant • Study Groups (ChFC) – CERTIFIED FINANCIAL • Segmented Training PLANNER™, practitioner (CFP®) – Success Builder – Certified in Long-Term Care – Building Your Practice (CLTC) – Top ProducerDO NOT DISTRIBUTE • FOR RECRUITING USE ONLY •
Total Value: MetLife Compensation Package MetLife Value Cash Balance Retirement Plan (Qualified & Auxiliary) Savings & Investment Plan (401k) / Auxiliary SIP Deferred Compensation Stock Options Enterprise Support & Services Recognition Social Security & Medicare Employer Contributions Life & Disability Insurance Medical, Prescription & Dental Benefits GDC Based Compensation & Additional Plan CreditsDO NOT DISTRIBUTE • FOR RECRUITING USE ONLY •
2013 Recognition Conferences Aim High and Qualify! Leaders Conference President’s Conference JW Marriott San Antonio Hill Country Resort & Spa The Atlantis Resort - Bahamas San Antonio, TX Atlantis, Paradise Island May 13-16, 2013 April 24-28, 2013 May 17-20, 2013 Qualification Requirements: President’s Qualification Requirements: 245,000 Recognition Credits 425,000 Recognition Credits New Financed Producers – 171,500 Recognition New Financed Producers - 297,000 Recognition Credits Credits Chairmans Conference October 3-7, 2013 Qualification Requirements: 775,000 Recognition CreditsDO NOT DISTRIBUTE • FOR RECRUITING USE ONLY •