Financial Consultant I

The Team You Will Join

Join the nation’s largest non-medical carrier of group insurance, where your work will impact over 55,000 customers and cover more than 50 million employees and family members. As part of MetLife’s Group Benefits team, you’ll deliver innovative benefits solutions - life, disability, dental, vision, and voluntary benefits - tailored to today’s employers and workforces. Collaborate with customers, brokers, and partners to expand our offerings and reimagine digital experiences. Join us and be part of an organization committed to supporting customers when they need us most.

The Opportunity

The Financial Consultant (FC) has overall accountability for the day-to-day financial support of multiple National Accounts clients. The FC is part of an overall account team tasked with understanding the customers’ needs and wants and focused on delivering group benefit products that meet those needs, along with delivering a service experience that exceeds expectations and makes it easy for customers to do business with MetLife.

Key Responsibilities

Serve as the primary financial resource for multiple complex National Accounts clients, overseeing client financial reports, data and trend analysis, year-end financial accounting, 5500 reporting, monthly revenue projections, bank reconciliation reports, and internal management reporting while ensuring data integrity and timely delivery.

Manage client billing and reconciliation, partnering with internal and external contacts to ensure accurate and timely billing, and provide financial support for the RFP process, new client implementations, and the addition of new products to existing clients.

Partner with Account Executives and Client Services teams to meet and exceed client expectations, participate in client meetings, account audits, and strategic planning processes while preparing materials and historical information to support renewals and underwriting.

Review and document current financial processes, provide information for internal audits, monitor key financial parameters, and maintain awareness of MetLife's and competitors' products and industry trends.

Serve as a key resource to the Customer Unit, applying strong knowledge of group products, services, and systems, and participate in cross-functional project teams supporting National Accounts initiatives and operational effectiveness.

Required Qualifications

• 1-3 years of related experience
• Proficiency in Microsoft Office.
• Excellent organizational, interpersonal, and communication skills (written and verbal) with strong accounting and analytical abilities, attention to detail, and decisiveness.
• Ability to work independently or collaboratively, manage multiple priorities, meet deadlines, remain flexible, and balance client expectations with MetLife capabilities.
• High school diploma required.
• Ability to use AI to improve speed, quality, and efficiency across a broad range of day-to-day tasks.

Preferred Qualifications

• General understanding of U.S. economy and employee benefits industry.
• Bachelor's Degree or higher.
• Advanced Excel skills utilizing pivot tables, V-Lookups and Macros.
• The expected salary range for this position is $54,100 - $82,800. This role may also be eligible for annual short-term incentive compensation. All incentives and benefits are subject to the applicable plan terms.