Role Value Proposition

Are you ready to join an amazing team of financial experts who are passionate about numbers, analytical skills, and customer satisfaction? Do you want to work for a global leader in the insurance industry that offers competitive benefits, career growth, and a collaborative work environment? If you answered yes, then you are the perfect candidate for the Financial Consultant I position at MetLife.

As a Financial Consultant I, you will have overall accountability for the day-to-day financial support of multiple National Accounts clients and be part of an overall account team tasked with delivering an excellent customer experience with MetLife through the administration of the group benefit products offered. This position will be part of the Southeast Customer Unit of MetLife’s National Accounts Organization.

Key Responsibilities:

• Responsible for the development and completion of customer financial reports, including identifying reporting needs, data and trend analysis and effectively communicating results to meet client needs

• Prepares year-end financial accounting and ERISA reporting for clients; validates monthly revenue projections and ensures data integrity

• Responsible for monitoring the key financial parameters of internal management reporting and capable of proactively identifying discrepancies, trends, and results that would impact Customer Unit financial objectives

• Responsible for client billing, reconciliation, and partnering with internal and external contacts to ensure billing is entered accurately and timely

• Participates in client meetings, in person or via conference call, and prepares materials as needed, participates in client account audits and actively engages in strategic planning process

• Strong focus on identifying efficiency gains with customer and/or internal processes

• Performs other related duties as assigned or required

Essential Business Experience and Technical Skills:

Required:

• BS/BA degree or equivalent experience

• 5-7+ years of experience in financial consulting, accounting, or related fields

• Excellent organizational, interpersonal, and communication skills, both written and verbal

• Advanced accounting/math problem solving skills, including attention to detail, analytical thinking and decisiveness

• Strong proficiency in Microsoft Excel and PowerPoint; MS Access experience is a plus

• Strong project management skills and ability to work autonomously or with others to effectively handle multiple tasks, prioritize deadlines appropriately, and remain flexible

• Firm knowledge of group products, services and systems is helpful

Preferred:

• 5 years of experience working with customers

Equal Employment Opportunity/Disability/Veterans

If you need an accommodation due to a disability, please email us at accommodations@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process.

MetLife maintains a drug-free workplace.