Financial Consultant

Description and Requirements
Role Value Proposition:
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:

• Overall accountability for the financial support of multiple or highly complex National Accounts clients for the US Government and Affinity & Member Benefits Customer Unit:
  • Responsible for the development and completion of customer financial reports, including identifying reporting needs, data and trend analysis and effectively communicates results to client
  • Effectively manages the timely delivery of client reports by prioritizing and understanding client needs
  • Completes year-end financial accounting and 5500 reporting for clients
  • Validates monthly revenue projections and responsible for 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
• Serves as a key resource and subject matter expert to the Customer Unit and National Accounts and serves as a team leader in support of the Financial Manager
• Partners with Account Executive and Client Services Team in meeting and exceeding the customers' expectations
  • 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 demonstrating recognition of opportunities for solutions and new products and services
  • Develops and enhances strong, long-term client relationships, instilling client trust and loyalty with MetLife
• Responsible for reviewing and documenting current financial processes and providing information for internal audits as needed
• Provides financial support to Request For Proposal process and Implementation of new clients, as well as the addition of new products to existing clients
• Prepares historical information for Financial Consulting Services to assist them with the renewal and underwriting and actively contributes to client strategy discussions
• Independently leads cross-functional project teams designed to support key National Accounts initiatives or to enhance operational effectiveness

Essential Business Experience and Technical Skills:
Required:

• 7+ years of relevant experience
• Proficient with Microsoft Office software, especially Excel
• Excellent organizational, interpersonal, and communication skills, both written and verbal
• Excellent accounting/math problem solving skills, including attention to detail, analytical thinking and decisiveness

Preferred:

• Bachelor's degree
• Ability to work autonomously; effectively handle multiple tasks, prioritize deadlines appropriately and remain flexible
• Ability to balance client expectations with MetLife capabilities and understand the impact both administratively and financially
• Strong project management skills
• Self-motivated to learn more about the business and is proactive in personal development

The salary range for applicants for this position is $73,000-95,000.
Benefits We Offer
Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more!
About MetLife
Recognized on Fortune magazine's list of the 2024 "World's Most Admired Companies", Fortune World's 25 Best Workplaces™ for 2024, as well as the 2024 Fortune 100 Best Companies to Work For ®, MetLife , through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.
Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by empathy, we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible . Join us!
Equal Employment Opportunity/Disability/Veterans
If you need an accommodation due to a disability, please email us at [email protected]. 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.
$73,000-95,000
#BI-Hybrid