PlanSmart Financial Wellness Program Director

Description and Requirements
Job Title: Financial Wellness Program Director - Southeast - PlanSmart
Location: United States
Work Arrangement: Hybrid/Open to any location in the Southeast
Role Value Proposition: The Financial Wellness Program Director will be a member of the team supporting the PlanSmart Financial Wellness strategy for a geographic area. This position will focus on new customer sales and developing strong relationships to ensure their continued involvement in the program. Successful collaboration with the Group Benefits Sales Team, internal partners, brokers/consultants, and professional financial partner relationships is required.
Key Responsibilities:
• Working proactively with our Group Sales Partners, sell PlanSmart financial education programs to new and existing customers in assigned territory.
• Maintain and grow the book of business through proactive sales, upsells, and support of Group Benefit products within accounts/territory.
• Own relationship with existing customer in assigned territory to increase financial education workshops.
• Own relationship with Group Benefits Sales Leaders and Account Executives in assigned territory.
• Work with Implementation Coordinator to ensure implementation of new customers.
• Responsible for continuing workshops and upselling all PlanSmart services.
• Partner with our financial professional partners to share best practices and drive growth.
Essential Business Experience and Technical Skills:
Required:
• Must be located geographically in the Southeast.
• Sound business practices and judgement (marketplace interactions, expenses, events, compliance etc.)
• Partnership and collaboration (internal, Group Benefits, across MetLife)
• Delivers against goals and objectives.
• Demonstrated track record of top sales performance in employee benefits or related industry with proactive development of opportunities.
• Demonstrated experience in relationship building with internal teams, customers, and distribution partners
• Experienced presenter for national events, client meetings or board meetings, as needed
• Accomplished change management leader, able to operate effectively in a highly matrix environment.
• Ability to travel 10-15%
• License requirement: Life/Health License within 3 months
Preferred :
• Bachelor's degree or equivalent
• Strong organizational, prioritization, and time management skills.
• Ability to build relationships and work collaboratively.
• Ability to work within a sales team environment and manage multiple assignments simultaneously when meeting deadlines and under pressure.
• Meeting/seminar planning and ability to maintain a strong pipeline and account activity with partners.
Assignment Category Full Time Employee
Salary Grade 10S
Business Category U.S. Business
Number of Openings 1
Contact Information
Hiring Manager: Cherri Smith
At MetLife, we're leading the global transformation of an industry we've long defined. United in purpose, diverse in perspective, we're dedicated to making a difference in the lives of our customers.
The salary range for applicants for this position is $80,000 + incentive.
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.
$80,000 + incentive
#BI-Hybrid