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Financial Consultant I - Large Accounts

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Date Posted: Jan 20, 2023

Location(s): Atlanta, GA, US, 30328 Tampa, FL, US, 33647 Aurora, IL, US, 60504 Bridgewater, NJ, US, 8807

Company: MetLife

Location: Hybrid-  Atlanta, Tampa or Bridgewater 


Role Value Proposition: 


Great opportunity to join an amazing team!  Are you passionate about numbers?  Do you have sharp analytical skills?  Do you possess great collaboration and communications skills?  Do you like to innovate and identify process improvements?  Then you would make a great financial consultant on our team.


The Financial Consultant (FC) has overall accountability for the day-to-day financial support of National Accounts clients and is part of an overall account team tasked with delivering an excellent customer experience with MetLife through the administration of the group benefit products offered.


Key Responsibilities:

  • Overall accountability for the financial support of complex National Accounts clients: Responsible for the development and completion of customer financial reporting, including data and trend analysis and effectively communicates results to meet client needs.
  • Manages assigned clients billing, conducts audits, cash reconciliation, refund processing and partners closely with internal and external contacts to ensure billing is entered accurately and timely.
  • Responsible for data integrity, and verification of monthly revenue projections and provide explanations on variances.
  • Prepares year-end financial accounting and ERISA reporting for clients by designated due dates.
  • 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.
  • 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:


  • Strong Customer Service Skills
  • Excellent organizational, interpersonal, and communication skills, both written and verbal
  • Strong proficiency in Microsoft Excel and Powerpoint
  • Strong project management skills and the ability to work autonomously or with others to effectively handle multiple tasks
  • Ability to prioritize deadlines appropriately and remain flexible
  • Advanced accounting/math problem solving skills
  • Attention to Detail, analytical thinking, and decisiveness
  • Wants to be part of a diverse team that loves to get to know each other!



  • BS/BA degree is strongly preferred
  • Knowledge of group products, services, and systems
  • 2-3+ years of billing/financial experience
  • MS Access experience is a plus


Business Category

Group Benefits 


Number of Openings



"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"




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 help its individual and institutional customers navigate their changing world. Founded in 1868, MetLife has operations in more than 40 countries and holds leading market positions in the United States, Japan, Latin America, Asia, Europe and the Middle East.


We are one of the largest institutional investors in the U.S. with $642.4 billion of total assets under management as of March 31, 2021. We are ranked #46 on the Fortune 500 list for 2021. In 2020, we were named to the Dow Jones Sustainability Index (DJSI) for the fifth year in a row. DJSI is a global index to track the leading sustainability-driven companies. We are proud to have been named to Fortune magazine’s 2021 list of the “World’s Most Admired Companies.”      


MetLife is committed to building a purpose-driven and inclusive culture that energizes our people. Our employees work every day to help build a more confident future for people around the world.


We want to make it simple for all interested and qualified candidates to apply for employment opportunities with MetLife.  For further information about how to request a reasonable accommodation, please click on the Disability Accommodations link below.


MetLife is a proud Equal Employment Opportunity and Affirmative Action employer dedicated to attracting, retaining, and developing a diverse and inclusive workforce. All qualified applicants will receive consideration for employment at MetLife without regards to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, uniformed service member or veteran status, or any other characteristic protected by law.


MetLife maintains a drug-free workplace.


Nearest Major Market: Atlanta