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Financial Consultant II - Large Accounts

Date Posted: Nov 12, 2021

Location: Dallas, TX, US, 75201

Company: MetLife

Locations: Dallas, Tampa, Aurora, Remote any US location

 

Role Value Proposition: 

The Financial Consultant (FC) has overall accountability for the day-to-day financial support of multiple 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. This position will be part of the South Customer Unit of MetLife’s National Accounts Organization.

 

Key Responsibilities:

  • Overall accountability for the financial support of multiple complex National Accounts clients: Responsible for the development and completion of customer financial reports, including addressing 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 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.
  • 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.
  • Performs other related duties as assigned or required.

 

Essential Business Experience and Technical Skills:

Required:

  • Firm knowledge of group products, services and systems
  • 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, including attention to detail, analytical thinking and decisiveness

MetLife:

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.

 


Nearest Major Market: Dallas
Nearest Secondary Market: Fort Worth