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Financial Consultant I - Large Accounts

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Date Posted: Aug 12, 2022

Location(s): Remote, US, 0

Company: MetLife

LOCATION: Dallas Texas, Aurora IL, St Louis MO, or open to other U.S. locations

Role Value Proposition: 

The Financial Consultant II (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.
  • 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
  • Demonstrated knowledge of MetLife’s and competitors’ products and industry trends
  • Participates in cross-functional project teams designed to support key National Accounts initiatives or to enhance operational effectiveness
  • Performs other related duties as assigned or required.


 Essential Business Experience and Technical Skills:


  • 5-7 years of experience or a BS/BA degree
  • 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


  • Ability to work autonomously; effectively handle multiple tasks, prioritize deadlines appropriately and remain flexible
  • Ability to balance client expectations with MetLife capabilities


The wage range for this position specific to Colorado is $49,700 to $66,200.  You may be also eligible for the MetLife Annual Variable Incentive Plan ("AVIP").  Your eligibility for an AVIP award are governed by the terms of the applicable plan or program documents. MetLife offers a comprehensive benefits program that includes  Medical, Dental, Life, Vision plus Retirement benefits and Paid Time Off.


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.



Requisition #: 127169