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Account Executive - West Coast - PlanSmart

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Date Posted: Oct 31, 2022

Location(s): Tampa, Florida, US, 85085 Tampa, Florida, US, 85212 Tampa, Florida, US, 80202 Tampa, Florida, US, 95207 Tampa, Florida, US, 84070 Tampa, Florida, US, 99019 Tampa, Florida, US, 94404 Tampa, Florida, US, 98027 Tampa, Florida, US, 92108 Tampa, Florida, US, 85306 Tampa, Florida, US, 99208 Tampa, Florida, US, 98037 Tampa, Florida, US, 89521 Tampa, Florida, US, 93720 Tampa, Florida, US, 90213 Tampa, Florida, US, 92614 Tampa, Florida, US, 95815 Tampa, Florida, US, 94597 Tampa, Florida, US, 94105 Tampa, Florida, US, 93001 Tampa, Florida, US, 83709 Tampa, Florida, US, 97402 Tampa, Florida, US, 0 Tampa, Florida, US, 93065 Tampa, Florida, US, 83642 Tampa, Florida, US, 88201 Tampa, Florida, US, 98390 Tampa, Florida, US, 83669 Tampa, Florida, US, 84109 Tampa, Florida, US, 85258 Tampa, Florida, US, 98004 Tampa, Florida, US, 91101 Tampa, Florida, US, 94588 Tampa, Florida, US, 12203 Tampa, Florida, US, 85283 Tampa, Florida, US, 85234 Tampa, Florida, US, 91730 Tampa, Florida, US, 94583 Tampa, Florida, US, 85224 Tampa, Florida, US, 89118 Tampa, Florida, US, 98056 Tampa, Florida, US, 80903 Tampa, Florida, US, 85712 Tampa, Florida, US, 97223 Tampa, Florida, US, 94558 Tampa, Florida, US, 97504 Tampa, Florida, US, 90024 Tampa, Florida, US, 92626 Tampa, Florida, US, 50266 Tampa, Florida, US, 87109 Tampa, Florida, US, 92562

Company: MetLife


Role Value Proposition:


The PlanSmart (financial education) Account Executive will be a member of the team supporting the PlanSmart strategy for the West Coast - candidate HAS to be located on the West Coast..  This position will focus on new customer sales, working with the Group Benefits Sales Team, Direct Marketing and Broker/Consultant relationships. The Account Executive will ensure clients continue involvement with PlanSmart and will develop strong relationships with existing clients, Group Benefit Sales and our Financial Professional partners.       


Key Responsibilities:


  • Working independently, Selling PlanSmart financial education to new and existing customers in assigned territory.  Maintains and grows the book of business through aggressive 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 Regional Directors and Account Executives in assigned territory
  • Work with Implementation Coordinator to insure implementation of new customers
  • Responsible for continuing workshops and up-selling all PlanSmart services
  • Partner with our financial professional partners to share best practices and drive growth


Essential Business Experience and Technical Skills:



  • 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 and sales leadership in the industry
  • Accomplished change management leader, able to operate effectively in a highly matrix environment
  • Ability to travel 50-75%
  • License requirement: Life/Health License and Series 6 and 63 License obtain within 6 months



  • Bachelor’s Degree or equivalent focusing on marketing experience
  • Strong organizational, prioritization, and time management skills
  • Ability to build relationships and work collaboratively
  • Ability to work within a sales team environment and handle multiple assignments simultaneously when meeting deadlines and under pressure
  • Meeting/seminar planning and ability to maintain a strong pipeline and account activity with partners



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.


The wage range for applicants for this position is $50,000 - $65,000 This role is also eligible for annual short-term incentive compensation. MetLife offers a comprehensive benefits program, including healthcare benefits, life insurance, retirement benefits, parental leave, legal plan services and paid time off. All incentives and benefits are subject to the applicable plan terms.


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: Phoenix