Financial Consultant I

Description and Requirements
Role Value Proposition
Are you ready to join an amazing team of financial experts who are passionate about numbers, analytical skills, and customer satisfaction? Do you want to work for a global leader in the insurance industry that offers competitive benefits, career growth, and a collaborative work environment? If you answered yes, then you are the perfect candidate for the Financial Consultant I position at MetLife.
As a Financial Consultant I, you will have overall accountability for the day-to-day financial support of multiple National Accounts clients and be 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 Southeast Customer Unit of MetLife's National Accounts Organization.
Key Responsibilities:

• Responsible for the development and completion of customer financial reports, including identifying 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 ensures 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
• 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:
Required:

• BS/BA degree or equivalent experience
• 5-7+ years of experience in financial consulting, accounting, or related fields
• Excellent organizational, interpersonal, and communication skills, both written and verbal
• Advanced accounting/math problem solving skills, including attention to detail, analytical thinking and decisiveness
• Strong proficiency in Microsoft Excel and PowerPoint; MS Access experience is a plus
• Strong project management skills and ability to work autonomously or with others to effectively handle multiple tasks, prioritize deadlines appropriately, and remain flexible
• Firm knowledge of group products, services and systems is helpful

Preferred:

• 5 years of experience working with customers

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" 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.
#BI-Hybrid