Financial Consultant II - Large Accounts

Reposted 3 Hours Ago
Be an Early Applicant
Bridgewater, NJ, USA
Hybrid
75K-99K Annually
Senior level
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
At MetLife, we’re a purpose-driven company that helps our customers build a more confident future.
The Role
As a Financial Consultant II, manage financial support for National Accounts, prepare reports, validate projections, oversee billing, and engage in client meetings.
Summary Generated by Built In
Description and Requirements
The Team You Will Join
Join the nation's largest non-medical carrier of group insurance, where your work will impact over 55,000 customers and cover more than 50 million employees and family members. As part of MetLife's Group Benefits team, you'll deliver innovative benefits solutions - life, disability, dental, vision, and voluntary benefits - tailored to today's employers and workforces. Collaborate with customers, brokers, and partners to expand our offerings and reimagine digital experiences. Join us and be part of an organization committed to supporting customers when they need us most.
The Opportunity
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 II position at MetLife.
As a Financial Consultant II, 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

Required Qualifications
  • 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

Preferred Qualifications
  • 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

The expected salary range for this position is $74,500 - $99,300 . This role may also be eligible for annual short-term incentive compensation and stock-based long-term incentives. All incentives and benefits are subject to the applicable plan terms.
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, paid time off, paid holidays, volunteer time off, tuition assistance and much more!
About MetLife
Recognized on Fortune magazine's list of the "World's Most Admired Companies", Fortune World's 25 Best Workplaces™, as well as the 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 our core values - Win Together, Do the Right Thing, Deliver Impact Over Activity, and Think Ahead - we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible . Join us!
MetLife is an Equal Opportunity Employer. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics").
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

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

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The Company
HQ: New York, NY
43,000 Employees
Year Founded: 1868

What We Do

We're honored to be No. 10 on Great Place to Work's World's Best Workplaces and recognized in the Fortune 100 Best Companies to Work For® list in 2025. At MetLife, we're leading the global transformation of an industry we’ve defined for over 157 years. At MetLife, every innovation and line of code is a lifeline for our customers and their families—from victims of natural disasters to people living with disabilities and beyond. With operations in more than 40 markets and leading positions across the globe, MetLife fosters an inclusive culture where our people are energized and inspired to deliver for our customers and communities. Join our remarkable journey—one in which you help write the next century of innovation in financial services—because with MetLife, making the world a better place is All Together Possible.

Why Work With Us

At MetLife, you’ll be working for a company whose purpose is to help customers throughout their life’s journey, and often in their most critical time of need. You’ll be a part of developing leading-edge platforms that will have a lasting impact on the lives and well-being of tens of millions of customers.

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Hybrid Workspace

Employees engage in a combination of remote and on-site work.

MetLife's current workplace policies classify roles as Office, Hybrid or Virtual based on the nature of work, encouraging new ways of working together

Typical time on-site: Flexible
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