Financial Consultant I - Large Accounts
About The Position
The Financial Consultant (FC) provides day-to-day financial support for multiple National Accounts clients as part of an account team. The role focuses on understanding client needs and delivering appropriate group benefits products and a service experience that exceeds expectations. The FC serves as the primary financial resource for complex client accounts, supporting financial reporting and analysis, year-end accounting, 5500 reporting, monthly revenue projections, bank reconciliations, and internal management reporting. The role also manages client billing and reconciliation, supports RFPs and new client or product implementations, and partners with Account Executives and Client Services on meetings, audits, strategic planning, renewals, and underwriting. The position also involves reviewing and documenting financial processes, supporting internal audits, monitoring financial parameters, keeping current with MetLife and competitor products and industry trends, and contributing financial and product expertise to cross-functional National Accounts initiatives.
Requirements
- 1–3 years of related experience.
- Proficiency in Microsoft Office.
- Excellent organizational, interpersonal, and written and verbal communication skills.
- Strong accounting and analytical abilities, attention to detail, and decisiveness.
- Ability to work independently or collaboratively, manage multiple priorities, meet deadlines, remain flexible, and balance client expectations with MetLife capabilities.
- High school diploma required.
- Ability to use AI to improve speed, quality, and efficiency across a broad range of day-to-day tasks.
Nice To Haves
- General understanding of the U.S. economy and employee benefits industry.
- Bachelor's degree or higher.
- Advanced Excel skills using pivot tables, V-Lookups, and Macros.
Responsibilities
- Serve as the primary financial resource for multiple complex National Accounts clients.
- Oversee client financial reports, data and trend analysis, year-end financial accounting, 5500 reporting, monthly revenue projections, bank reconciliation reports, and internal management reporting, ensuring data integrity and timely delivery.
- Manage client billing and reconciliation, working with internal and external contacts to ensure accurate and timely billing.
- Provide financial support for the RFP process, new client implementations, and additions of products to existing clients.
- Partner with Account Executives and Client Services teams to meet and exceed client expectations.
- Participate in client meetings, account audits, and strategic planning, and prepare materials and historical information to support renewals and underwriting.
- Review and document current financial processes, provide information for internal audits, and monitor key financial parameters.
- Maintain awareness of MetLife and competitor products and industry trends.
- Serve as a resource to the Customer Unit on group products, services, and systems.
- Participate in cross-functional project teams supporting National Accounts initiatives and operational effectiveness.
Benefits
- Comprehensive health plan, including medical and prescription drug coverage.
- Vision and dental insurance.
- No-cost short- and long-term disability.
- Company-paid life insurance.
- Legal services.
- Retirement pension funded entirely by MetLife.
- 401(k) with employer matching.
- Group discounts on voluntary insurance products, including auto and home, pet, critical illness, hospital indemnity, and accident insurance.
- Employee Assistance Program (EAP) and digital mental health programs.
- Parental leave.
- Paid time off and paid holidays.
- Volunteer time off.
- Tuition assistance.
- May be eligible for annual short-term incentive compensation.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
