Financial Consultant I

Description and Requirements
The Team You Will Join
Join a team shaping the future of financial well-being for millions of Americans. At the heart of our U.S. Business is a commitment to delivering trusted employee benefits and retirement solutions that empower people to live with confidence. You'll help drive strategic growth across a diverse, expanding portfolio - whether it's developing innovative products, harnessing technology to drive customer impact at scale, advancing capital-efficient retirement solutions, or exploring new market opportunities. Here, you'll work within an environment that combines deep industry expertise with forward-thinking investment in emerging capabilities, while making a meaningful difference in how Americans plan for their futures.
The Opportunity
The Financial Consultant I is responsible for the day-to-day financial support of Regional Market clients across multiple platforms and various billing methods Guided by our purpose - a lways with you building a more confident future - and our New Frontier strategy focused on stronger growth, attractive returns and all-weather performance, this is an exciting opportunity to be part of Regional Market which provides global benefits sales and solutions to US Based employers with 100- 4,999 employees. Regional Markets offers over 20 products covering the full spectrum of non-medical benefits including dental, vision, life, disability and a robust portfolio of voluntary products, generating approximately +$1B in annual sales. This is a +$4B book of business with 7% market share of a +$52B market. The business serves more than 15,000 US customers, covering approximately 13M employees and their dependents.
Key Responsibilities

• Lead the overall management and day to day for all financial support for billing and remittance on customer accounts
• Create various financial reports including monthly revenue projections, billing data and templates along with audit and reconciliation reports.
• Manage all financial billing and remittance for your designated block of business - an average of 200 customer accounts
• Develop relationships both internal and external to help support your block of business
• Coordinate customer inquiries and management of all customer billing related need

Required Qualifications

• Typically has a BS/BA degree and 3-5 years of experience
• Excellent organizational skills, strong interpersonal skills, and effective communication skills, both written and verbal
• Ability to work autonomously or with others and effectively handle multiple tasks, prioritize deadlines appropriately and remain flexible
• Accounting/math problem solving skills, including attention to detail, analytical thinking and decisiveness
• Strong project management skills including problem solving, attention to detail, analytical thinking and decisiveness
• Proficient in Microsoft Office software

Preferred Qualifications

• Firm knowledge of group products, services and systems and ability to apply analytical skills to the interaction of these products, services and systems
• General understanding of U.S. economy and employee benefits industry

The expected salary range for this position is $55,000 - $75,000 . 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.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liabilities.