Financial Consultant

MetLif

Tampa (FL)

On-site

USD 54,000 - 72,000

Full time

6 days ago
Be an early applicant

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

MetLife, a leading U.S. group benefits provider, seeks a Financial Consultant to lead day-to-day financial support, billing, remittance management, and customer account oversight for a regional block of MetLife’s U.S. Group Benefits clients.

The role focuses on accurate billing, financial integrity, and exceptional service while partnering with internal and external stakeholders. You will serve as the financial lead for a dedicated block of customer accounts, solving complex billing challenges

Qualifications

  • BS/BA degree and 3-5 years of experience.
  • Excellent organizational, interpersonal, and written/verbal communication skills.
  • Ability to work autonomously and manage multiple tasks, priorities and deadlines.
  • Accounting/math problem solving skills, 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 and AI-enabled tools.

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.

Skills

Accounting
Project management
MS Office
Communication
Autonomy
Organizational skills
AI tools

Education

BS/BA degree

Tools

AI-enabled tools

Job description

The Opportunity

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 Financial Consultant is responsible for providing day-to-day financial support, billing administration, remittance management, and customer account oversight for Regional Market clients across MetLife's U.S. Group Benefits business. This role helps ensure accurate billing, financial integrity, and exceptional customer service while supporting MetLife's commitment to delivering trusted benefits solutions and building a more confident future for our customers.

This is an exciting opportunity to serve as the financial lead for a dedicated block of customer accounts, partnering with internal and external stakeholders to solve complex billing challenges, strengthen customer relationships, and make a meaningful impact on the customer experience every day.

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
  • 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 and AI-enabled tools.
Preferred Qualifications
  • Firm knowledge of group products, services, 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 $54,100 - $72,100 . This role may also be eligible for annual short-term incentive compensation. 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! For more information regarding MetLife’s U.S. benefits, please click here .

About MetLife

Recognizedon Fortune magazine's list of the "World's Most Admired Companies",Fortune World’s 25 Best Workplaces™, as well as the Fortune 100 Best Companiesto Work For®, MetLife, through its subsidiaries and affiliates, is one of theworld’s leading financial services companies; providing insurance, annuities,employee benefits and asset management to individual and institutionalcustomers. With operations in more than 40 markets, we hold leading positionsin the United States, Latin America, Asia, Europe, and the Middle East.

As part of our New Frontier strategy, MetLife is building an AI-enabled, people-centered future. We’re looking for people who bring curiosity, adaptability, and a growth mindset as we use AI to enhance how we serve customers, support communities, and evolve the way work gets done. At MetLife, AI is a responsible partner that supports human judgment, creativity, and continuous improvement while helping us build trust, inclusion, and long-term value.

Our purposeis simple - to help our colleagues, customers, communities, and the world atlarge create a more confident future. United by purpose and guided by our corevalues - Win Together, Do the Right Thing, Deliver Impact Over Activity, andThink Ahead - we’re inspired to transform the next century in financialservices. 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 accommodations@metlife.com. 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.

This posting is for a current vacancy and is anticipated to remain open for at least 90 days from the listed posting date.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Financial Consultant
Financial Consultant

MetLife • Tampa (FL)

On-site
USD 54,000 - 72,000
Medical insurance
Dental & Vision
Disability insurance
+3
Financial Consultant I
Financial Consultant I

MetLife • Aurora (IL)

On-site
USD 54,000 - 83,000
Financial Consultant I
Financial Consultant I

MetLif • Warren (MI)

On-site
USD 54,000 - 83,000
Health insurance
Dental insurance
Vision insurance
+5
Financial Consultant II
Financial Consultant II

MetLife • Aurora (IL)

On-site
USD 65,000 - 82,000
Health insurance
Dental insurance
Vision insurance
+2
Client Services Consultant II
Client Services Consultant II

MetLife • Dallas (TX)

On-site
USD 65,000 - 80,000
Annual incentive
Comprehensive benefits
Client Services Consultant
Client Services Consultant

MetLife • Bridgewater (MA)

On-site
USD 62,000 - 83,000
Short-term incentive
Stock-based long-term incentives
401(k) with employer matching
+7
Client Services Consultant II
Client Services Consultant II

MetLife • St. Louis (MO)

On-site
USD 65,000 - 80,000
Health insurance
401(k) with employer matching
Paid time off
Financial Education Resource Coordinator
Financial Education Resource Coordinator

MetLife • Charlotte (NC)

Hybrid
USD 47,000 - 55,000
Health plan (medical/dental/vision)
Life insurance
401(k) with employer match
+6
Group Administration Business Analyst
Group Administration Business Analyst

MetLif • United States

Remote
USD 42,000 - 55,000
VP, Regional Business Service & Impl
VP, Regional Business Service & Impl

MetLife • Bridgewater Township (NJ)

On-site
USD 275,000 - 330,000
401(k) with company match
Comprehensive health benefits
Life insurance and disability