Financial Consultant I

MetLif; United States; Remote; USD 55,000 - 70,000; Full time

Job summary

MetLife’s Group Benefits team is seeking a Financial Consultant to deliver comprehensive financial support for clients, including billing management, reporting, data integrity, and audits. You will partner with internal and external stakeholders to support renewals, implementations, and strategic initiatives across Regional Market.

The role emphasizes analytical communication, accuracy, and process improvement, with opportunities to contribute to product expansions and client presentations while

Qualifications

• 3-5+ years of relevant work experience.
• Excellent organizational skills, strong interpersonal skills, and effective communication skills, both written and verbal.
• Accounting/math problem-solving skills, including attention to detail, analytical thinking, and decisiveness.

Responsibilities

• Manage day-to-day financial support for Regional Market clients, including financial reporting, data analysis, and trend monitoring.
• Oversee client billing operations, ensuring timely invoicing, accurate reconciliation, revenue projections, data integrity, and monitoring of key financial metrics.
• Partner with internal and external stakeholders to ensure accurate and timely billing processes and support client account audits and strategic planning initiatives.
• Review, document, and improve financial processes while supporting internal audit requirements and compliance efforts.
• Provide financial support for new client implementations, product expansions, and client-facing implementation meetings and presentations.
• Prepare financial data for renewals and underwriting, stay informed on industry trends, and contribute to cross-functional projects that drive operational effectiveness and business initiatives.

Skills

Financial analysis

Billing operations

Data trend analysis

Excel

Project management

Communication skills

Autonomy

Tools

Microsoft Office

AI tools

Job description

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

The Financial Consultant is responsible for providing comprehensive financial support for clients by managing billing, financial reporting and analysis, data integrity, reconciliations, audits and process documentation, while partnering with internal and external stakeholders to support client implementations, renewals, and operational excellence across Regional Market. Regional Market provides global benefits sales and solutions to US Based employers with 100 - 4,999 employees.

This role presents an excellent opportunity to contribute in a highly analytical capacity while effectively communicating and presenting billing-related information and cultivating strong relationships with both internal and external clients and stakeholders.

Key Responsibilities

• Manage day-to-day financial support for Regional Market clients, including financial reporting, data analysis, and trend monitoring.
• Oversee client billing operations, ensuring timely invoicing, accurate reconciliation, revenue projections, data integrity, and monitoring of key financial metrics.
• Partner with internal and external stakeholders to ensure accurate and timely billing processes and support client account audits and strategic planning initiatives.
• Review, document, and improve financial processes while supporting internal audit requirements and compliance efforts.
• Provide financial support for new client implementations, product expansions, and client-facing implementation meetings and presentations.
• Prepare financial data for renewals and underwriting, stay informed on industry trends, and contribute to cross-functional projects that drive operational effectiveness and business initiatives.

Required Qualifications

• 3-5+ years of relevant work experience
• Excellent organizational skills, strong interpersonal skills, and effective communication skills, both written and verbal
• 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, especially Excel, along with AI enabled tools.
• Ability to work autonomously or with others and effectively handle multiple tasks, prioritize deadlines appropriately and remain flexible

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 $55,000 - $70,000. 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 [e-mail]. 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.