Financial Consultant I

MetLif; Warren (MI); On-site; USD 54,000 - 83,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k) matching

Disability insurance

Parental leave

Paid time off

Job summary

MetLife seeks a Financial Consultant to deliver day-to-day financial support for multiple National Accounts clients within the group benefits team. You’ll analyze reports, oversee billing and reporting, and contribute to RFPs, renewals, and product expansions to meet client needs.

You’ll collaborate with account executives and client services to exceed expectations, support audits, and stay abreast of industry trends while ensuring data integrity and timely delivery in a fast-paced environment.

Qualifications

• 1-3 years of related experience.
• Proficiency in Microsoft Office.
• Excellent organizational, interpersonal, and communication skills with strong accounting and analytical abilities.

Responsibilities

• Serve as the primary financial resource for multiple National Accounts clients, overseeing client financial reports, data and trend analysis, year-end financial accounting, 5500 reporting, monthly revenue projections, bank reconciliation reports, and internal management reporting while ensuring data integrity and timely delivery.
• Manage client billing and reconciliation, partnering with internal and external contacts to ensure accurate and timely billing, and provide financial support for the RFP process, new client implementations, and the addition of new 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 processes while preparing materials and historical information to support renewals and underwriting.
• Review and document current financial processes, provide information for internal audits, monitor key financial parameters, and maintain awareness of MetLife's and competitors' products and industry trends.
• Serve as a key resource to the Customer Unit, applying strong knowledge of group products, services, and systems, and participate in cross-functional project teams supporting National Accounts initiatives and operational effectiveness.

Skills

Analytical abilities

Accounting

Communication

AI usage

Education

High school diploma

Bachelor's degree or higher

Tools

Microsoft Office

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 (FC) has overall accountability for the day-to-day financial support of multiple National Accounts clients. The FC is part of an overall account team tasked with understanding the customers’ needs and wants and focused on delivering group benefit products that meet those needs, along with delivering a service experience that exceeds expectations and makes it easy for customers to do business with MetLife.

Key Responsibilities

• Serve as the primary financial resource for multiple complex National Accounts clients, overseeing client financial reports, data and trend analysis, year-end financial accounting, 5500 reporting, monthly revenue projections, bank reconciliation reports, and internal management reporting while ensuring data integrity and timely delivery.
• Manage client billing and reconciliation, partnering with internal and external contacts to ensure accurate and timely billing, and provide financial support for the RFP process, new client implementations, and the addition of new 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 processes while preparing materials and historical information to support renewals and underwriting.
• Review and document current financial processes, provide information for internal audits, monitor key financial parameters, and maintain awareness of MetLife's and competitors' products and industry trends.
• Serve as a key resource to the Customer Unit, applying strong knowledge of group products, services, and systems, and participate in cross-functional project teams supporting National Accounts initiatives and operational effectiveness.

Required Qualifications

• 1-3 years of related experience
• Proficiency in Microsoft Office.
• Excellent organizational, interpersonal, and communication skills (written and verbal) with 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.

Preferred Qualifications

• General understanding of U.S. economy and employee benefits industry.
• Bachelor's Degree or higher.
• Advanced Excel skills utilizing pivot tables, V-Lookups and Macros.

The expected salary range for this position is $54,100 - $82,800. 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.

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.

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