Financial Education Resource Coordinator

MetLife; Charlotte (NC); Hybrid; USD 47,000 - 55,000; Full time

Benefits offered by this job

Health plan (medical/dental/vision)

Life insurance

401(k) with employer match

Pension plan

Tuition assistance

Paid time off

Parental leave

Employee Assistance Program (EAP)

Volunteer time off

Job summary

MetLife is seeking a Financial Education Resource Coordinator to support PlanSmart educational programs across workshops and events. You will coordinate operations, manage data, and report outcomes, partnering with Directors, consultants, and stakeholders to ensure a seamless post-event process.

The ideal candidate is highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment, with strong MS Office skills and experience in event coordination.

Qualifications

• High School Diploma or equivalent with 2+ years in event coordination, operations, customer service, or administrative support.
• Proficiency in Microsoft Office applications, including Excel, Outlook, Word, and Teams.
• Ability to navigate multiple systems, databases, and applications in a fast-paced environment.
• Strong organizational skills with the ability to manage competing priorities and deadlines.
• Excellent communication skills and ability to work independently while collaborating with cross-functional teams.

Responsibilities

• Manage and prioritize workshop requests and operational activities to meet business objectives and service standards.
• Build and maintain event registration sites, workshop records, and related data within event management systems.
• Partner with internal teams, vendors, and stakeholders to ensure successful event execution and resolve issues.
• Maintain accurate customer, event, attendance, and participant data, process attendance and survey outcomes.
• Generate and distribute reports and provide operational support to sales teams, leadership, and business partners.
• Support account onboarding, process improvements, documentation, and special projects to enhance operational efficiency.

Skills

Event coordination

Microsoft Office

Data management

Communication skills

Project coordination

Education

Associate’s or Bachelor’s degree

Tools

Event management systems

CRM platforms

AI-enabled tools

Advanced Excel

Data reporting 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 Education Resource Coordinator supports the successful delivery of MetLife's PlanSmart financial education programs by coordinating event operations, managing workshop setup and reporting activities, maintaining customer and event data, and supporting internal and external stakeholders. This role serves as a key operational partner to Program Directors, Implementation Consultants, and other business partners, helping ensure a seamless experience from workshop setup through post-event reporting.

The ideal candidate is highly organized, detail-oriented, customer-focused, and comfortable managing multiple priorities while working in a fast-paced environment.

Key Responsibilities

• Manage and prioritize workshop requests and operational activities to meet business objectives and service standards.
• Build and maintain event registration sites, workshop records, and related data within event management systems.
• Partner with internal teams, vendors, and stakeholders to ensure successful event execution and resolve issues.
• Maintain accurate customer, event, attendance, and participant data, process attendance and survey outcomes.
• Generate and distribute reports and provide operational support to sales teams, leadership, and business partners.
• Support account onboarding, process improvements, documentation, and special projects to enhance operational efficiency.

Required Qualifications

• High School Diploma or equivalent required with 2+ years of experience in event coordination, operations, customer service, or administrative support.
• Proficiency in Microsoft Office applications, including Excel, Outlook, Word, and Teams.
• Ability to navigate multiple systems, databases, and applications in a fast-paced environment.
• Strong organizational skills with the ability to manage competing priorities and deadlines.
• Exceptional attention to detail and commitment to maintaining data accuracy and quality.
• Excellent communication skills and ability to work independently while collaborating effectively with cross-functional teams.

Preferred Qualifications

• Associate’s or Bachelor’s degree preferred.
• Experience supporting events, meetings, training programs, or educational initiatives.
• Proficiency with event management systems, CRM platforms, customer databases, and AI-enabled tools.
• Advanced Excel skills, including data analysis, reporting, and spreadsheet management.
• Experience working with reporting tools and interpreting business data.
• Strong problem-solving, critical-thinking, and time-management skills with the ability to meet deadlines in a fast-paced environment.

Location Expectation

This is a hybrid role requiring a minimum of 3 days per week in office.

Salary and Incentives

The expected salary range for this position is $47,000 - $55,000. 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!

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.

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 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 [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.