Financial Consultant II

Overview

The Financial Consultant II has overall accountability for the day-to-day financial support of multiple National Accounts clients and is part of an overall account team tasked with delivering an excellent customer experience with Met Life through the administration of the group benefit products offered. This position will be part of the West Customer Unit of Met Life’s National Accounts Organization.

You’ll collaborate closely with Account Executives, Client Services Consultants, Underwriters, and Product partners in an environment where every contribution is respected, and every perspective is heard.

• Development and completion of customer financial reports, including identifying reporting needs, data and trend analysis and effectively communicates results to meet client needs
• Prepares year-end financial accounting and ERISA reporting for clients; validates monthly revenue projections and responsible for data integrity
• Responsible for monitoring the key financial parameters of internal management reporting and capable of proactively identifying discrepancies, trends, and results that would impact Customer Unit financial objectives
• Responsible for client billing, reconciliation, and partnering with internal and external contacts to ensure billing is entered accurately and timely.
• Participates in client meetings, in person or via conference call, and prepares materials as needed, participates in client account audits and actively engages in strategic planning process.
• Performs other related duties as assigned or required.
• Excellent organizational, interpersonal, and communication skills, both written and verbal.
• Advanced accounting/math problem solving skills, including attention to detail, analytical thinking and decisiveness.
• Strong proficiency in Microsoft Excel and PowerPoint.
• Strong project management skills and ability to work autonomously or with others to effectively handle multiple tasks, prioritize deadlines appropriately, and remain flexible.
• Note:
  
  There are duplicate skill statements in the original description which have been consolidated in this version.

• Excellent organizational, interpersonal, and communication skills, both written and verbal.
• Advanced accounting/math problem solving skills, including attention to detail, analytical thinking and decisiveness.
• Strong proficiency in Microsoft Excel and PowerPoint.
• Strong project management skills and ability to work autonomously or with others to effectively handle multiple tasks, prioritize deadlines appropriately, and remain flexible.

You’ll collaborate closely with Account Executives, Client Services Consultants, Underwriters, and Product partners in an environment where every contribution is respected, and every perspective is heard.

• BS/BA degree.
• 5-7+ years of experience.
• Firm knowledge of group products, services and systems.
• MS Access experience is a plus.

Equal Employment Opportunity/Disability/Veterans

If you need an accommodation due to a disability, please email us at  This information will be held in confidence and used only to determine an appropriate accommodation for the application process.

Met Life maintains a drug-free workplace.