Financial Consultant

Role Value Proposition

The Group Benefits (GB) organization is responsible for the strategic direction, growth and management of Met Life's industry leading U.S. employee benefits business. Our sales force works directly with customers or through brokers, exchanges, and other third parties to distribute our broad range of Group Life, Dental, Vision, Group Disability, Met Life Defender, Global Services, Total Absence Management, Group Property & Casualty, Accident, Hospital Indemnity, Critical Illness and Legal Plan products and services.

GB Sales sells a broad portfolio of insurance solutions to employers and other eligible groups helping to make Met Life the largest provider of group employee benefits in the United States.

Regional Markets provides global benefits sales and solutions to US Based employers with 100-4,999 employees. Regional Markets offers over 20 products covering the full spectrum of non-medical benefits including dental, vision, life, disability and a robust portfolio of voluntary products, generating approximately +$1B in annual sales. This is a +$4B book of business with 7% market share of a +$52B market.

The business serves more than 15,000 US customers, covering approximately 13M employees and their dependents.

• Overall accountability for the day-to-day financial support of Regional Market clients across multiple platforms and various billing methods:
  Responsible for the development of customer financial reports, including data and trend analysis.
• Manages the timely delivery of client billing.
• Completes monthly revenue projections and validates data integrity.
• Responsible for monitoring the key financial parameters.
• Responsible for client billing, reconciliation, and partnering with internal and external contacts to ensure billing is entered accurately and timely.
• Participates in client account audits and strategic planning process.
• Responsible for reviewing and documenting current financial processes and providing information for internal audits as needed.
• Provides financial support to the implementation of new clients, as well as the addition of new products to existing clients.
• Participates and presents in client-facing implementation calls.
• Prepares historical information for Financial Consulting Services to assist them with the renewal and underwriting.
• Mentions maintains an awareness and knowledge of insurance products and industry trends.
• Participates in cross-functional project teams designed to support key Regional Market initiatives or to enhance operational effectiveness.
• Performs other duties as assigned or required.

• 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.
• Ability to work autonomously or with others and effectively handle multiple tasks, prioritize deadlines appropriately and remain flexible.

• Bachelors degree.
• Firm knowledge of group products, services and 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.

At Met Life, we’re leading the global transformation of an industry we’ve long defined. United in purpose, diverse in perspective, we’re dedicated to making a difference in the lives of our customers.

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