Financial Consultant II
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At a glance
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Job overview
MetLife is hiring a Financial Consultant II. The Financial Consultant II will support MetLife's Group Benefits team by delivering financial reports, conducting year‑end accounting, monitoring internal financial metrics, and engaging with clients through meetings and audits, all while contributing to innovative benefit solutions for large employer groups.
Key focus areas include Develop and complete customer financial reports, identifying needs and analyzing trends, Prepare year‑end financial accounting and ERISA reporting, validate monthly revenue projections, and Monitor key financial parameters of internal management reporting and identify discrepancies.
Successful candidates bring BS/BA Degree Or Equivalent Experience and 5-7+ Years Financial Consulting, Accounting, Or Related Fields Experience. Important skills include Organizational Skills, Interpersonal Skills, Communication, and Communication Skills. Preferred (not required): Accounting, Analytical Problem-Solving, Attention To Detail, and Sound Decision-Making.
Skills & qualifications
Skills
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Benefits
Full job description
Description and Requirements
The Team You Will Join
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
Are you ready to join an amazing team of financial experts who are passionate about numbers, analytical skills, and customer satisfaction? Do you want to work for a global leader in the insurance industry that offers competitive benefits, career growth, and a collaborative work environment? If you answered yes, then you are the perfect candidate for the Financial Consultant II position at MetLife.
As a Financial Consultant II, you will have overall accountability for the day-to-day financial support of multiple Regional Market/ Specialty Accounts clients. You will be part of an overall account team tasked with delivering an excellent customer experience with MetLife through the administration of the group benefit products offered.
Key Responsibilities
- Responsible for the development and completion of customer financial reports, including identifying reporting needs, data and trend analysis and effectively communicating results to meet client needs
- Prepares year-end financial accounting and ERISA reporting for clients; validates monthly revenue projections and ensures 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
- 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
Required Qualifications
- BS/BA degree or equivalent experience
- 5-7+ years of experience in financial consulting, accounting, or related fields
- Excellent organizational, interpersonal, and communication skills, both written and verbal
Preferred Qualifications
- Advanced accounting and analytical problem-solving skills with strong attention to detail and sound decision-making.
- Proficient in Microsoft Excel and PowerPoint (MS Access a plus), with strong knowledge of products, services, and systems.
- Effective project management skills, able to work independently or collaboratively, manage multiple priorities, and adapt to changing deadlines.
Location Expectation: This is a hybrid role requiring a minimum of 3 days per week in office.
The expected salary range for this position is $74,500 - $99,300. This role may also be eligible for annual short-term incentive compensation and stock-based long-term incentives. 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 [1] click here.
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 [2] #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 [email protected]. 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. References
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