Financial Consultant I - Large Accounts

MetLife

Posted 14 days ago

Full Time

Aurora, Illinois

Hybrid

Smart Summary

Responsibilities

The Financial Consultant serves as the primary financial resource for National Accounts, managing client financial reports, billing, and trend analysis. They collaborate with account teams to support renewals, underwriting, and the implementation of new products while ensuring data integrity.

Qualifications

You have 1-3 years of related experience and proficiency in Microsoft Office. You possess excellent organizational, interpersonal, and communication skills with strong accounting and analytical abilities, attention to detail, and decisiveness. You can work independently or collaboratively, manage multiple priorities, and meet deadlines.

Must Have Skills for ATS

Microsoft Office

Excel

Pivot Tables

VLOOKUP

Macros

AI

Job Description

Alternative Location(s)
  • Posting Location: Aurora, Illinois

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

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 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 #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 accommodations@metlife.com. 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.

General Information

LocationWarren, New Jersey Working Schedule Full-Time Work Arrangement Hybrid Travel Required 10% Relocation Assistance Available No Grade 09M Posted Date 20-Oct-2026 Job ID 21159

MetLife

We live in a time of unprecedented change. A time when economies, regulations, and social safety nets are all in flux. Customers around the globe have told us they’re overwhelmed by the pace of change and are looking for a trusted partner to help them manage life’s twists and turns. MetLife is committed to being that partner. That’s why we’re transforming our business: Delivering greater value for the people we serve by becoming a simpler, more focused, and future-facing company. We’ll be introducing new ways to meet our customers’ evolving needs, with flexible products; simpler, more intuitive experiences and a range of new services. MetLife. Navigating life together. For customer service: https://www.metlife.com/support-and-manage/contact-us/ For social media notices: https://www.metlife.com/about-us/terms-and-conditions/social-media/ MetLife, Inc. (NYSE: MET), through its subsidiaries and affiliates (“MetLife”), is one of the world’s leading financial services companies, providing insurance, annuities, employee benefits and asset management to help its individual and institutional customers navigate their changing world. Founded in 1868, MetLife has operations in more than 40 markets globally and holds leading positions in the United States, Japan, Latin America, Asia, Europe and the Middle East. For more information on MetLife's latest financial information, forward looking statements and related disclosures, visit: https://investor.metlife.com/overview/default.aspx
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