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Financial Consultant

Job Location: United States : New Jersey : Bridgewater  


Role Value Proposition: 

Be a key financial partner for the Group Insurance SBS Segment, providing analytical support and reporting to help key partners drive optimal financial outcomes.  Individual will be responsible for producing and reviewing trends related to sales, revenue and persistency, using this information to help business leaders manage their books. Individual will be responsible for generating revenue projections each month across market segments.


Key Responsibilities:

  • Revenue projection and actuals. Maintain divisional revenue model as “SME” for the revenue projection process
  • Broker Analytics. Leverage existing broker tools and financials to drive insights to the Sales team
  • Sales planning and projections. Ownership of projection process for PEO/Association segment
  • Persistency.  Analysis of key drivers of persistency to understand what makes a case more/less likely to persist



Essential Business Experience and Technical Skills:



  • Excellent analytical, mathematical, and organizational abilities demonstrated through 5+ years of financial analysis experience.
  • Strong verbal and written communication skills. Position faces a number of key distribution partners. 
  • Strong background in Microsoft excel/Microsoft Access, AQT/SQL query tools



  • Group Benefits experience/background a positive
  • Undergraduate degree required, focus in business and finance preferred
  •  Ability to work independently and manage multiple projects/deadlines



Less than 10%


Business Category

Group Benefits- Finance


Number of Openings




At MetLife, 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.” 



MetLife is a proud equal opportunity/affirmative action employer committed to attracting, retaining, and maximizing the performance of a diverse and inclusive workforce. It is MetLife's policy to ensure equal employment opportunity without discrimination or harassment based on race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, uniformed service member or veteran status, or any other characteristic protected by law.

MetLife maintains a drug-free workplace.

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Requisition #: 102383 

Full time
Bridgewater, NJ 08807, US