MetLife

Financial Consultant

MetLife

Cary, NC, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to MetLife, a leading provider of financial services and insurance products. We are currently seeking a driven and knowledgeable Financial Consultant to join our team. As a Financial Consultant at MetLife, you will have the opportunity to develop strategic financial plans for our clients and guide them towards achieving their financial goals. This role requires a strong understanding of financial planning, excellent communication skills, and a passion for helping others secure their financial future. If you are a motivated individual with a background in finance and a desire to make a positive impact on people's lives, we want to hear from you.

  1. Develop and implement comprehensive financial plans for clients based on their individual goals and needs.
  2. Provide expert financial advice and guidance to clients to help them secure their financial future.
  3. Conduct thorough financial analyses and evaluations to identify potential risks and opportunities for clients.
  4. Stay up-to-date on industry trends and regulations to ensure compliance and provide accurate and relevant information to clients.
  5. Build and maintain strong relationships with clients to understand their evolving needs and provide ongoing support.
  6. Effectively communicate complex financial concepts and strategies to clients in a clear and understandable manner.
  7. Collaborate with other financial professionals, such as tax advisors and attorneys, to provide holistic financial solutions for clients.
  8. Meet with potential clients to assess their financial needs and explain the services and products offered by MetLife.
  9. Continuously identify and pursue new business opportunities to expand the company's client base.
  10. Maintain accurate and detailed records of client interactions and financial plans.
  11. Adhere to ethical and legal standards in all financial planning activities.
  12. Participate in training and professional development opportunities to enhance knowledge and skills.
  13. Maintain a strong understanding of MetLife's products and services and effectively promote them to clients.
  14. Act as a brand ambassador for MetLife, representing the company's values and mission in all interactions with clients and colleagues.
  15. Foster a positive and collaborative work environment within the team and contribute to the overall success of the company.
Where is this job?
This job is located at Cary, NC, USA
Job Qualifications
  • Bachelor's Degree In Finance, Accounting, Economics, Or A Related Field

  • Minimum Of 3-5 Years Of Experience In Financial Consulting Or A Related Role

  • Strong Knowledge Of Financial Products And Services, Including Insurance, Investments, And Retirement Planning

  • Excellent Communication And Interpersonal Skills To Effectively Interact With Clients And Build Relationships

  • Professional Certifications Such As Certified Financial Planner (Cfp) Or Chartered Financial Analyst (Cfa) Are Preferred

Required Skills
  • Budgeting

  • Financial Analysis

  • Financial Planning

  • Investment Management

  • Portfolio Management

  • Risk assessment

  • wealth management

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Tax Planning

  • Insurance Products

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Financial Consultant in Cary, NC, USA is between $55,000 and $90,000 per year. This range can vary depending on factors such as education, experience, and the specific industry or company the consultant works for. Some consultants may also receive bonuses and commission on top of their base salary.

Additional Information
MetLife is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 9th, 2025
Apply BeforeMay 22nd, 2025
This job posting is from a verified source. 

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About MetLife

MetLife, Inc. provides insurance and financial services to individual and institutional customers. It offers life insurance, annuities, automobile and homeowner's insurance and retail banking services to individuals as well as group insurance, reinsurance and retirement and savings products and services. The company operates its business through six segments: Retail, Group, Voluntary and Worksite Benefits, Corporate Benefit Funding, Latin America, Asia, and Europe, the Middle East and Africa.

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