Client Executive

Description and Requirements
The Team You Will Join
The Client Executive is responsible for delivering high quality service and administration of nonqualified executive and corporate owned life insurance plans within MetLife's corporate owned and bank owned life insurance organization Specialized Benefit Resources, "SBR". SBR is a department within the Retirement and Income Solutions "RIS" division of MetLife.
The Opportunity
This role is generally responsible for building and nurturing strong business relationships with institutional customers and broker intermediaries. This candidate is the center point of contact for all plan related inquiries and reporting. In addition, the client executive partners with a cross disciplinary team (examples: tax, legal, actuarial, investments) to ensure implementations and ongoing servicing meets time and quality standards. The Client Executive will also be involved in initiatives to simplify and enhance existing processes that enable higher customer satisfaction, retain assets, accelerate business growth and shareholder value.
Success in this role requires attention to detail and problem-solving skills. The Client Executive is responsible for plan implementation, servicing and client retention. You'll collaborate closely with tax, processing, legal, actuarial, and investments in an environment where every contribution is respected, and every perspective is heard.
How You'll Help Us Build a Confident Future (Key Responsibilities)

• End to end plan administration for non-qualified and corporate sponsored insurance plans.
• Provides proactive case management to ensure retention of assets for assigned cases
• Develops customized communications for clients
• Review and interpret documents for plans and customers
• Continual education on products, plans designs, and tax implications for insurance policies
• Special projects as assigned by management
• Involved in initiatives for current processes and procedures

What You Need to Succeed (Required Qualifications)

• FINRA Series 6 license
• Minimum of 2-3+ years of related industry experience
• Excellent organizational, interpersonal, and communication skills, both written and verbal
• Strong customer service orientation
• Ability to work autonomously and manage time efficiently to handle multiple tasks, prioritize and meet deadlines and can partner and work collaboratively
• Self-motivated to learn more about the business and is proactive in personal development

What Can Give You an Edge (Additional Skills)

• Life Insurance experience/knowledge
• Bachelor's degree

• Proficient in Microsoft Office with strong Excel skills, i.e., mail merges, pivot tables, v-lookups, etc.
• Knowledge of SharePoint
• Knowledge of Salesforce
• Forward-thinking mindset

The salary range for applicants for this position is 73,000 to 85,000.
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, volunteer time off, tuition assistance and much more!
About MetLife
Recognized on Fortune magazine's list of the 2025 "World's Most Admired Companies", Fortune World's 25 Best Workplaces™ for 2024, as well as the 2025 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.
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 empathy, 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 [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.
73,000 to 85,000
#BI-Hybrid