Account Executive - PlanSmart (financial education)

  • Company: MetLife
  • Location: Washington, District of Columbia
  • Posted: January 26, 2017
  • Reference ID: 39741-en_US

Job Location: United States : District of Columbia : Washington  Alternate Job Location : United States : Maryland : Baltimore || United States : Pennsylvania : Wayne  



The PlanSmart (financial education) Account Executive will be a member of the team supporting the PlanSmart strategy for a geographic area.  This position will focus on new customer sales, and working with the Group Benefits Sales Organization, and approved financial advisors. The Account Executive will ensure clients continue involvement with PlanSmart and will develop strong relationships with existing clients, as well as Group Benefits.     


  • Selling PlanSmart financial education to new and existing customers in assigned territory
  • Own relationship with existing customer in assigned territory to increase financial education workshops
  • Own relationship with GB Regional Directors and Account Executives  in territory
  • Work within team to support geographic sales strategy
  • Work with Coordinator to insure implementation of new customers
  • Responsible for continuing workshops and up-selling all PlanSmart services
  • Partner with Managing Directors, Managing Partners, and Market Leaders to share best practices and drive  growth


  • Bachelor’s degree or equivalent focusing on marketing experience
  • 3 years of experience working in the corporate environment with key decision makers
  • If not licensed, will be expected to obtain the FINRA Series 6, 63, and State Life and Health license within 1 year of employment.
  • Strong organizational, prioritization, and time management skills
  • Ability to build relationships and work collaboratively
  • Strong written, oral, and interpersonal skills 
  • Ability to identify  process and system improvements
  • Ability to work within a sales team environment
  • Handle multiple assignments simultaneously when meeting deadlines and under pressure
  • Meeting/seminar planning 
  • Ability to maintain a strong pipeline and account activity with partners
  • In order to post for this position, you need the proper work authorization to work in the country where the position is located and not require relocation assistance




Group Benefits




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.

For immediate consideration, click the Apply Now button. You will be directed to complete an on-line profile. Upon completion, you will receive an automated confirmation email verifying you have successfully applied to the job.

Requisition #: 39741 

Share this Job