Account Executive
Dallas , Texas
July 19, 2017

Primary Job Location: United States : Texas : Dallas  


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, working with the Group Benefits Sales Team, Direct Marketing and Broker/Consultant relationships. The Account Executive will ensure clients continue involvement with PlanSmart and will develop strong relationships with existing clients, Group Benefit Sales and MassMutual Partners.  



  • 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 Group Benefits Regional Directors and Account Executives  in territory
  • Work within team to support geographic sales strategy
  • Work with Implementation 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
  • Perform other related duties as assigned or required


  • Bachelor’s Degree or equivalent
  • 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
  • Ability to travel 50-75%
  • 3 years of experience working in the corporate environment with key decision makers
  • Life/Health License
  • Series 6 and 63 licenses






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 #: 52081 

A little about us:
MetLife offers life insurance, disability income insurance, car insurance, employee benefits and more.

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