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Sales Support Consultant - National Accounts
- MetLife (Charlotte, NC)
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The Team You Will Join
The National Accounts Sales Support team partners directly with Account Executives (AEs) who are responsible for selling and retaining group insurance products and services in the 5,000+ employee market segment. Focused on both pre- and post-sale activities — including RFPs, broker interactions, marketing presentations, and sales tracking — the team enables AEs to strategically leverage their time and expertise. Together, we drive growth and deliver tailored business solutions to meet the evolving needs of our clients.
The Opportunity
The Sales Support Consultant II brings advanced knowledge of their assigned AE’s book of business, prospects, broker relationships, and internal processes. In collaboration with the AE, this role contributes to RFP strategies, manages broker assignments and inquiries, supports marketing and finalist presentations, and helps execute participation strategies for MetLife products.
How You’ll Help Us Build a Confident Future (Key Responsibilities)
* Manage all pre-sale activities including RFP and underwriting submissions, proposal creation, reference documentation, and finalist presentations
* Deliver post-sale support including notice of sale, broker contracts, resolving commission issues, and renewals
* Maintain AE account plans, opportunities, and activities in Salesforce, ensuring data accuracy for leadership reporting
* Prepare for AE meetings by developing agendas, assembling presentations, and gathering collateral materials
* Research prospects and broker data to support AE introductions and sales strategy
* Maintain deep knowledge of assigned AE’s book of business to represent them effectively with brokers and internal partners
* Collaborate with internal teams to implement sales growth and employee marketing communication strategies
* Mentor junior Sales Support team members as needed
* Contribute to knowledge management by identifying process improvements and updating documentation
* Build trusted relationships and collaborate across diverse, cross-functional teams
* Lead or participate in special projects using project management tools and methodologies
What You Need to Succeed (Required Qualifications)
* 3+ years of Group Insurance experience
* Advanced understanding of group insurance products and sales processes
* Ability to manage multiple priorities under tight deadlines
* Strong interpersonal, written, and verbal communication skills
* Excellent analytical skills, attention to detail and advanced Excel skills
* Confident presentation skills and strong PowerPoint skills
* Ability to work independently and manage time effectively
* Self-motivated and proactive in learning and development
What Can Give You an Edge (Preferred Experience)
* Bachelor’s degree or equivalent experience
* Experience in insurance products, brokerages, or financial services
* Familiarity with Salesforce platform
Equal Employment Opportunity/Disability/Veterans
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.
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