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Financial Planning Regional Consultant
MassMutual
This job is no longer accepting applications
See open jobs at MassMutual.See open jobs similar to "Financial Planning Regional Consultant" Mass Technology Leadership Council.Accounting & Finance
Multiple locations
Posted 6+ months ago
The Opportunity
As a Financial Planning Regional Consultant, you will be responsible for developing, maintaining, and strengthening relationships with new and existing Financial Advisors, Financial Planners, Financial Planning Directors, and Support Staff.
The Impact
In partnership with the Regional Director in the designated territory (Central West), you will effectively communicate MassMutual’s financial planning process and our strategic vision to drive growth and achievement through financial planning and advice. You will help Financial Advisors build an additional revenue stream in their business and ensure that their clients are achieving their financial goals through appropriate product implementation.
Key Responsibilities Include:
Proactive daily phone calls within your designated region to develop, maintain, and deepen relationships with new and existing Financial Advisors, Financial Planners, Financial Planning Directors, and Support Staff
Working directly with Advisors within your designated region to implement financial planning in their practices
Increasing product implementation rates and productivity through planning and sales frameworks – coordination with other product lines and partners
Growing financial planning in the designated region through client acquisition strategies and coaching advisors to execute on key marketing activities
Facilitating and conducting virtual training, roles plays and coaching programs
Building long-term, fee-based financial planning practices focused on client experience
The Minimum Qualifications
Bachelor's degree
Series 6 or 7 required at time of application
Series 63, 65, or 66 at time of application or must obtain within first year
3+ years' experience in Financial Services industry/Financial Planning/Internal Wholesaler or Financial Advisor
3+ years’ experience influencing advisors through both long-term relationship building, and short term analysis work
3+ years’ experience with data gathering, case analysis and strategy implementation, as well as how to implement ongoing planning through a service model
3+ years’ experience with some type of fee-based management
Required Travel: 0 – 15% within designated territory
The Ideal Qualifications
Advanced Degree
Industry designations (i.e. CFP, CLU, CHFC) or currently in progress
What to Expect as Part of MassMutual and the Team
Regular meetings with the Advice & Financial Planning Team
Focused one-on-one meetings with your manager
Access to mentorship opportunities
Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups
Access to learning content on Degreed and other informational platforms
Your ethics and integrity will be valued by a company with a strong and stable ethical interest with industry leading pay and benefits
#LI-CR41
Salary Range:
$76,200.00-$100,000.00At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.
Why Join Us.
We’ve been around since 1851. During our history, we’ve learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.
We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It’s more than our company structure – it’s our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.
MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.
This job is no longer accepting applications
See open jobs at MassMutual.See open jobs similar to "Financial Planning Regional Consultant" Mass Technology Leadership Council.