MassMutual Financial Group Relationship Manager Concierge Consultant in Springfield, Massachusetts
Since 1851, MassMutual’s commitment has always been to help people protect their families, support their communities, and help one another. This is why we want to inspire people to Live Mutual. We’re people helping people.
A career with us means you will work alongside exceptional people and be empowered to reach your professional and personal goals. Our employees are the foundation of what makes MassMutual a strong, stable and ethical business. We seek and value unique and varied perspectives and experiences because we believe we are stronger when all voices are heard. We invite you to bring your bright, innovative ideas to MassMutual as we continue to help millions of Americans rely on each other.
Together, we’re stronger.
MMLIS provides our representatives with leading-edge broker-dealer capabilities and integrated productivity tools to help enhance firm profitability, drive business growth and forge deeper customer relationships. The Premier Support Group is a team of individuals who manage the broker-dealer relationships for top GDC MMLISI representatives. In addition to daily operational support for their representatives, this team champions business transformation initiatives such as the MMLIS Workbench and straight through processing through pro-active communication and training. When requested, the relationship managers participate in the recruiting process by assisting with the transition of experienced producers.
Job Responsibilities and Requirements:
This position requires the relationship manager to combine strong listening, questioning, positioning, and presentation skills with a strong working knowledge of MMLIS products, services and technology.
The relationship manager is expected to:
Drive high satisfaction, quality and efficiency for advisors
Build relationships and work with key business decision makers throughout MMLIS and the MassMutual organization
Book of business analysis to help identify new sales opportunities, retain existing assets, and maintain advisor profitability
MMLIS business planning and consultative support to help advisors leverage MMLIS’ products and services as effectively and efficiently as possible, both virtually and in-person
Includes the ability to design, organize, and execute fly-in training seminars for advisors and staff
Support advisor study group sessions
Promote advisor peer to peer networking
Advanced sales support for high net worth client opportunities
Promote, educate, and train advisors and their staff on the vast array of MMLIS offerings such as the MMLIS Wealth Management, Brokerage Platform, and Variable Annuity Order Entry system
Partner with key internal resources to help drive advisors marketing and branding strategies
Act as an advocate for change within MMLIS by driving continuous service and operational model improvements suggested by top advisors; routinely interface with MMLIS management to drive continuous improvement initiatives
Serve as an escalated point of contact for top advisor service and operational issues
Proactively communicate MMLIS updates with their advisor populations
5 – 7 years of broker-dealer experience
Exceptional “world class” customer service skills
Proven experience working with large strategic relationships
Ability to manage competing priorities
Experience with various business partners across the organization
Ability to act independently and make decisions with minimal supervision
Successful at delivering presentations/messaging that influence top advisors, business partners, and executive management
Exceptional written/verbal communication skills
FINRA Series 7 license required within 6 months, if not currently held
FINRA Series 24 preferred
College degree preferred
Proficiency in the MMLIS Wealth Management and Brokerage Platforms
Ability to travel up to 25%
Ranked No. 93 in the annual FORTUNE ® 500 Ranking (FORTUNE ® Magazine, June 2018) and recognized as a World’s Most Ethical Company by Ethisphere, MassMutual is guided by a single purpose: 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.
Focus on the Customer: We understand our customers well and look for every opportunity to deliver an experience that is clear, easy, personal, human, empowering and trustworthy.
Act with Integrity: We deliver on our promises by being open, honest and humble and by adhering to the letter and spirit of applicable laws, rules, regulations and company policies.
Value People: We respect and learn from each other’s diverse backgrounds, experiences and ideas. We engage and develop people to their greatest potential.
Work Collaboratively: We work together to achieve results by actively listening, seeking, understanding and creating solutions as a unified team driving toward one company, one culture, one brand.
Achieve Results: We focus on winning by exceeding expectations and getting better – everyone, every day.
For more information, visit www.massmutual.com or find us on Facebook, Twitter, LinkedIn, YouTube, Google+, Instagram and Pinterest.
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.
At MassMutual, we’re fostering an inclusive and dynamic environment where our employees are valued for who they are and can build successful careers. For us, diversity and inclusion is more than a goal, it’s the only way forward.
• 100% rating on the Human Rights Campaign Corporate Equality Index (2018)
• National Association for Female Executives Top Company for Executive Women (2018)
• Disability Equality Index® (DEI) Best Place to Work for Disability inclusion (2018)
• Working Mother Media 100 Best Company (2017)
• Military Friendly Employer (2018)