MassMutual

Retirement Plan Consultant

MassMutual

full-time

Posted on:

Location Type: Hybrid

Location: Springfield • Massachusetts • New York • United States

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Salary

💰 $104,900 - $137,700 per year

About the role

  • Provide value to General Agents and Advisors through day-to-day contact via a team inbox and team sales desk phone number - receiving inquiries, sales support needs and creating a strategy to solve moderately complex problems.
  • Proactively research, analyze, and respond to General Agent and Advisor inquiries, timely and accurately on more complex problems or inquiries.
  • Manage expectations regarding requests for Plan Reports, that include but are not limited to - fee benchmarking reports and plan investment reviews.
  • Utilize digital and cutting-edge technology platforms to assist General Agents and Advisors with practice management support, identify and implement best practices to drive group retirement plan retention and overall growth.
  • Possess a strong knowledge of retirement plan recordkeeping products and services.
  • Promote and facilitate educational/sales calls to promote sales ideas and best practices related to group retirement.

Requirements

  • 5+ years of retirement plan experience
  • 2+ years of experience with 401(k), Profit Sharing, or Pooled Employer Plan and Multiple Employer plan design
  • 2+ years of experience with Defined Benefit Plans
  • 2+ years of experience with Cash Balance Plans
  • 1+ years of experience working with field partners (career agents, financial advisors, RIAs, BDs or general agencies)
  • FINRA series 6 and series 63 license at time of application
  • 3+ years of experience with Microsoft Office Suite, particularly PowerPoint
  • Bachelor’s degree or HS Diploma with 8+ years of retirement plan experience
Benefits
  • Regular meetings with the Workplace Retirement Solutions Team
  • Focused one-on-one meetings with your manager
  • 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 business with industry leading pay and benefits
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
retirement plan experience401(k) plan designProfit Sharing plan designPooled Employer Plan designDefined Benefit PlansCash Balance Planssales supportproblem-solvingpractice management supportfee benchmarking
Soft Skills
communicationanalytical skillsproactive researchexpectation managementeducational facilitationsales promotionteam collaborationcustomer servicestrategic thinkingrelationship management
Certifications
FINRA series 6 licenseFINRA series 63 license