Advanced Markets Consultant
MassMutual
full-time
Posted on:
Location Type: Hybrid
Location: Springfield • Massachusetts • United States
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Salary
💰 $115,900 - $152,100 per year
About the role
- Serve as a subject matter expert on complex insurance and financial planning strategies
- Provide advanced case design support to advisors and internal partners
- Deliver guidance on estate planning, business succession, and high-net-worth client solutions
- Create customized illustrations and offer technical expertise
- Collaborate closely with product development and actuarial teams
- Contribute to advisor training and education
- Ensure compliance with regulatory and company standards
- Drive sales growth through strategic consultation and advanced planning expertise
Requirements
- 5+ Years of financial services experience
- 3+ years' experience with advanced sales concepts such as Deferred Compensation, 162 Bonus, Split Dollar etc.
- 3+ years' experience as an Internal or External Wholesaler on a National Sales Desk with Life experience
- Bachelor’s degree
- Series 6 at time of application or must obtain within 6 months of hire
- Experience using Excel to create formulas, V-look ups, and pivot tables
- CLU, ChFC and/or CFP accreditations
- Excellent presentation skills
- Extremely organized, detail-oriented, capable of self-managing and multi-tasking in a fast-paced, demanding environment
Benefits
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Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningcase designestate planningbusiness successionsales conceptsDeferred Compensation162 BonusSplit DollarExcelformulas
Soft Skills
presentation skillsorganizeddetail-orientedself-managingmulti-tasking
Certifications
Bachelor’s degreeSeries 6CLUChFCCFP