MassMutual

Regional Business Development Consultant

MassMutual

full-time

Posted on:

Location Type: Hybrid

Location: Alabama • Florida • United States

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Salary

💰 $77,000 - $90,000 per year

About the role

  • Expand client base and provide personalized financial advice
  • Leverage diverse expertise from outside the immediate geographic area
  • Partner with an Associate Regional Director to drive sales and business results within your designated territory
  • Support field in achieving Wealth Management goals and driving sales and business results
  • Report to Associate Regional Director and conduct regular coaching programs, support advisor focus groups, and virtual training sessions
  • Understand the full Wealth Management and Insurance product suite and implement products to help clients and advisors achieve their goals
  • Report to the appropriate Senior Regional Consultant on sales progress to ensure Wealth Management Sales Results are met

Requirements

  • Bachelor's degree
  • 3+ years' experience in the financial services industry
  • 2+ years' experience in financial advising, internal wholesaling, financial planning or retail financial services / operations
  • 1+ years' experience with some type of fee-based management
  • Must reside in the one of the following states: NC, SC, GA, FL, AL, LA, MS
  • Required Travel: 0 – 5% within designated territory
  • Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA
  • Series 7 at time of application
  • Series 63 + 65, or 66 at time of application or must obtain within 180 days
  • 2+ years financial planning or financial advising experience
  • 3+ years’ experience with data gathering, case analysis and strategy implementation, as well as how to implement ongoing planning through a service model
  • Industry designation (CFP, CLU, CHFC) or currently in progress
  • Strong presentation skills in both live and virtual formats
  • Ability to clearly communicate nuanced concepts and navigate sometimes complex interpersonal dynamics.
  • Comfortable in a fast-paced, high-demand, dynamic environment
  • Ability to work as both a collaborative team member
  • Strong written and verbal communication skills
  • Excellent listening and follow-up skills.
Benefits
  • Regular meetings with Regional Director and Associate Regional Director to drive territory results
  • 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
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial advisingfinancial planningfee-based managementdata gatheringcase analysisstrategy implementationWealth ManagementInsurance productssales resultscoaching programs
Soft Skills
presentation skillscommunication skillsinterpersonal dynamicscollaborationlistening skillsfollow-up skillsadaptabilityteamworkcoachingtraining
Certifications
Series 7Series 63Series 65Series 66CFPCLUCHFC