Sales Support Consultant

MassMutual

Sales Support Consultant managing data entry and workflows for financial planning at MassMutual. Supporting advisors with plan analysis, design, and client strategies in the financial services industry.

Posted 5/28/2026full-timeSpringfield • Massachusetts • 🇺🇸 United StatesJuniorMid-Level💰 $69,000 - $90,500 per yearWebsite

About the role

Key responsibilities & impact

Support the creation and execution of financial plans
Manage data entry and coordinate workflows
Assist with plan analysis and design
Ensure smooth communication between planners and consultants
Prepare correspondence and track financial plan progress
Conduct research on workflow solutions

Requirements

What you’ll need

High School Diploma
2+ years’ experience in financial services industry
1+ years' experience working with/supporting agencies or advisors
Experience with eMoney or other financial planning Software
Prior experience as a Paraplanner CFP® or progress towards CFP® designation
Communication skills (verbal and written)
Experience with Excel, PowerPoint, and other digital platforms
Strong technological proficiency
Robust research skills
Organizational and interpersonal skills

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development opportunities
Networking opportunities

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

data entryfinancial plan analysisfinancial plan designresearch skillstechnological proficiency

Soft Skills

communication skillsorganizational skillsinterpersonal skills

Certifications

High School DiplomaCFP® designation