MassMutual Financial Group Business Strategy Consultant- Society 1851 in Springfield, Massachusetts

Founded in 1851, MassMutual is committed to its purpose: We help people secure their future and protect the ones they love. Ranked No. 76 in the annual FORTUNE® 500 ranking (FORTUNE® Magazine, 6/15/16), MassMutual continues its long history of financial strength. We invite you to bring your bright, innovative ideas to MassMutual as we continue to help millions of Americans achieve their financial goals. We continue to be recognized for our efforts to create a diverse and inclusive workplace! MassMutual is one of DiversityInc’s 2016 Top 50 Companies for Diversity and ranked a 2016 Top 10 Company for Executive Women by the National Association for Female Executives. In 2015, after more than 15 years of earning a place on the Working Mother Top 100 Best Companies list, MassMutual was inducted into the Working Mother Hall of Fame. MassMutual also scored 100 percent on The Human Rights Campaign's Corporate Equality Index (CEI) to earn a spot on the CEI Best Places to Work List (2016). In addition, MassMutual has been recognized as a World’s Most Ethical Company by the Ethisphere Institute and 2016 Military Friendly Employer by Military Friendly. For more information, visit or find us on Facebook, Twitter, LinkedIn, YouTube, Google+ and Pinterest.


Society 1851 is MassMutual’s top-advisor concierge program. We strive to serve as a strategic extension of our members’ practices, providing customized practice management consultation. Our commitment is to help our members become better business owners, utilizing specialized program offerings designed to grow a practice of transferable value.


Operate within the S1851 management team to train, coach and empower Relationship Managers (RM’s) in all program offerings:

  • Business Strategy

  • Formal business planning

  • Practice Management / Organizational Development

  • Recruiting / selection process

  • Talent alignment

  • Training and onboarding

  • Marketing and Branding

  • Brand development/enhancement

  • Marketing plans and budgeting

  • Client experiences

  • Referral Strategies

  • Strategic Networking

  • Center of Influence engagement

  • Prospecting events

  • Sales Support

  • Book of Business analysis strategies

  • Identify internal and external trends, then develop tools and trainings to increase the efficiency and consistency of the delivery from each RM

  • Leverage trending data to expand the offerings of our program

  • Assess a broad range of complicated issues and apply appropriate creative solutions to meet Member needs, spanning multiple areas of the industry, company and program

  • Support key program activities that foster agent loyalty and commitment to MassMutual:

  • Program Initiatives

  • Member Fly-Ins

  • Study Groups

  • Peer-to- peer Networking

  • Travel as required, to facilitate relationship growth and expand S1851 members’ practices, through program offerings / sales opportunities

  • Partner with Program Manager to identify continuous improvement opportunities with key business partners across the organization


  • 5+ years in the financial services arena, at least 3 years in MassMutual or a similar business

  • Successful at delivering presentations/messaging that influences others, including top advisors, executives and potential recruits

  • Values diversity, appreciates and learns to operate successfully within the organization culture

  • Strong organizational savviness and ability to navigate complex organizational boundaries

  • Well organized “planner” who has a reputation for delivering high quality results on time

  • Exceptional “soft skills;” routinely rewarded for being the “best of the best” when working with demanding customers

  • Expertise in quickly establishing credibility and developing strong working relationships with internal and external constituents

  • Superior communication skills; ability to interact, partner and negotiate with all levels within MassMutual

  • Skilled at managing up and across a broad organization; consistent demonstration of leadership

  • Ability to operate independently and make decisions with minimal supervision

  • High-level ability to work with financial information

  • Candidate must have the ability to work in the US without requiring sponsorship


  • Broker dealer and registered investment advisory experience a plus

  • Series 6 FINRA Registration preferred

  • Strong background in life insurance, holistic planning and MassMutual products


• Focus on the Customer: Know your customers well; add value with a sense of urgency.

• Act with Integrity: Be trustworthy, adhere to high ethical standards and adhere to the letter and spirit of applicable laws, rules, regulations and company policies

• Value People: Lead people to success; appreciate diverse backgrounds, ideas and experiences.

• Work Collaboratively: Partner with others to achieve results that leverage the right resources

• Achieve Results: Focus on winning; consistently exceed expectations, beat the competition

MassMutual Financial Group is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.