MassMutual Financial Group Regional Director of Advice & Financial Planning in Boston, Massachusetts
Since 1851, MassMutual’s commitment has always been to help people protect their families, support their communities, and help one another. This is why we want to inspire people to Live Mutual. We’re people helping people.
A career with us means you will work alongside exceptional people and be empowered to reach your professional and personal goals. Our employees are the foundation of what makes MassMutual a strong, stable and ethical business. We seek and value unique and varied perspectives and experiences because we believe we are stronger when all voices are heard. We invite you to bring your bright, innovative ideas to MassMutual as we continue to help millions of Americans rely on each other.
Together, we’re stronger.
Role Summary : Drive Financial Planning and Advice Implementation Growth in the Designated Region (Financial Plans, Financial Planning Fees, Product Penetration)
Partner effectively with GA’s, Sales Managers and Advisors in the Field
Implement Sales Processes, and Training and Implementation Programs for FP and Advice
Grow Financial Planning & Advice: Field Sales Leadership
Work alongside your team with GAs on Developing a Firm Financial Planning Growth Plan: Segment > Engage > Execute
In Firm Financial Planning Marketing Strategies
In Firm Sales Process & Strategy Development
In Firm FP Infrastructure Development
Lead FP Focus Groups in conjunction with GAs
Work directly with Sales Managers with your team to Implement and Drive FP Sales & Product Implementation
Work directly with Advisors with your team to Implement Financial Planning in their Practice
Financial Planning Strategy Work
Coordinate In Field Efforts with Key Field Leadership
Coordinate Training Efforts
Align Key Resources for Execution, including Product Partners and other Financial Planning Resources
Financial Planning—This individual must have in depth knowledge of Financial Planning. This should include:
Knowledge of the FP Process, including selling FP, data gathering, case analysis and strategy implementation, as well as how to implement ongoing planning through a service model
Understanding of the role tools play in supporting the sales process and enhancing the client experience
This individual should have experience as a Financial Planning Practitioner
Knowledge of Products & Services—This individual should have an in depth knowledge of the following Products & Services, and must have experience selling or implementing them:
Insurance: Disability, Life, and Long Term Care Insurance
Fee based investment management
Coaching & Consulting- This individual must have experience influencing advisors through both long term relationship building, and short term analysis work
Practice Management- This individual should have strong practice management knowledge specific to financial planning including:
Building a long-term, fee-based financial planning practice
Client Service Model processes to drive deepening
Methods for practice growth through efficiencies
Ranked No. 93 in the annual FORTUNE ® 500 Ranking (FORTUNE ® Magazine, June 2018) and recognized as a World’s Most Ethical Company by Ethisphere, MassMutual is guided by a single purpose: We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It’s more than our company structure – it’s our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.
Focus on the Customer: We understand our customers well and look for every opportunity to deliver an experience that is clear, easy, personal, human, empowering and trustworthy.
Act with Integrity: We deliver on our promises by being open, honest and humble and by adhering to the letter and spirit of applicable laws, rules, regulations and company policies.
Value People: We respect and learn from each other’s diverse backgrounds, experiences and ideas. We engage and develop people to their greatest potential.
Work Collaboratively: We work together to achieve results by actively listening, seeking, understanding and creating solutions as a unified team driving toward one company, one culture, one brand.
Achieve Results: We focus on winning by exceeding expectations and getting better – everyone, every day.
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MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.
At MassMutual, we’re fostering an inclusive and dynamic environment where our employees are valued for who they are and can build successful careers. For us, diversity and inclusion is more than a goal, it’s the only way forward.
• 100% rating on the Human Rights Campaign Corporate Equality Index (2018)
• National Association for Female Executives Top Company for Executive Women (2018)
• Disability Equality Index® (DEI) Best Place to Work for Disability inclusion (2018)
• Working Mother Media 100 Best Company (2017)
• Military Friendly Employer (2018)