Sales Support Consultant

Overview

• ------------

A career with us means you’ll work alongside exceptional people and be empowered to reach your professional and personal goals. Our employees are at the foundation of what enables MassMutual to deliver on our purpose to help people secure their futures and protect the ones they love.

We embrace the idea that we all are stronger and better through our support for one another. We strive to create a culture where employees feel valued and are celebrated for who they are.

Job Description

• -------------------

The Opportunity

The Sales Support Consultant plays a critical role in supporting the creation and execution of high\-quality financial plans. By managing data entry, coordinating workflows, and ensuring accuracy across various planning software platforms, the Sales Support Consultant serves as a key connection between advisors and consultants. This role will also contribute to advisor onboarding, process improvement, and creating financial planning deliverables that support more profitable and effective client outcomes.

The Team

As the needs of advisors and clients change and demand more wealth management and planning products and services, MM Wealth Management has greater needs to thoughtfully and effectively engage with our Field partners to promote new and existing capabilities, products, and services, and swiftly execute key initiatives that will positively impact advisors and clients resulting in growth. As a member of the Wealth Management organization, you will join our team of passionate experts across multiple disciplines including Product, Financial Planning, Practice Management, Lending \& Banking, Trust, Investments and Operations.

The Impact

The Sales Support Consultant will work proactively with the field and business partners alike, in driving plan input, creating scenarios, stress testing, and developing client Strengths, Opportunities and making any initial observations.

The Key Responsibilities Include but not limited to:

• Client data entry to various planning software including but not limited to eMoney, Right Capital, and Money Guide Elite.
• Assist team members with basic to intermediate plan analysis, plan design, and development of client strategy to meet client goals.
• Help manage workflow between advisors/planners and case consultants to ensure timely delivery of plans. Provide a bridge for smooth communication between planners and consultants.
• Prepare correspondence and track financial plan progress and communicate where needed.
• Proactively follow\-up with advisors to ensure that they are efficiently moving through the planning process and following up on annual plan renewals. This includes resolving NIGO (Not\-in\-Good\-Order) issues.
• Research new work\-flow solutions that may be relevant in use with software or the financial planning process and make recommendations.
• Creates, designs and organizes presentation material for other team members.
• Work closely and effectively with consultants to keep them and others on the team informed of upcoming commitments and responsibilities and handle as appropriate.
• Ensure an ease of doing business for all CCU Advisors through proactive support and a continuous improvement mindset.
• Embrace the MassMutual Way in support of a comprehensive, consultative approach to client service.
• Focus on helping advisors run more efficient and profitable planning practices.

The Minimum Qualifications

• High School Diploma
• 2\+ years’ experience in financial services industry
• 1\+ years' experience working with/supporting agencies or advisors
• 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

The Ideal Qualifications

• Experience with eMoney or other financial planning Software
• Prior experience as a Paraplanner
• CFP® or progress towards CFP® designation
• Communication skills (verbal and written) and the ability to express ideas and share information with coworkers, advisors in an accurate manner.
• Experience with eMoney or other financial planning software.
• Strong technological proficiency, with advanced skills in Excel, PowerPoint, and other digital platforms, including a demonstrated ability to quickly learn and adapt to new software and tools.
• Robust research skills with the ability to independently locate, interpret, and apply new information quickly and accurately.
• A team\-oriented individual who thrives on collaboration and actively engages in networking to foster a supportive and connected work environment.
• Organizational and interpersonal skills including flexibility, thoroughness, accuracy and care in handling detail

What to Expect as Part of MassMutual and the Team

• Regular meetings with the Case Consulting Unit team
• Focused one\-on\-one meetings with your manager
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA\+, veteran and disability\-focused Business Resource Groups
• Access to learning content on Degreed and other informational platforms
• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

\#LI\-DK1

MassMutual is an equal employment opportunity employer. We welcome all persons to apply.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

MassMutual will accept applications on an ongoing basis until such time as a candidate has been offered employment. The job description includes the main duties of this position, which may evolve over time. You may be required to perform other duties not listed.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.

Salary Range: $69,000\-$90,500

Award\-Winning Culture

• --------------------------

MassMutual is guided by a single purpose: We help people secure their future and protect the ones they love. As a company operated for the benefit of our members and participating policyowners, we are defined by mutuality and our vision to provide financial well\-being for all Americans. 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.

We strive to build a thriving community where everyone is valued, included, and feels that they belong.

At MassMutual, we Live Mutual.

How We Work

• ---------------

MassMutual’s flexible workplace approach combines the importance of connecting in person and the flexibility of working remotely. Our hybrid model puts collaboration first with employees coming in at least three days per week to our spectacular campus settings and also enjoying the flexibility of remote Fridays, company\-wide remote weeks, and a bank of flexible remote weeks to use throughout the year.

Benefits for the whole you (and your loved ones)

• ----------------------------------------------------

There’s more to your life than your job and there’s more to your aspirations than a paycheck. We take a holistic view of compensation and benefits that provides the flexibility to create a healthy balance in your life for work, family, and community. We offer the benefits you’d expect, like medical, dental, 401(k), and generous vacation time, but we also offer ones you might not expect, like three paid days for volunteering, a $1,250 annual Well\-Being Wallet, and up to 320 hours of caregiver leave.

Explore some of our offerings below.

### Paid Time Off

• In addition to generous vacation time, paid holidays, and flexible holidays, MassMutual offers 'take care' time to care for yourself or someone you love—whether for physical illness or mental health.

### Health \& Well\-Being

In addition to top\-line medical and dental coverage, personalized mental health solutions, on\-site and virtual health coaching, and much more, MassMutual reimburses employees up to $1,250 per year for eligible expenses supporting mental, physical, and financial well\-being.

### Financial Well\-Being

In addition to competitive salaries and bonuses, educational assistance programs, and much more, MassMutual offers up to a 10% total 401(k) benefit, consisting of a 5% company match and a 5% annual contribution.

### Taking Care

MassMutual offers generous maternity and parental leaves, as well as bereavement leave to mourn the loss of a loved one (and the employee defines 'loved one'). In addition, we offer up to 320 hours of caregiver leave to help employees support loved ones in times of need.

### Giving Back

MassMutual offers three paid days for employees to volunteer with eligible nonprofits of their choice, and the MassMutual Foundation matches employee donation dollars to eligible nonprofit organizations up to $5,000 annually.

### Commuter Benefits

MassMutual offers a Qualified Commuter Program through which eligible employees can pay qualified workplace commuting expenses with before\-tax dollars, as well as a commuter wallet option for employees based at Boston and NYC campuses.