Mutual Opportunities
Regional Director, Wealth Management
Remote - US
Thank you to our employees for voting us one of the top places to work in Massachusetts for five consecutive years!
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.
“Since our founding in 1851, mutuality has put our policyowners at the center of everything we do. At our core, we’re a company of people helping people in their time of need, and that spirit extends to the culture we’ve built at our company. Our employees support and rely on each other each day, collaborating to deliver the best solutions for our customers and help millions more secure their future and protect the ones they love.”
Job Description
The Opportunity
As a Regional Director, you’ll work directly with the Head of Business Development to develop and execute a strategic sales plan for your geographical territory. In partnership with your regional team and the appropriate business partners, you’ll support the field in achieving their Wealth Management, Financial Planning, Net Flows and Overall Balanced Practice Sales goals.
The Team
Financial products by themselves are worth little; financial advice for a client and the people and causes they care about are worth everything. Our mission is to enable advisor practices, agencies, and MassMutual to thrive in the advice, planning, protection and investment management market by coaching to solutions and expertise that:
- Helps clients protect the ones they love
- Guides advisors and clients through advice that helps them achieve their financial goals
- Helps clients grow wealth through wise investing
The Impact
As a Regional Director, your responsibilities will include but not limited to the following:
- Responsible for engaging with the Regional Vice President and each General Agent in your given territory, including working collaboratively to develop sales plans and execute sales programs to achieve the assigned goals in the areas of Wealth Management Product Sales, Net Flows and Advice based relationships in the form of Financial Planning.
- Develop a written plan for each agency based upon their unique combination of advisor and agency segmentation, level of advisor skill & will, sophistication level of the agency, quality of infrastructure, and other factors as determined by the GA scorecard.
- Upskill key agency leadership and infrastructure on Wealth Management Products and Services, including GA, Sales Managers, Investment Specialists and Financial Planning Directors through formal training and development programs.
- Perform periodic reviews of Wealth Management Sales, Financial Planning, and Net Flows Goals with General Agent, RVPs, and appropriate business partners, and adjust the plan to stay on track to achieve sales goals
- Responsible for the leadership, management and deployment of the Associate Regional Director, and the Regional Consultants into the appropriate coaching and consulting relationships to achieve territory goals and objectives.
- Conduct regular coaching program meetings, advisor focus groups, boot camps and virtual and live training sessions for top wealth advisors and planning advisors to ensure Wealth Sales Goals, Net Flows and Financial Planning goals are achieved.
- Deliver agency training on key concepts of the
- 6 Step Financial Planning Process
- Client Service Models
- Client Engagement Frameworks
- Product sales Conversations
- Net Flows Strategies
- Advisor Book of Business Assessments and Action plans for advisors, including practice management approaches for asset management
- Responsible for understanding the full Wealth Management and Insurance product suite and driving implementation of those products to help clients and advisors achieve their goals and objectives.
The Minimum Qualifications
- Bachelor’s degree or HS Diploma with 10+ years of experience working in the investment management and financial planning space
- 8+ years of sales experience selling investment management and financial planning products & solutions
- 1+ year of experience leading & developing a diverse and high performing sales individuals
- 2+ years of experience leading sales initiatives that touch, cross and/or impact multiple organizational areas
- FINRA Series 7 at time of application
- FINRA Series 63 or equivalent at time of application
- Ability to travel 50% as required
The Ideal Qualifications
- Deep understanding of the issues facing financial advisors as small business owners
- Understands Financial, Wealth and Insurance Products and the demands these disciplines place on an advisor practice
- Possess an in-depth knowledge of insurance and wealth management and any associated products and services
- Strong communication skills including: written, verbal, virtual and in-person presentations, and the ability to vary style between either coaching or consulting based on the situation
- Excellent listening and follow-up skills
- Self-motivated team player with a consultative and collaborative mindset
- Problem solver with strong business acumen and interpersonal skills
- Ability to work as both a collaborative team member and lead a team
Compensation:$90K-100K base salary plus sales-based incentive opportunity resulting in a total target compensation package of $200k - $250k.
What to Expect as Part of MassMutual and the Team
- Regular meetings with the Head of Business Development Regional Teams and other Sales Partners to drive strategic implementation and execution.
- 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.
- Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits.
#LI-BC1
#LI-Remote
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.If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
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.
Hiring Process
Explore
Explore our open jobs by clicking 'search jobs' to find a position that aligns with your experience and skills. You may also consider joining our Talent Network.
Apply
Click the “apply” button on that job posting to complete and submit your application. Your application will be reviewed by a recruiter, which, due to the volume of applications received, may take some time as we carefully consider each application.
Screen
After your application has been reviewed, if you meet the qualifications for the role, a recruiter will reach out to you to start a conversation.
Interview
If you are invited for an interview, you will be scheduled to meet with the hiring manager and hiring team.
Offer
If you are extended an offer to join MassMutual and accept, your start will be contingent upon a satisfactory background check.
Hire
If you accept the offer, we will be so excited to welcome you to the MassMutual community!
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
By the numbers*
- 88% of employee respondents say they are proud to work at MassMutual
-
90
% of employee respondents say they feel encouraged to bring forth new ideas - 86% of employee respondents say MassMutual cares about and supports the well-being of their employees
*Source: 2024 MassMutual employee engagement survey
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. Benefit details can be found here.
Why MassMutual?
Kevin
Compliance Consultant
Seth
Service Management Consultant
Kymberly
Head of Experience Journey Mapping
where we work
Springfield Office
1295 State Street, Springfield, MA
Boston Office
10 Fan Pier Blvd, Boston, MA
New York Office
2 Park Ave,
New York, NY
Virtual
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