Mutual Opportunities
Sales Support Consultant - Financial Planning
Springfield, Massachusetts; Boston, Massachusetts; New York, New York
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
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:
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
1+ 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 Preferred Qualifications
Series 7 & 63 at time of application or willingness to obtain
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-CR41
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.
Salary Range: $67,400.00-$88,400.00
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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