Financial Planning Regional Specialist

The Opportunity

As a Financial Planning Regional Specialistyou will be responsible for developing, maintaining, and strengthening relationships with new and existing Financial Advisors, Financial Planners, Financial Planning Directors, and Support Staff.

The Impact

In partnership with the Regional Director in the designated territory (Mid-Atlantic), you will effectively communicate MassMutual’s financial planning process and our strategic vision to drive growth and achievement through financial planning and advice.

You will help Financial Advisors build an additional revenue stream in their business and ensure that their clients are achieving their financial goals through appropriate product implementation.

Key Responsibilities Include :

Proactive daily phone calls within your designated region to develop, maintain, and deepen relationships with new and existing Financial Advisors, Financial Planners, Financial Planning Directors, and Support Staff

Working directly with Advisors within your designated region to implement financial planning in their practices

Increasing product implementation rates and productivity through planning and sales frameworks coordination with other product lines and partners

Growing financial planning in the designated region through client acquisition strategies and coaching advisors to execute on key marketing activities

Facilitating and conducting virtual training, roles plays and coaching programs

Building long-term, fee-based financial planning practices focused on client experience

The Minimum Qualifications

Bachelor's degree

Series 6 or 7 required at time of application

Series 63, 65, or 66 at time of application or must obtain within first year

3+ years' experience as a Financial Advisor / Internal Wholesaler or in Financial Planning

3+ years’ experience with data gathering, case analysis and strategy implementation, as well as how to implement ongoing planning through a service model

1+ years experience with some type of fee-based management

Required Travel : 0 15% within designated territory

The Ideal Qualifications

Advanced Degree

Industry designations (i.e. CFP, CLU, CHFC) or currently in progress

What to Expect as Part of MassMutual and the Team

Regular meetings with the Advice & Financial Planning Team

Focused one-on-one meetings with your manager

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 interest with industry leading pay and benefits

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Salary Range :

$76,200.00-$100,000.00

At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees.

Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.