Hybrid Retirement Plan Consultant

at MassMutual

• Job title: Retirement Plan Consultant
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $104,900 - $137,700 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Springfield, United States

About the role

• Retirement Plan Consultant supporting General Agents and Advisors in the group retirement plan market. Collaborating with internal partners and providing customized sales strategies for MassMutual Financial Professionals.

Responsibilities

• Provide value to General Agents and Advisors through day-to-day contact via a team inbox and team sales desk phone number - receiving inquiries, sales support needs and creating a strategy to solve moderately complex problems.
• Proactively research, analyze, and respond to General Agent and Advisor inquiries, timely and accurately on more complex problems or inquiries.
• Manage expectations regarding requests for Plan Reports, that include but are not limited to - fee benchmarking reports and plan investment reviews.
• Utilize digital and cutting-edge technology platforms to assist General Agents and Advisors with practice management support, identify and implement best practices to drive group retirement plan retention and overall growth.
• Possess a strong knowledge of retirement plan recordkeeping products and services.
• Promote and facilitate educational/sales calls to promote sales ideas and best practices related to group retirement.

Requirements

• 5+ years of retirement plan experience
• 2+ years of experience with 401(k), Profit Sharing, or Pooled Employer Plan and Multiple Employer plan design
• 2+ years of experience with Defined Benefit Plans
• 2+ years of experience with Cash Balance Plans
• 1+ years of experience working with field partners (career agents, financial advisors, RIAs, BDs or general agencies)
• FINRA series 6 and series 63 license at time of application
• 3+ years of experience with Microsoft Office Suite, particularly PowerPoint
• Bachelor’s degree or HS Diploma with 8+ years of retirement plan experience

Benefits

• Regular meetings with the Workplace Retirement Solutions Team
• Focused one-on-one meetings with your manager
• 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