The Opportunity

As an Associate Regional Director, you will be responsible for developing and executing strategies focused on coaching advisors on financial planning, investment management, practice management and client acquisition within your geographical area. In partnership with a Regional Director and Regional Consultants, you’ll educate advisors to help them grow their wealth and financial planning businesses, including making introductions to subject matter experts in home office.

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

In partnership with the Regional Director, you’ll develop and execute a strategic plan for your geographical territory, supporting the field in achieving their Wealth Management goals.

Key responsibilities include, but are not limited to:

• Tactical execution of written plan in each agency
• 1x1 advisor coaching and support for novice and high potential experienced advisors to grow their wealth and financial planning business
• Conduct regular coaching program advisor focus groups for high potential wealth advisors, and support bootcamps as necessary
• Execute WM sessions at Field conferences (MassMutual Academy, Career Development School, etc.)
• Deliver agency training on key concepts including:
  • 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

The Minimum Qualifications

• Bachelor’s degree or HS Diploma with 10+ years of experience working in the investment management and financial planning space
• 5+ years of sales experience selling investment management and financial planning products & solutions
• FINRA Licensing- Series 7 at time of application
• FINRA Licensing - 66 or equivalent at time of application or ability to obtain within 180 days of hire
• 2+ years of experience working and developing in-depth knowledge of insurance, wealth management and any associated products and services
• Ability to travel upwards of 50%

The Ideal Qualifications

• Bachelor’s degree in Business/Economics or other similar degree
• 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
• Proven sales across multiple products
• Strong presentation skills in both live and virtual formats
• Self-motivated team player with a consultative and collaborative mindset
• Problem solver with strong business acumen and interpersonal skills
• Can vary their communication style between either coaching or consulting based on the demands of the situation
• Ability to clearly communicate nuanced concepts and navigate sometimes complex interpersonal dynamics

Compensation: $70K-80K base salary plus sales-based incentive opportunity resulting in a total target compensation package of $160K

What to Expect as Part of MassMutual and the Team

• Regular meetings with the Head of Business Development, Regional Director, Regional Consultants and Regional 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.

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#LI-REMOTE

Why Join Us.

We’ve been around since 1851. During our history, we’ve learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.

We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. 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. At MassMutual, we Live Mutual.

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.

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. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.