Case consultant job description

Do you want to be part of a team that encourages your growth, supports your ambitions and makes it a priority for you to reach your goals? Is helping people part of who you are? At MassMutual, we help millions of people find financial freedom, offer financial protection and plan for the future. We do this by building trust with our customers by being knowledgeable problem solvers and prioritize their needs above all else. We Live Mutual.
Description

THE OPPORTUNITY
The role of the Financial Planning Case Consultant is to work on a team of consultants providing support for fee-based financial planning cases. Consultants will focus their support to Planners and Advisors with moderate to affluent clients. In this role, as well as all roles within MassMutual, you will demonstrate accountability, agility, a dedication to be inclusive, a strong business acumen, and will show courage, even in the most difficult situations. We also highly value strong communication skills, a passion for learning, leadership traits, resilience, and self-awareness. THE IMPACT The Consultant will work proactively with the field and business partners alike, in driving results, plan implementation, and providing a client-centric experience.The key responsibilities include:Primary support to Planners and Advisors on Financial Planning cases for moderate to affluent clients who may be either individuals or small business owners.Provide support to Senior Consultants with their caseloads, including cases for affluent and high net worth clients.Review and approve fee based plans created by financial planners and financial planning infrastructure associates.Responsibility for quality of advice for plans they review and approve.Assist Financial Planners with basic to intermediate plan analysis, plan design and development of a client strategy to meet client goals.Embrace the MassMutual Way in support of a comprehensive, consultative approach to client service.Develop strong knowledge regarding core company products and services and be proficient in influencing implementation of plans.Focus on helping planners run more efficient and profitable planning practices Client data entry to various planning software including but not limited to eMoney, Right Capital, Money Guide, etc. as needed THE MINIMUM QUALIFICATIONS:At least 2+ years experience working in the financial services industry planning areas including investment planning, retirement planning, estate planning, tax planning protection planning and business planning Series 7 license at time of application Series 66 license or attain within 180 days of start Bachelor's DegreeIndustry designation, preferably CFP , CLU or ChFC, or equivalent or working towards CFP Experience with eMoney or other financial planning Software Communication skills (verbal and written) and the ability to express ideas and share information with coworkers, advisors and planners in an accurate manner THE IDEAL QUALIFICATIONSUnderstanding of the legal and tax aspects of product implementation in the sales process Real world knowledge of business and estate planning techniques and their applications to the affluent markets, and of products and services available throughout the industry Possess a solid understanding of life insurance and annuity products and the sales processes with the ability to simplify into readily understandable concepts for clients. Position LocationMust be willing to work from our Springfield or Boston, MA office 2-3 days a week SALARY RANGE$75,000 - $90,000 + annual bonus & competitive benefits package #LI-CR41

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.