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

As a Society 1851 Wealth Management Concierge Consultant you will be providing world class customer service to MassMutual's Top Financial Services Representative. 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 concierge consultant plays a key role in building strong partnerships with their assigned advisors, identifying needs-based service and training opportunities and ensuring value is added by delivering world class service. Accomplishing these goals involves working with other MMLIS departments and agency support staff.

KEY RESPONSIBILITIES INCLUDE

* Provide dedicated wealth management support to top advisors and teams.

* Drive high satisfaction, quality and efficiency for advisors.

* Build relationships and work with key business decision makers throughout MMLIS organization.

* Promote, educate, and train advisors and their staff on the vast array of MMLIS offerings such as the MMLIS Wealth Management, Brokerage Platform, and Variable Annuity Order Entry system.

* Provide MMLIS transition support to qualifying recruits

* Proactively communicate MMLIS updates with their advisor populations.

* Serve as subject matter expert on BD policies and procedures for external representatives transitioning to the MassMutual platform

* Demonstrate ability to understand the needs of transitioning advisors and proactively address their concerns.

* Act as a liaison between the Firm and Home Office Product area to review the Business Profile Supplement identify competitors products and platforms, as well as issues in the portability of products, gaps in selling agreements, and dependencies.

* Act as liaison between Firm, BD home office and third party resources to ensure client accounts are moved to MMLIS platform timely

* Research and resolve book of business transition issues as needed

* Act as liaison between Firm, BD home office and third party resources to ensure client accounts are moved to MMLIS platform timely

* Identify cases that are not in good order (NIGO) and work with our Advisor force to resolve.

MINIMUM QUALIFICATIONS

* Solid understanding of broker-dealer operations and account opening procedures for direct, brokerage and advisory products

* 5+ years in the financial services arena or at least 3 years in MMLIS operations

* Required to obtain FINRA Series 7 license within 180 days

* Strong organizational savviness and ability to navigate complex situations

* Exceptional customer service skills who has a reputation for delivering high quality results on time

* Expertise in quickly establishing credibility and developing strong working relationships with internal and external constituents

* Excellent data entry skills with a high level of accuracy

* Superior communication skills; ability to interact and partner with a variety of audiences

* Ability to manage multiple priorities in fast-paced and time sensitive environment and adhere to strict deadlines

IDEAL QUALIFICATIONS

* FINRA Series 24

* FINRA Series 7

* Proficiency in the MMLIS Wealth Management and Brokerage Platforms.

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Why Join Us.

Weve been around since 1851. During our history, weve 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.

Recognized as a 2020 Worlds Most Ethical Company by Ethisphere, MassMutual is guided by a single purpose: 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. Its more than our company structure its 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.