Wealth Management Sales Consultant

The Opportunity As a Wealth Management Sales Consultant, you will be responsible for expanding our client base, providing personalized financial advice, and leveraging diverse expertise from outside our immediate geographic area. The Team To enhance our wealth management services, we have restructured our existing team to include four Regional Directors, each supported by Associate Regional Directors and Regional Consultants. As a Regional Consultant, you will partner with an Associate Regional Director to drive sales and business results within your designated territory. To further support our wealth management efforts, we have also specialized our teams as follows: Net Flows, Financial Planning and Practice Management: Responsible for helping advisors service existing clients, deepen relationships by creating systems for net new assets, and driving Financial Planning Services Renewals Net Flows, Financial Planning and Client Acquisition: Responsible for helping advisors onboard new, advice-based clients, driving new Fee Based Planning relationship through sales frameworks ensuring all movable assets are capture The Impact In partnership with an Associate Regional Director and Regional Director, you will execute key activities in your geographical territory, supporting the field in achieving their Wealth Management goals and driving sales and business results. Key responsibilities include, but are not limited to: Report to your Associate Regional Director to ensure you have the appropriate skills to execute your role and drive assigned sales and business results. Responsible for the tactical execution of the written sales plan for each agency as assigned by the Regional Director Conduct regular coaching programs, support advisor focus groups and boot camps as is needed, and conduct virtual training sessions for novice and high potential advisors to grow their wealth, net flows and financial planning business Conduct beginner and intermediate virtual training series Responsible for understanding the full Wealth Management and Insurance product suite and driving implementation of those products to help clients and advisors achieve their goals and objectives. Report to the appropriate Senior Regional Consultant on sales progress to ensure Wealth Management Sales Results are met The Minimum Qualifications Bachelor's degree 3+ years' experience in the financial services industry 2+ years' experience in financial advising, internal wholesaling, financial planning or retail financial services / operations 1+ years' experience with some type of fee-based management Required Travel: 0 – 5% within designated territory Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA The Ideal Qualifications Series 7 at time of application Series 63 + 65, or 66 at time of application or must obtain within 180 days 2+ years financial planning or financial advising experience 3+ years’ experience with data gathering, case analysis and strategy implementation, as well as how to implement ongoing planning through a service model Industry designation (CFP, CLU, CHFC) or currently in progress Strong presentation skills in both live and virtual formats Ability to clearly communicate nuanced concepts and navigate sometimes complex interpersonal dynamics. Comfortable in a fast-paced, high-demand, dynamic environment Ability to work as both a collaborative team member Strong written and verbal communication skills Excellent listening and follow-up skills Salary Range: $65K - $80K base salary range plus sales-based incentive opportunity resulting in a total target compensation package of $100K - $125K What to Expect as Part of MassMutual and the Team Regular meetings with Regional Director and Associate Regional Director to drive territory results 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 #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. 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. At MassMutual, we’re passionate about helping people secure their future and protect the ones they love. A career with us means you’ll help our customers protect what matters most. It also means you’ll work alongside exceptional people and be empowered to reach your professional and personal goals. Our employees are at the foundation of what makes MassMutual a strong, stable and ethical business. We invite you to explore the possibilities. At MassMutual, we believe in the value of being together in our offices and in personal flexibility. Our work environment is one where the majority of our team members work a hybrid schedule — working at least three days in the office (Tuesday, Wednesday and a third day) and the rest remotely, balancing flexibility with in-person collaboration. While the majority of our employees follow this hybrid model, some of our roles continue to be 100% on-site and others may be 100% remote, subject to business needs. MassMutual is guided by a single purpose: We help people secure their future and protect the ones they love. As a company operated for the benefit of our members, policyowners and customers, 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. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.