Senior Consultant in Healthcare Consulting Group focusing on client service projects for Hospitals, Physician Practices, and Government Entities. Responsible for supporting senior staff in executing engagements and managing project objectives.
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
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