Practice Management Presenter

4 weeks ago

Boston MA United States MassMutual Full time

Practice Management Presenter, Key Accounts Annuity & Hybrid Team, MMSD

Full-Time, Boston, Springfield or NYC (Hybrid)

Opportunity

The MMSD Advisor Practice Management Consultant is responsible for the creation and delivery of CE programs, financial planning software education and practice management thought leadership to financial professionals. This is a new role for MMSD, great opportunity to shape our value-add program. 

The Team

The MMSD Annuity team is responsible for the expansion of annuity solutions in the third-party marketplace. The team is responsible for all aspects of running the MMSD business, New Business Development, Industry Strategy, Key Account Management, Wholesaling Oversight, New Business Oversight, Marketing and Compliance Oversight.

The Impact

We’re growing and our clients deserve the best. The MMSD Advisor Practice Management Consultant you’ll have an opportunity to have an integral role in the onboarding of new hires as well as ongoing training and developing the current team.. 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.

Key Responsibilities Include

  • Own the CE program for MMSD annuity through all facets of development, deployment, planning, presenting, follow through and key metrics for success.

  • Manage CE vendor partners.

  • Partner with key account management team, national sales manager, and external wholesalers in the planning, preparation, and execution of virtual and in-person CE events.

  • Present CE content on behalf of MMSD and wholesalers for virtual and in-person events.

  • Create. manage and track leads for external and internal wholesalers from the CE program.

  • Develop and track metrics showing the value of the CE program.

  • Understand financial planning tools to uncover and integrate annuities into planning process.

  • Develop and deliver training on industry financial planning tools i.e., E-Monday, Money Guide Pro

  • Train financial advisors on financial planning tools at both virtual and in-person forums.

  • Build strategy for value-add practice management content.

  • Deliver value add content for wholesaler usage.

Minimum Qualification

  • Bachelor’s Degree or High School Diploma with 5+ years of equivalent work experience.

  • 5+ years’ experience working in Investment financial services industry.

  • Series 6 or 7 required at time of application.

  • 2+ years’ experience working with annuities.

  • 3+ years’ experience owning CE program including presenting, creating CE curriculum to financial advisors, wholesalers, field partners, etc

  • 1+ year of experience with 3rd party distribution

  • Travel required, estimated 50%+

Ideal Qualifications

  • 5+ years’ experience owning CE program including presenting, creating CE curriculum to financial advisors, wholesalers, field partners, etc

  • Excellent written and verbal communication skills

  • Proficient with MS Office Suite, with a focus on PowerPoint Strong organizational, detail orientation and understanding of teaching methodologies/best practices

  • 3+ years of experience with 3rd party distribution

  • 7+ years’ experience working in Investment financial services industry.

What to Expect as Part of MassMutual and the Team

  • Regular meetings with the MMSD Annuity/Hybrid Distribution Team

  • Focused one-on-one meetings with your manager

  • 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 nosiness with industry leading pay and benefits

#LI-RS1

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.

  • Practice Management Presenter

    4 weeks ago

    Boston, United States MassMutual Full time

    Practice Management Presenter, Key Accounts Annuity & Hybrid Team, MMSDFull-Time, Boston, Springfield or NYC (Hybrid)Opportunity The MMSD Advisor Practice Management Consultant is responsible for the creation and delivery of CE programs, financial planning software education and practice management thought leadership to financial professionals. This is a new...

  • Data and Presentation Specialist

    3 weeks ago

    Boston, Massachusetts, United States GMO Full time

    Company ProfileFounded in 1977, GMO is a global investment manager committed to delivering superior long-term investment performance and advice to our clients. We offer strategies and solutions where we believe we are positioned to add the greatest value for our investors. These include multi-asset class, equity, fixed income, and alternative offerings. We...

  • Practice Manager

    2 weeks ago

    Boston, MA, United States Mass General Brigham Full time

    DescriptionReceiving general direction from and in collaboration with the Sr. Administrative Director for Surgery and the Churchill clinical leadership team, the Practice Manager (PM) is responsible for the oversight of day-to-date operations and support staff of the Trauma, Emergency Surgery and Surgical Critical Care (TESSCC) Division and the Churchill...

  • Project Manager II

    7 days ago

    Boston, MA, United States Mass General Brigham Full time

    DescriptionDescription - ExternalGENERAL SUMMARY/ OVERVIEW STATEMENTThe MGH/MGPO Practice Improvement Division is charged with optimizing and standardizing operations for MGH/MGPO ambulatory practices. Ambulatory Management provides consulting and practice support to the ambulatory practices of the MGH/MGPO and is charged with supporting ambulatory practices...

  • Security Officer

    4 weeks ago

    Boston, United States AEG Full time

    For more than 20 years, AEG has played a pivotal role in transforming sports and live entertainment. Annually, we host more than 160 million guests, promote more than 10,000 shows and present more than 22,000 events around the world. We are committed to innovation, artistry, and community, and leverage the power of our 300+ venues, leading sports...

  • Security Officer

    4 weeks ago

    Boston, United States teamworkonline Full time

    For more than 20 years, AEG has played a pivotal role in transforming sports and live entertainment. Annually, we host more than 160 million guests, promote more than 10,000 shows and present more than 22,000 events around the world. We are committed to innovation, artistry, and community, and leverage the power of our 300+ venues, leading sports franchises,...

  • Marketing Manager

    7 days ago

    Boston, United States UG2 Management Full time

    UG2 is seeking an experienced Marketing Manager to support all aspects of our marketing and communications efforts and play a pivotal role in driving our brand visibility, generating leads, and nurturing relationships. As a Marketing Manager at UG2, you will be responsible for developing and implementing marketing strategies to attract and retain new...

  • Practice Manager

    1 day ago

    Boston, United States Massachusetts General Hospital(MGH) Full time

    **Practice Manager** - (3291104) **_ GENERAL SUMMARY/ OVERVIEW STATEMENT:_** Receiving direction from the MGH Dental Chief and reporting to the OMFS Operations Director, the Practice Manager (PM) is responsible for managing and coordinating the day-to-day operation and activities including the administrative oversight of the MGH Sub-Divisions of Dentistry...

  • Practice Coordinator

    2 weeks ago

    Boston, MA, United States Mass General Brigham Full time

    Description BRIGHAM AND WOMEN’S HOSPITALJob Title: Practice Cooridinator                                                             Date: 05/12/2014Job Code:                                 Grade: ...

  • Senior Manager, MC

    2 weeks ago

    Boston, MA, United States BDO International Full time

    Job Summary: The Management Consulting (MC) Senior Manager will work under the authority of the MC National Practice Leader and is responsible for managing and delivering high value solutions to multiple clients initially in the areas of:Technology EnablementOperational TransformationPre/Post Deal SupportIn this role, the MC Senior Manager is charged with...

  • Risk Management Nurse

    7 days ago

    Boston, MA, United States Boston Medical Center Full time

    POSITION SUMMARY: The Risk Management Nurse/Specialist is responsible for participating in the development, implementation, and coordination of a highly visible, proactive institution-wide program to maximize the safety of services delivered to BMC patients. The Specialist responds to patient harm events, learns from individual cases, identifies risk...

  • Guest Services Staff

    1 week ago

    Boston, United States Aeg Worldwide Inc Full time

    Work at AEG **Guest Services Staff - Bowery Presents** * **Box Office Attendant** * **Guest Services Staff** * **Guest Services Supervisor** * **Merchandise Seller** * **Usher/Ticket Taker** **SUMMARY** The **Box Office Attendant** is responsible for communicating information regarding the location, event, seating options, price structures, and other...

  • Business Development Manager

    2 weeks ago

    Boston, United States UG2 Management Full time

    UG2 is recruiting a Business Development Manager, with opportunities available in our Boston, MA office. This role is crucial in supporting sales activities in Facility Services (Janitorial, Engineering & Landscaping) across the Southeast region and building on the current pipeline in the respective market. The successful candidate will be responsible for...

  • Entry Level Account Manager

    4 days ago

    Boston, United States Morph Management Full time

    Morph Management is thriving as a business consulting and sales firm located in Boston ! Our forward-thinking marketing strategies and innovative sales tactics are what attract our reputable clients to us. Now that our clients are expanding, we are looking for entry-level candidates to join our marketing and sales team as an Entry Level Account Manager! Our...

  • Manager, Product Marketing

    2 weeks ago

    Boston, MA, United States HarbourVest Partners Full time

    Job Description SummaryFor over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative...

  • Manager, Strategy

    7 days ago

    Boston, MA, United States Brandwatch Full time

    DescriptionBrandwatch is the global leader in social and digital consumer intelligence, working with the biggest brands and most admired agencies worldwide – 39 of the Fortune 100 are clients. Recently named a leader in The Forrester Wave, we build smart software solutions that help capture, understand and share insights from millions of conversations...

  • Audit Manager

    2 weeks ago

    Boston, MA, United States NPAworldwide Full time

    Job description: Internal Audit Manager (in office Tuesday- Thursday)Our client is a well-established financial services firm. Their outstanding record as an investor, a culture that fosters the greatergood and progressive employee policies make them a very attractive place to work. The firm is also active in the community and many employees are active...

  • Dir Advanced Practice Nursing

    4 days ago

    Boston, MA, United States Dana-Farber Cancer Institute Full time

    Overview The Dana Farber Cancer Institute (DFCI) the Director of Advanced Practice Nursing provides clinical oversight for Pediatric and Adult Advanced Practice Nurses with accountability to the Chief NP in the Departments of Nursing. This leader is accountable for APRN practice standards, regulatory compliance, credentialing, and professional advancement....

  • Project Manager, Change Management

    2 weeks ago

    Boston, MA, United States Mass General Brigham Full time

    DescriptionGeneral SummaryThe Business Excellence program is a multi-year business operations transformation effort for Mass General Brigham Healthcare System. This important enterprise initiative will culminate in the implementation of leading technologies to optimize employees’ experiences across Finance, Human Resources, Supply Chain, and Research...

  • Licensed Practical Nurse, LPN

    4 days ago

    Viburnum, MO, United States Longterm Health Management Services Full time

    Longterm Health Management Services -   Are you looking for a rewarding career in Nursing? We are currently searching for Licensed Practical Nurses, LPN’s to join our friendly, caring and supportive team! Our team is looking to invest in Licensed Practical Nurses, LPN’s by providing opportunities to further your career and with the tools and...