Retirement Plan Consultant

4 weeks ago

Boston, United States MASSMUTUAL Full time

**The Opportunity**

We’re seeking a Retirement Plan Consultant to join our team, where your ability to be agile and accountability will be key to your success. You’ll be the face of the Workplace Retirement Solutions, collaborating and supporting the General Agents and Advisors on a day-to-day basis. You will also work with key internal partners to help identify and implement the products, services and capabilities required for our General Agents and Advisors to succeed in the group retirement plan market.

**The Team**

The MassMutual Workplace Retirement Solutions desk is a dedicated team of Retirement Plan Consultants who provide MassMutual Financial Professionals customized sales strategies to effectively win new business and implement a superior service model to retain valued retirement plan clients.

**The Impact**:
As a Retirement Plan Consultant, your responsibilities will include, but not be limited to the following:

- Provide value to General Agents and Advisors through day-to-day contact, receiving inquiries, sales support needs and moderately complex problems.
- Proactively research, analyze, and respond to General Agent and Advisor inquiries, timely and accurately.
- Manage expectations regarding requests for fee benchmarking 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 recordkeeping products and services.
- Promote and facilitate educational/sales calls to promote sales ideas and best practices related to group retirement.

**The Minimum Qualifications**:

- 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
- 2+ years of experience with Employee Stock Ownership Plans
- 3+ year of experience with Microsoft Office Suite, particularly PowerPoint
- Bachelor’s degree or HS Diploma with 8+ years of retirement plan experience

**The Ideal Qualifications**:

- Strong communication and presentation skills
- Strong problem-solving skills
- Pro-active, self-starter with ability to organize, prioritize and execute various projects across multiple functional areas simultaneously, in a fast-paced environment.

**What to Expect as Part of MassMutual and the Team**
- Regular meetings with the Workplace Retirement Solutions 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 business with industry leading pay and benefits

LI-BC1

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.

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