MassMutual Financial Group Managing Sales Director in Springfield, Massachusetts
Since 1851, MassMutual’s commitment has always been to help people protect their families, support their communities, and help one another. This is why we want to inspire people to Live Mutual. We at MassMutual value diversity and inclusion. We’re people helping people.
A career with us means you will work alongside exceptional people and be empowered to reach your professional and personal goals. Our employees are the foundation of what makes MassMutual a strong, stable and ethical business. We seek and value unique and varied perspectives and experiences because we believe we are stronger when all voices are heard. We invite you to bring your bright, innovative ideas to MassMutual as we continue to help millions of Americans rely on each other.
Together, we’re stronger.
MassMutual’s Strategic Wealth Partners is a startup remote, virtual advisory firm. Our team is comprised of trusted financial educators and architects that creatively guide clients through their financial journey. We listen, educate and collaborate to champion each client’s goals with integrity and passion. Our mission is to create a best-in-class virtual experience that empowers clients to take control of their destiny, on their terms. Using your expertise, influence and leadership, you will motivate and develop an enthusiastic, client-focused team to meet the needs of our clients.
What you’ll do
Lead by example to drive the firm’s strategy, mission and vision
Create a culture of high standards, integrity, collaboration, success and experimentation; adhere to culture and serve as an example
Achieve goals consistent with the company's expectations such as customer and employee satisfaction, firm sales and profitability, and servicing clients with a holistic approach
Serve as role model for time management and activity tracking; use time effectively/efficiently, set priorities and hold yourself accountable for meeting commitments
Manage the firm’s day-to-day operations
Develop and execute the firm’s business plan and strategy including sales results, marketing, staffing, operations, compliance, and information technology
Collaborate with leadership to refine strategy and business processes based upon customer and team learnings
Perform supervisory responsibilities to adhere to company guidelines as published in firm supervisory manuals
Ensure the firm is optimally staffed to provide the best client experience
Attract and retain exceptionally talented advisors that set a high bar for being truly innovative
Recruit new talent that will adhere to and to execute the firm culture
Evaluate, coach and develop all personnel in the firm, including advisors and specialty roles, through a spirit of collaboration
Demonstrate, train, coach and evaluate the consultative process and skills needed to succeed and ensure high-level, consistent client engagement by advisors
Advocate and contribute to the culture and reputation of the firm
Maintain trusted professional relationships within the home office to provide client solutions outside internal areas of expertise
Check and adjust firm policies and procedures to create a scalable prototype to be used in successive generations of firm design
Act as a consultant to the launch of MassMutual Strategic Wealth Partners
Contribute to the build-out of the firm’s processes and procedures
Author scripts for our series of client engagement interactions
Build workflows into the firm’s customer relationship management (CRM) software
Provide feedback to streamline product delivery processes
Actively participate in team trainings / coaching sessions
What you’ll bring to the team
Proven leadership skills to drive collaboration and a team-centric approach to provide a best-in-class client experience
Mindset that thrives in ambiguity and shifting priorities; creative thinking with a desire to challenge existing conventions and norms
Strong execution skills; focus on exceeding individual and company expectations and getting better – everyone, every day
Ability to create an environment where individuals work together to achieve results by actively listening, and understanding and creating solutions as part of a team with remote customers
Ability to foster an environment of respect; actively learn from each other’s diverse backgrounds, experiences and ideas
Ability to evaluate and diagnose performance issues; motivate and coach individuals to achieve their goals
Proven ability to build, strengthen and maintain trusted relationships
Exceptional communication skills and strong virtual presence
High emotional intelligence
Ability to de-escalate situations and handle dissatisfied clients in a calm manner
Strong desire to help clients through a best-in-class virtual experience
The ability to develop and implement complex financial strategies independently
Perform in depth needs analysis using the applicable technology
Solution based, data-driven thinking to analyze root causes
Broad knowledge of investments, insurance, taxes, retirement, college savings, estate planning, risk management, and capital gains planning
Excellent problem solving and research skills
Licensing: Life and Health, FINRA Series 7, FINRA Series 63, FINRA Series 24
College degree preferred; in lieu of degree, relevant work experience
10+ years’ experience in financial services industry / 5+ years’ management experience
Additional preferred skills
Financial Industry designations (e.g. CFP, CLU, ChFC)
Proficiency with CRM, financial planning software (Money Guide Pro [preferred] or eMoney) and electronic order entry systems
Ranked No. 93 in the annual FORTUNE ® 500 Ranking (FORTUNE ® Magazine, June 2018) and recognized as a World’s 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. 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.
Focus on the Customer: We understand our customers well and look for every opportunity to deliver an experience that is clear, easy, personal, human, empowering and trustworthy.
Act with Integrity: We deliver on our promises by being open, honest and humble and by adhering to the letter and spirit of applicable laws, rules, regulations and company policies.
Value People: We respect and learn from each other’s diverse backgrounds, experiences and ideas. We engage and develop people to their greatest potential.
Work Collaboratively: We work together to achieve results by actively listening, seeking, understanding and creating solutions as a unified team driving toward one company, one culture, one brand.
Achieve Results: We focus on winning by exceeding expectations and getting better – everyone, every day.
For more information, visit www.massmutual.com or find us on Facebook, Twitter, LinkedIn, YouTube, Google+, Instagram and Pinterest.
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.
At MassMutual, we’re fostering an inclusive and dynamic environment where our employees are valued for who they are and can build successful careers. For us, diversity and inclusion is more than a goal, it’s the only way forward.
• 100% rating on the Human Rights Campaign Corporate Equality Index (2018)
• National Association for Female Executives Top Company for Executive Women (2018)
• Disability Equality Index® (DEI) Best Place to Work for Disability inclusion (2018)
• Working Mother Media 100 Best Company (2017)
• Military Friendly Employer (2018)