Practice Management Presenter
Company: MassMutual
Location: Hartford
Posted on: April 24, 2024
Job Description:
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 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-RS1MassMutual 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.
Keywords: MassMutual, New Britain , Practice Management Presenter, Executive , Hartford, Connecticut
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