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MassMutual · 9 hours ago

Retirement Plan Consultant

Springfield, MA

Full-time

Hybrid

Senior Level

5+ years exp

MassMutual is seeking a Retirement Plan Consultant to join their Workplace Retirement Solutions team. The role involves providing support to General Agents and Advisors, managing inquiries, and utilizing technology to enhance retirement plan services.

FinanceFinancial ServicesInsuranceLife InsuranceRetirement

H1B Sponsor Likely

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

Qualification

Retirement plan experienceDefined Benefit PlansCash Balance PlansFINRA series 6 licenseMicrosoft Office SuiteCommunication skillsProblem-solving skillsPro-active self-starter

Required

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

Preferred

Experience with Employee Stock Ownership Plans

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

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

Company

MassMutual

Glassdoor3.9

MassMutual is a mutual life insurance company that provides investment management and trust services.

Founded in 1851

Springfield, Massachusetts, USA

5001-10000 employees

https://www.massmutual.com/

H1B Sponsorship

MassMutual has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (96)

2024 (94)

2023 (66)

2022 (115)

2021 (121)

2020 (73)