MassMutual · 11 hours ago
Advanced Markets Consultant
Boston, MA
Full-time
Onsite
Senior Level
5+ years expMassMutual is a leading financial services company, and they are seeking an Advanced Markets Consultant to serve as a subject matter expert on complex insurance and financial planning strategies. In this role, you will provide strategic counsel to advisors, deliver expert guidance on high-net-worth client solutions, and collaborate with various teams to drive sales growth.
FinanceFinancial ServicesInsuranceLife InsuranceRetirement
Responsibilities
Serve as a subject matter expert on complex insurance and financial planning strategies
Provide advanced case design support to advisors and internal partners
Deliver guidance on estate planning, business succession, and high-net-worth client solutions
Create customized illustrations and offer technical expertise
Collaborate closely with product development and actuarial teams
Contribute to advisor training and education
Ensure compliance with regulatory and company standards
Respond to the most complex inquiries from agents and clients, delivering expert guidance and solutions
Develop customized sensitivity analyses and illustrations for key client presentations
Assist actuarial and product development teams in creating new products
Mentor and guide junior staff, fostering their growth and development
Qualification
Required
5+ Years of financial services experience
3+ years' experience with advanced sales concepts such as Deferred Compensation, 162 Bonus, Split Dollar etc. OR 3+ years' experience as an Internal or External Wholesaler on a National Sales Desk with Life experience
Bachelor's degree
Series 6 at time of application or must obtain within 6 months of hire
Preferred
Experience using Excel to create formulas, V-look ups, and pivot tables
CLU, ChFC and/or CFP accreditations
Excellent presentation skills
Extremely organized, detail-oriented, capable of self-managing and multi-tasking in a fast-paced, demanding environment
Benefits
Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, 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
MassMutual is a mutual life insurance company that provides investment management and trust services.
5001-10000 employees
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)
Funding
Current Stage
Late StageLeadership Team
Eddie Ahmed
Chairman, President & CEO
Roger W. Crandall
Chairman, President & CEO
Recent News
2026-01-18
2025-12-25
Company data provided by crunchbase