Advanced Markets Consultant jobs in United States
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MassMutual · 8 hours ago

Advanced Markets Consultant

MassMutual is a leading financial services company, seeking an Advanced Markets Consultant to serve as a subject matter expert on complex insurance and financial planning strategies. This role involves providing advanced case design support, collaborating with various teams, and mentoring junior staff to drive sales growth through strategic consultation.

FinanceFinancial ServicesInsuranceLife InsuranceRetirement
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H1B Sponsor Likelynote

Responsibilities

Serve as a subject matter expert on complex insurance and financial planning strategies, providing advanced case design support to advisors and internal partners
Deliver guidance on estate planning, business succession, and high-net-worth client solutions, while creating customized illustrations and offering technical expertise
Collaborate closely with product development and actuarial teams, contribute to advisor training and education, and ensure compliance with regulatory and company standards
Provide strategic counsel to producers on the use of high-level insurance products and services, ensuring they are equipped to meet client needs effectively
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 and assist actuarial and product development teams in creating new products
Play a leadership role by mentoring and guiding junior staff, fostering their growth and development

Qualification

Financial services experienceAdvanced sales conceptsExcel proficiencyCLU accreditationSelf-managementMulti-taskingPresentation skillsOrganizational skillsDetail-oriented

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

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

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 Stage

Leadership Team

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Eddie Ahmed
Chairman, President & CEO
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Roger W. Crandall
Chairman, President & CEO
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Company data provided by crunchbase