Regional Director of Advice & Financial Planning - REMOTE US


Saint Paul, MN 55145

Posted 17 hours ago

Job Description

**The Opportunity**

As **Regional Director of Advice & Financial Planning** you will drive financial planning and advice implementation growth in the Central West region. 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.

**The Impact**

We are looking for an experienced Sales Leader who can deliver business value by partnering effectively with GA’s, Sales Managers and Advisors in the field, implement sales processes, training, and implementation programs for FP & Advice.

**The Key Responsibilities Include:**

+ Work alongside your team with GAs on Developing a Firm Financial Planning Growth Plan: Segment gt; Engage gt; Execute

+ In Firm Financial Planning Marketing Strategies, Sales Process & Strategy Development & FP Infrastructure Development

+ Lead FP Focus Groups in conjunction with GAs

+ Work directly with Sales Managers with your team to Implement and Drive FP Sales & Product Implementation

+ Work directly with Advisors with your team to Implement Financial Planning in their Practice

+ Financial Planning Strategy Work

+ Coordinate In Field Efforts with Key Field Leadership

+ Coordinate Training Efforts

+ Align Key Resources for Execution, including Product Partners and other Financial Planning Resources

**The Minimum Qualifications:**

+ Bachelor's Degree

+ At least 5 years of experience in Financial Planning or related position

+ Series 7 & 66 at time of application

+ Experience influencing advisors through both long term relationship building, and short term analysis work

+ Experience with fee based investment management

+ Knowledge of Disability, Life, and Long Term Care Insurance & Annuities

+ Knowledge of the FP Process, including selling FP, data gathering, case analysis and strategy implementation, as well as how to implement ongoing planning through a service model

**The Ideal Qualifications**

+ Sales experience


+ $145,000 - $175,000 All In (Base + Variable Incentives) ***Commensurate with experience

**What to Expect as Part of MassMutual and the Team**

+ Regular meetings with the Advice & Client Solutions 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



_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._

_If you need an accommodation to complete the application process, please contact us ( and share the specifics of the assistance you need._

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