Shape the Future of Financial Services with MassMutual Great Lakes At MassMutual Great Lakes, your journey is about more than a job. As a key member of our team, you are not just joining a firm; you are embracing a culture of excellence and growth. This full-time position is your gateway not only to advancing your professional aspirations but also to making a profound difference in the financial well-being of the communities we serve. Be a part of something bigger – where each day, you contribute to changing lives for the better.

This role works closely with the Head of Insurance and Annuity Design Center. Together you would serve brokerage advisors with case consultation, estate and business planning expertise, marketing and illustration support, plan design plus product positioning strategies and presentations.

Key Responsibilities

• Develop and stay current on products, particularly in Whole Life, Disability Income, and riders, to enhance client offerings.
• Input applications for life and disability, providing value-added support for brokers and serving as a backup for new business processes.
• Participate in marketing campaigns, including term conversions and distributing monthly disability income and future increase option.
• Distribute weekly updates to brokers on underwriting matters.
• Utilize software for annuity comparisons, supporting a shift from non-proprietary to proprietary annuities.
• Acquire knowledge in Advysis for future professional development.
• Contribute to the design of sales ideas to support business growth.
• Conduct data entry, analysis, and case research in areas such as estate planning, insurance, retirement, and investment models.
• Assist clients with account aggregation and troubleshoot technical issues.
• Document all team and client activities related to client goals.
• Communicate effectively with clients and team members to ensure alignment in the planning process.
• Generate financial plans, annual review summaries, written reports, and presentation materials to drive client priorities forward.
• Participate in client meetings and support advisors as needed.

Required Qualifications

• Proficiency in MS Office and general office technology.
• Service-oriented, takes pride in service delivery and quality output.
• High level of attention to detail; clear and proactive communicator.
• Able to seamlessly navigate multiple systems, processes, and technology platforms with expertise.
• A team player with a positive, caring attitude and extraordinary client service orientation.
• An enthusiastic researcher and problem solver with excellent organizational and time management skills.
• A meticulous analyst with capacity for deep focus and an aptitude for making calculations quickly and accurately.
• A person who is genuinely interested in the field of finance and in planning for the future.
• A willingness and ability to develop preferred qualifications for continued growth and success in the role and or in the firm.

Preferred Qualifications

• Four-year college degree or equivalent experience in finance or a related field.
• Experience with financial planning software.
• Familiarity with marketing campaigns.

Join MassMutual Great Lakes: A Tradition of Excellence and Growth Join a legacy of excellence since 1851, where we do not just meet expectations—we redefine them. Our resolute team of financial professionals is at the heart of our firm, offering personalized solutions to meet the unique needs of families and businesses. Service excellence is our legacy, built on the strength of our people. We live by the mantra "Serve First," ensuring our financial professionals have the tools and resources to provide exceptional service to their clients.

Compensation and Benefits Our competitive compensation and comprehensive benefits are designed to support your lifestyle, health, and future.

• Comprehensive benefits package, including Medical, Dental, and Vision Insurance.
• Paid Time Off: 15 days per year.
• Life and Disability Plans (optional).
• 401(k) with up to a 4% match.

Seize this opportunity to gain experience, lead, and make a lasting impact. Apply now to be part of our MassMutual Great Lakes family.