Relationship Manager - West Coast
MassMutual Financial Group (Los Angeles, California)

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The MassMutual Financial Group is a global, diversified financial services organization with more than $395 billion in total assets under management. Our family of companies serves the needs of nearly 13 million clients by providing a broad-based portfolio of financial products and services including: investments, annuities, disability income insurance, life insurance, retirement services/401(k) plans, trust services, mutual funds and long-term care insurance.

 

MassMutual Financial Group is committed to providing an inclusive work environment that capitalizes on the talents and contributions of all employees, regardless of age, race, gender, background, religion, disability, national origin, sexual orientation, or personal interests and beliefs.  We understand the importance of a diverse range of talent and ideas, and encourage our employees to share in this understanding.

 

We foster respect for our employees, and provide a culture where each individual has the opportunity to be just that – an individual.

 

Our impressive array of talented employees enables us to provide exceptional service to our continually expanding, diverse client base.  The strong growth of our business, ongoing development of new products and expansion into new markets is dependent on the inclusive work environment we maintain.

 

 

RESPONSIBILITIES

 

The successful candidate will be responsible for satisfaction and retention of 20 to 35 advisor-distributed defined contribution, defined benefit and 403(b) accounts.  Some accounts will be multi-product.  Primary duties would include coordinating and/or personally delivering: ongoing servicing and administration, investment reviews, employee communication programs and plan design consultations.

 

While executing these responsibilities, the RM will interact with plan sponsors and MassMutual personnel with varying levels of professional development as well as outside financial professionals with moderate to high levels of knowledge about the financial services industry.

 

 

REQUIREMENTS

 

A successful candidate would have a minimum of five years’ experience with Defined Contribution, Defined Benefit and Non-Qualified plans. Skills should include the ability to effectively prioritize competing tasks, the ability to execute multiple tasks simultaneously, clear communication skills and a demonstrated ability to build and maintain meaningful working relationships. Knowledge should include most, if not all, of the following: basic defined contribution, defined benefit and non-qualified plan administration, an understanding of tax-exempt organizations, plan design, investment portfolio design and development of employee communication programs. The individual will need to have a Series 6 or Series 7 and Series 63 license Travel will account for 30% to 50% of the RM’s job responsibilities.  The territory for this position is California, Hawaii, Nevada and Arizona.

  

 

CRITICAL COMPETENCIES FOR SUCCESS:

 

Focus on the Customer. Know your customers well; add value with a level or urgency.  Act with Integrity: Adhere to strict code of ethics and MassMutual values; be trustworthy.Value People. Lead people to success; appreciate diverse ideas and experiences.  Work Collaboratively.  Partner with others to achieve results that leverage the right resourcesAchieve Results. Focus on winning; consistently exceeds expectations.

  

COMPENSATION:

 

We pay competitive base salaries and we reward performance. Our salary structure is commensurate with experience. In addition, you will be eligible to participate in our comprehensive benefits program including medical insurance and 401(K).

 

 

This opening currently resides in the West Coast.

 

If you would like to apply to this position please click here HTTPS://RECRUIT.MASSMUTUAL.COM:443/sap/bc/erecruiting/posting_apply?param=cG9zdF9pbnN0X2d1aWQ9NDdEMkIxRkZEMTJBMDBCN0UxMDA4MDAwQUEwNjY2RDQmY2FuZF90eXBlPQ%3d%3d&sap-client=200

 

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In addition, if you would like to learn more about MassMutual, please visit www.massmutual.com.

 

MassMutual is an Equal Opportunity Employer

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