Retirement Education Specialist - Michigan 50060647
MassMutual Financial Group (Detroit, Michigan)

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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

As a Retirement Education Specialist one of your primary responsibilities is to effectively and efficiently provide onsite education services to employee/participant customers – emphasizing the participants to “take action” immediately to prepare for retirement. High action ratios and deferrals are critical results.

 

The Retirement Education Specialist also supports Sales efforts by creating and implementing high quality participant programs and services for both clients and prospects – based on identified needs. In this position you will work closely with Plan Sponsors, Sales Representatives, Relationship Managers, Account Managers and other internal and external partners to accomplish these goals.

 

The Retirement Education Specialist develops presentation materials and leads employee/participant meetings – including investment education seminars, enrollment meetings, pre-retirement meetings, train the trainer sessions, etc. Meeting assistance encompasses both small and large group presentations, as well as individual retirement consultants (1 X 1’s).

 

 

REQUIREMENTS

Significant knowledge of the 401k or 403b or 457 and Defined Benefit businesses. Knowledge of MassMutual’s services and investment offerings is a plus. The job could require, at time, as much as 80% travel. NASD Series 6 & 63 registrations are required. Candidates hired into this position who do not have their registrations are required to obtain them at MassMutual’s cost. A total of 45 days from the completion of the Series 6 preparation workshop is allotted to pass the Series 6; an additional 45 days for the 63. This position requires very strong communications and customer service skills, as well as strong negotiation skills.

 

CRITICAL COMPETENCIES FOR SUCCESS:

 

Focus on the Customer – Know your customers well; add value with a level urgency.

Act with Integrity- Adhere to a 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 resources.

Achieve Results – Focus on winning; consistently exceed 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).

 

 

If you would like to apply to this position please click here HTTPS://RECRUIT.MASSMUTUAL.COM:443/sap/bc/erecruiting/posting_apply?param=cG9zdF9pbnN0X2d1aWQ9NDdFOUVCNzc0OUMwMDA2MkUxMDA4MDAwQUEwNjY2RDQmY2FuZF90eXBlPQ%3d%3d&sap-client=200  

 

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The email acknowledgement will include a link that must be clicked and/or copied and pasted into your browser in order to complete registration.  The link is only valid for 24 hours.  Once you have completed the registration process, go to www.massmutual.com  log in to our site and search for job number 50060647 and "APPLY". 

 

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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