Business Markets Consultant

The Opportunity

As a member of the MMFA Strategic Partnerships and Growth Markets Opportunities Team, the Business Solutions Consultant will play a pivotal role in supporting advisors to develop and grow their business owner market practices. You will partner across the Mass Mutual home office to develop solutions for our field partners’ business owner clients. In this dynamic and fast‑paced role, you will help advisors enhance their business owner market practices with innovative insurance and investment solutions while working alongside a collaborative, forward‑thinking team.

The MMFA Strategic Partnerships and Growth Markets Opportunities Team strives to empower advisor practices, agencies, and Mass Mutual to become a market leader in the business owner market space by offering tailored solutions and expertise to exceed client expectations.

As a Business Solutions Consultant, you will be dedicated to helping business owner clients through all stages of their business’ life cycles. In doing so, you will work closely with a variety of internal and external stakeholders—including advanced sales, product, marketing, financial planning, lending and banking, trust and investments—to offer guidance and advice on a comprehensive range of offerings and solutions.

• Accountable for being subject matter expert on business markets solutions and offerings.
• Understand and effectively communicate complex solutions to advisors.
• Create and enhance educational resources, ensuring advisors are equipped with up‑to‑date knowledge on Mass Mutual’s suite of business markets offerings.
• Present Mass Mutual’s business solutions to Financial Advisors via phone, zoom and in‑person meetings (including workshops, symposiums, firm events, and conferences).
• Proactive outreach to Advisors and Firm Staff (meetings, phone calls, emails), to deliver key messages about Mass Mutual’s business solutions, products and capabilities.
• Maintain a deep understanding of the business markets landscape, including competitor updates, product trends, advisor preferences. Develop relationships with industry peers to foster best practices within business market channels.
• Evaluate cases with advisors and work as a sounding board to vet strategies available and pinpoint / narrow potential solutions.
• Develop in‑depth knowledge of the assigned clients, their sensitivities, and their business needs to effectively influence their decision‑making.
• Learn, and become an expert in, the various tools and technologies available to enhance advisor knowledge, performance and productivity.
• Collaborate with advisors and home office partners to ensure a smooth and efficient client experience.
• Drive process efficiencies and improve team workflows.
• Monitor and drive actions to influence KPIs, goals, budget, travel schedules, coverage and team objectives.

• Bachelor’s Degree
• FINRA Series 7 at time of application or must obtain within 12 months of hire
• 5+ years’ work experience in the financial services industry
• 3+ years of experience supporting business owner markets in the financial services industry and/or within financial institutions (banks, credit unions, wires, broker dealers)
• Travel required, up to 20% of time

• Experience as an internal and external wholesaler
• Proven experience working collaboratively with multiple home office partners along with advisors from Mass Mutual’s affiliated distribution network.
• Working knowledge of life insurance, disability income insurance, annuities, and investments.
• In‑depth knowledge of complex case designs, including the use of life insurance and investment vehicles.
• Has trained advisors or sales assistants on complex legal and/or tax related issues.
• Experience with more complex insurance and investments solutions designed for HNW clients.
• Excellent interpersonal skills and strong desire to solve problems.
• Proven client service skills with stakeholders and clients.
• Self‑motivated with excellent organizational and a keen attention to detail.
• Ability to thrive in a fast‑paced environment.
• Proven ability to work cross‑functionally in a collaborative…