Sales Enablement Consultant, Financial Planning

MassMutual • Springfield, MA

263d • $107,700 - $141,300

About The Position

As a Sales Enablement Consultant, Financial Planning you will bridge the gap between the Financial Planning Strategy and the development of sales tools features. In this role, you will instruct stakeholders on how to practically apply advice and sales tools changes into their client engagement model, helping shape the client experience to grow Financial Planning. You will join our Wealth Management Financial Planning team, which is advisor focused and consultative. Communication and collaboration to build and maintain strong relationships with our field partners is at the core of who we are. The Financial Planning Platform Consultant is the subject matter expert in applying new digital enhancements (on platforms such as eMoney, RightCapital and MoneyGuide) for Financial Planning client engagement to the WM Financial Planning Organization, Advisors, their staff and firm support roles. Liaison with WM Financial planning leaders and new technology workflows and enhancements including identifying key field and operations impacts and providing support to create and deliver associated training, marketing and communications to drive adoption and implementation.

Requirements

• Bachelor's degree.
• 6+ years experience in the Financial Services industry.
• 3+ years' experience in financial planning or management of a financial planning sales tool.
• 5+ years' experience managing development and delivery of business solutions.
• 3+ years' experience presenting and influencing leadership and key stakeholders.
• Ability to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA.

Nice To Haves

• FINRA Series 7 & 63 at time of application.
• CFP in progress or willingness to obtain.
• Advanced Degree.
• Knowledge of financial planning software such as eMoney, RightCapital, MoneyGuide etc.
• In-depth knowledge of insurance products, distribution systems, and marketing concepts.
• Experience in multi-departments, enterprise-level initiatives.
• Experience working with clients, advising on marketing/business performance, and influencing decisions with insights and measurement.
• Ability to analyze datasets, identify actionable insights, and communicate findings via presentations and/or dashboards.
• Ability to present simple and compelling stories to audiences of all levels.

Responsibilities

• Performs work across multiple initiatives and processes, supporting or leading business initiatives.
• Serves as a subject matter expert in financial planning and on business requirements, interfacing and collaborating with multiple business organizations and technology professionals.
• Develops workflow, process and documentation to operationalize Financial Planning digital advisor and client capabilities.
• Leads the product functional design process based on an intimate knowledge of the users and financial planning engagement model.
• Manages and is accountable for implementation of assigned business initiatives, from concept approval through delivery.
• Proactively researches and applies best practices in terms of solution design and recommendation.
• Analyzes current market trends to understand how other companies/competitors use tools for client engagement and advisor experience.
• Identifies areas of improvement when engaging sales tools vendors.
• Plans and leads product releases and sets expectations for delivery.
• Ensures current sales tools platforms and features are aligned to Financial Planning Services Policy and regulation changes.
• Supports WM Financial Planning management after initial strategy delivery to monitor and resolve issues and improvement opportunities.
• Partners with business sponsors and stakeholders to set objectives and goals; prioritizes multiple activities and projects.
• Leverages expertise to lead problem resolution as issues arise with platforms and tools.
• Accountable for effectively leading and executing assigned business management responsibilities.

Benefits

• 401k
• 401k_matching
• dental_insurance
• health_insurance
• life_insurance
• paid_holidays
• tuition_reimbursement
• wellness_programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree