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Boston, MA, USA

Practice Management Presenter

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Employer Provided Salary: 95,100-124,800 Annually
Salary data is provided by the employer. Please note this is not a guarantee of compensation.

Practice Management Presenter, Key Accounts Annuity & Hybrid Team, MMSD
Full-Time, Boston, Springfield or NYC (Hybrid)
The MMSD Advisor Practice Management Consultant is responsible for the creation and delivery of CE programs, financial planning software education and practice management thought leadership to financial professionals. This is a new role for MMSD, great opportunity to shape our value-add program.
The Team
The MMSD Annuity team is responsible for the expansion of annuity solutions in the third-party marketplace. The team is responsible for all aspects of running the MMSD business, New Business Development, Industry Strategy, Key Account Management, Wholesaling Oversight, New Business Oversight, Marketing and Compliance Oversight.
The Impact
We're growing and our clients deserve the best. The MMSD Advisor Practice Management Consultant you'll have an opportunity to have an integral role in the onboarding of new hires as well as ongoing training and developing the current team.. In this role, as well as all roles within MassMutual, you will demonstrate accountability, agility, a dedication to be inclusive, a strong business acumen, and will show courage, even in the most difficult situations. We also highly value strong communication skills, a passion for learning, leadership traits, resilience and self-awareness.
Key Responsibilities Include

  • Own the CE program for MMSD annuity through all facets of development, deployment, planning, presenting, follow through and key metrics for success.
  • Manage CE vendor partners.
  • Partner with key account management team, national sales manager, and external wholesalers in the planning, preparation, and execution of virtual and in-person CE events.
  • Present CE content on behalf of MMSD and wholesalers for virtual and in-person events.
  • Create. manage and track leads for external and internal wholesalers from the CE program.
  • Develop and track metrics showing the value of the CE program.
  • Understand financial planning tools to uncover and integrate annuities into planning process.
  • Develop and deliver training on industry financial planning tools i.e., E-Monday, Money Guide Pro
  • Train financial advisors on financial planning tools at both virtual and in-person forums.
  • Build strategy for value-add practice management content.
  • Deliver value add content for wholesaler usage.

Minimum Qualification

  • Bachelor's Degree or High School Diploma with 5+ years of equivalent work experience.
  • 5+ years' experience working in Investment financial services industry.
  • Series 6 or 7 required at time of application.
  • 2+ years' experience working with annuities.
  • 3+ years' experience owning CE program including presenting, creating CE curriculum to financial advisors, wholesalers, field partners, etc
  • 1+ year of experience with 3rd party distribution
  • Travel required, estimated 50%+

Ideal Qualifications

  • 5+ years' experience owning CE program including presenting, creating CE curriculum to financial advisors, wholesalers, field partners, etc
  • Excellent written and verbal communication skills
  • Proficient with MS Office Suite, with a focus on PowerPoint Strong organizational, detail orientation and understanding of teaching methodologies/best practices
  • 3+ years of experience with 3rd party distribution
  • 7+ years' experience working in Investment financial services industry.

What to Expect as Part of MassMutual and the Team

  • Regular meetings with the MMSD Annuity/Hybrid Distribution Team
  • Focused one-on-one meetings with your manager
  • Access to mentorship opportunities Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups
  • Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical nosiness with industry leading pay and benefits

MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
Salary Range: $95,100.00-$124,800.00

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What are MassMutual Perks + Benefits

MassMutual Benefits Overview

At MassMutual, employees have the opportunity to earn a competitive salary and bonus, enroll in an
array of benefits, and participate in programs and services that support healthy lifestyles, assist them
in building financial security for themselves and their families and help them live well-balanced lives.

Volunteer in local community
Every action supporting a common cause is meaningful, and our employees make a difference in their own communities through our Matching Gift, Matching Time and Volunteer Time Off Programs.
Partners with nonprofits
Every year, MassMutual and the MassMutual Foundation invest more than $20 million focused on advancing economic opportunity.
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Employee resource groups
Employee-led culture committees
Hybrid work model
In-person all-hands meetings
Employees can either attend the in-person all-hands meeting, watch live via Zoom, or watch the recording. All employees are invited to submit questions.
Employee awards
Flexible work schedule
Flexible work arrangements, including telecommuting, are available in many departments across the company.
Remote work program
In addition to two remote days per week, MassMutual offers employees four full remote weeks of their choice per year.
Documented equal pay policy
Dedicated diversity and inclusion staff
Highly diverse management team
More than half of our Board of Directors are comprised of women and people of color, making it one of the most diverse groups in the industry.
Mandated unconscious bias training
Diversity manifesto
Diversity employee resource groups
Hiring practices that promote diversity
Diversity recruitment program
Health Insurance + Wellness
Flexible Spending Account (FSA)
A health care flexible spending account (FSA) allows employees to save money on a before-tax basis for eligible medical, dental and vision expenses, subject to IRS limits.
Disability insurance
For details on short term and long term disability insurance please visit
Dental insurance
Basic Dental covers preventive and basic restorative care; Major Dental covers all that Basic covers, plus restorations and orthodontia (limits apply).
Vision insurance
Health insurance
To learn more about our Health and Welfare Benefits please visit:
Life insurance
For more information about our Life Insurance Benefits please visit:
Pet insurance
Wellness programs
Team workouts
Mental health benefits
Transgender health care benefits
Wellness days
Abortion travel benefits
Our general medical travel benefit covers abortion-related travel.
Financial & Retirement
In addition to our 401(k), MassMutual a cash balance plan that provides an account-based pension benefit based on accruals of pay credits and interest credits.
401(K) matching
Performance bonus
Charitable contribution matching
Every action supporting a common cause is meaningful, and our employees make a difference in their own communities through our Matching Gift and Matching Time Programs.
Pay transparency
Child Care & Parental Leave
Childcare benefits
Dependent care flexible spending account to allow you to set aside before tax dollars to pay for certain eligible child care expenses.
Generous parental leave
Leave for birth mothers of 18 weeks of fully paid leave. Non-birth mothers, fathers and adoptive parents eight weeks of fully paid parental leave.
Family medical leave
Caregiver leave: Up to two weeks paid leave to care for a loved one. Bereavement Leave: 15 days of paid time off to grieve the loss of a loved one with the employee defining who the loved one is.
Adoption Assistance
Company sponsored family events
MassMutual offers many opportunities for family events, from group volunteer experiences and chances to attend Red Sox games to business resource group-sponsored outings like annual pride parades.
Fertility benefits
Vacation + Time Off
Generous PTO
Paid holidays: 9 fixed and 1 floating. Vacation: starts at 19 vacation and personal days per calendar year, with increases at 5-year service intervals.
Paid volunteer time
Three days of paid time off is available to employees annually to give back to their communities, by sharing their time and talent with a cause close to their heart.
Paid holidays
Paid sick days
Occasional illness: up to 5 days per calendar year.
Flexible time off
Floating holidays
Bereavement leave benefits
Hardship benefits
320 hours of caregiver leave to take of loved ones when it matters most.
Office Perks
Commuter benefits
Free daily meals
Free snacks and drinks
Some meals provided
Onsite office parking
Recreational clubs
Relocation assistance
Fitness stipend
Home-office stipend for remote employees
MassMutual's wellness wallet is a stipend available to all employees, and can be used for myriad wellness-related purchases, including home-office purchases.
Meditation space
Mother's room
Onsite gym
Professional Development
Job training & conferences
Tuition reimbursement
Lunch and learns
Promote from within
Mentorship program
Continuing education stipend
Continuing education available during work hours
Online course subscriptions available
Customized development tracks
Paid industry certifications
Personal development training
Virtual coaching services

Additional Perks + Benefits

To learn more about our comprehensive benefits please visit:

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