Investment Sales Consultant
The MassMutual Investments team is dedicated to helping clients solve their toughest investment challenges?whether it?s capital growth, reliable income, or protection from market volatility and other risks. MassMutual Investments, MassMutual?s investment franchise and distributor of the MassMutual Investments, which are sold primarily through third-party distribution channels (external record-keeping and trading platforms) also offers collective investment trusts and MassMutual stable value investments. ?Our reputation for financial strength, investment talent, risk management, and thought leadership has led to rapid growth.
POSITION SUMMARY
The primary role of the Defined Contribution Investment Only (DCIO) Sales Consultant is to help drive sales and build relationships with Financial Professionals selling the MassMutual Funds in the DCIO channel. The DCIO Sales Consultant must achieve and maintain an expert knowledge of the MassMutual Funds product line and the Mutual Fund Industry.?The DCIO Sales Consultant supports the MassMutual Investments Strategic Account and Consultant relations team members in achieving the unit?s sales goals while also building his/her own book of business with retirement-specialist advisors and investment/benefit consultants in promoting, positioning, and selling the MassMutual Funds and other investment offerings of MassMutual Investments such as collective investment trusts and stable value investments.
RESPONSIBILITIES
- Coordinate sales call activity with the MassMutual Investments Strategic Accounts sales team members and conduct proactive outreach to targeted retirement-specialist advisors, and retirement consultants to build relationships, increase awareness of MM Funds and other investment offerings to help build MassMutual?s DCIO book of business.
- Respond to direct inbound Product requests (primarily on MassMutual Funds but may also span other proprietary investment offerings, such as stable value investments, or other co-manufactured products/CITs) and Sales calls from DCIO sales team, advisors, and consultants.
- Serve as central point of contact for responding to Requests for Proposal for new investment mandates sourced through Investment Consultant, Aggregator, and Recordkeeper platform relationships.
- Coordinate quarterly and annual client servicing activities for established relationships
- Partner with teams across Mass Mutual to develop and deliver messaging around Mass Mutual Investments products, including: Investments, marketing and compliance.
- Communicate with Investment Professionals through campaigns, email, and over the phone.
- Maintain and update customer profiles and activity (phone calls and meetings) related to the development of customer relationships and pursuit of MassMutual Investments sales opportunities in the Salesforce CRM.
- Handle special projects as assigned within the Investment Only (IO) Sales Support team.?
- Attend various sales meetings and training sessions.?
BASIC QUALIFICATIONS:
- Minimum of 1-2 years of Financial Industry experience in the capacity of analyzing and positioning mutual funds, collective investment trusts, and other investment vehicles for sale.
- Experience in sales or sales support of an asset manager or investment manager.
- Ability to work well independently and within a team.
- Energetic, self-starter with natural intellectual curiosity and passion for capital markets
- Excellent written and verbal skills with high attention to detail
- Ability to communicate clearly and concisely with both external clients and internal stakeholders
- Prior experience utilizing a consultative sales approach to influence decision makers and achieve results
- Minimal travel.
- FINRA series 7 and 63 license or ability to obtain within allotted time after start date. Candidates with a FINRA series 6 will be considered.?
PREFERRED QUALIFICATIONS:
- Bachelors Degree preferred in business or related field.
- Proficient use of Morningstar Direct or other mutual fund / investment analysis software
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