Client Engagement Manager
SUMMARY
The Client Engagement Manager drives the distribution and use of MassMutual’s Workplace Solutions products and services. The Client Engagement Manager delivers Plan Sponsor/Advisor support for Emerging Markets retirement plans ($5 - $15 MM). The Client Engagement Manager provides education/enrollment assistance for new retirement plans, existing retirement plans with a minimum of $5M in assets, and assigned voluntary benefits cases.
RESPONSIBILITIES
- Serve as strategic Business Partner with external and internal parties to ensure the effective use of MassMutual’s Workplace Solutions products and services
- Coordinate with Client Management, Sales, Investment Consulting, Regulatory Advisor Services, Communications Consultants and Worksite Enrollment in support of offering and implementing plan solutions
- Analyze investment offerings
- Support opportunities for co-manufactured investment placement in fund lineups
- Monitor current and future needs for voluntary benefit placements
- Consult with Plan Solutions Architect to prioritize sponsor and participant opportunities to drive growth and retention in the $5M - $15M retirement plan market
- Communicate with Plan Sponsors, Advisors and Third Party Administrators as needed to deliver services
- Coordinate with Client Management, Sales, Investment Consulting, Regulatory Advisor Services, Communications Consultants and Worksite Enrollment in support of offering and implementing plan solutions
- Provide Retirement Plan Sponsor/Advisor support for $5M - $15MM clients
- Perform plan reviews
- Facilitate plan design discussions
- Coordinate investment consultations
- Manage re-pricing communications
- Monitor watch list
- Deliver participant enrollment/education support for new retirement plans, for revenue-supported enrollment/education opportunities with existing retirement plans $5M+, and voluntary benefits enrollments
- Support initial retirement plan enrollments
- Deliver ongoing $5M+ retirement plan enrollments/education
- Managed Accounts
- Proprietary and co-manufactured investment fund enhancements
- Plan design enhancements
- Enroll assigned voluntary benefit cases – Whole Life, Universal Life, Critical Illness, Accident
- Support new sales and retention sales for retirement plan products by participating in finals presentations
BASIC QUALIFICATIONS:
- Remote Worker but Candidate must reside within Assigned Territory
- B.A. or B.S. Degree minimum
- Series 6/63 Certifications
- Resident Insurance License (specific licenses vary by state)
- Minimum of 2 years of retirement plan industry experience
- Demonstrated strong presentation, analytical and interpersonal skills
- Ability to travel regularly to client sites within territory and infrequent travel to client sites outside territory as needed including air travel
- Candidate must be physically able to transport and carry business laptop, briefcase, and/or supporting client meeting materials
- Authorized to work in the United States without sponsorship now or in the future
PREFERRED QUALIFICATIONS
- Series 7 preferred