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Client Engagement Manager

Company: Mass Mutual
Location: San Diego
Posted on: December 9, 2018

Job Description:

Since 1851, MassMutual's commitment has always been to help people protect their families, support their communities, and help one another. This is why we want to inspire people to Live Mutual. We're people helping people.A career with us means you will work alongside exceptional people and be empowered to reach your professional and personal goals. --Our employees are the foundation of what makes MassMutual a strong, stable and ethical business. --We seek and value unique and varied perspectives and experiences because we believe we are stronger when all voices are heard.--We invite you to bring your bright, innovative ideas to MassMutual as we continue to help millions of Americans rely on each other.Together, we're stronger.Description------SUMMARYThe 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
      • --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 presentationsBASIC 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 futurePREFERRED QUALIFICATIONS
                • Series 7 preferred
                • Bilingual preferredRanked No. 93 in the annual FORTUNE -- 500 Ranking (FORTUNE -- Magazine, June 2018) and recognized as a World's Most Ethical Company by Ethisphere, MassMutual is guided by a single purpose: --We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.CORE VALUESFocus on the Customer: We understand our customers well and look for every opportunity to deliver an experience that is clear, easy, personal, human, empowering and trustworthy.Act with Integrity: We deliver on our promises by being open, honest and humble and by adhering to the letter and spirit of applicable laws, rules, regulations and company policies.--Value People: We respect and learn from each other's diverse backgrounds, experiences and ideas. We engage and develop people to their greatest potential.--Work Collaboratively: --We work together to achieve results by actively listening, seeking, understanding and creating solutions as a unified team driving toward one company, one culture, one brand.Achieve Results: We focus on winning by exceeding expectations and getting better - everyone, every day.For more information, visit or find us on Facebook, Twitter, LinkedIn, YouTube, Google+, Instagram and Pinterest.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.

                  Keywords: Mass Mutual, San Diego , Client Engagement Manager, Executive , San Diego, California

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