Advisor Loan Consultant

Massachusetts Mutual Life Insurance Company (MassMutual) • $102K — $134K *
Boston, MA 02115Hybrid
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 4+ years in a client-facing role within financial services (wealth management, financial planning, etc.)
  • 3+ years proficiency in Microsoft Excel
  • 1+ year cross-functional collaboration experience focusing on relationship management
  • High School Diploma required
  • Ability to pass a non-registered fingerprint background check under FINRA guidelines

Responsibilities

  • Analyze and report on all advisor loan programs administered through MMLIS
  • Generate detailed reports and summaries for decision making on recruitment deals
  • Interpret loan profitability to provide insights for rapid decisions
  • Develop key performance indicators for analysis purposes
  • Profile and analyze data quality, deriving insights through visualizations
  • Create presentation materials and collateral for Advisor Loan programs
  • Consult and guide data users effectively

Benefits

  • Regular team meetings with the MMLIS Advisor Loans & Transitions Team
  • One-on-one meetings with your manager for focused development
  • Networking opportunities through diverse Business Resource Groups
  • Access to extensive learning content on Degreed and related platforms
  • A company culture that values ethics and integrity, offering strong pay and benefits
Full Job Description
The Opportunity

As an Advisor Loan Consultant, you will work directly with the Head of MMLIS Advisor Loans and Transitions to develop practice assessment capabilities for both EXP GDC Wealth Recruits and Practice Acquisition candidates. This will include detailed financial assessments, loan structures and break evens, sensitivity analysis and coordination of these efforts across the necessary home office partners.

The Impact:

Align with the Head of MMLIS Advisor Loans & Transitions on:
  • Responsible for analysis, reporting and problem solving as it relates to all advisor loan programs administered through MMLIS.
  • Produces detailed reports and report summaries through the recruit deal generation process to allow for informed decision making on each candidate. With general guidance responsible for the collection, organization, analysis, and dissemination of significant amounts of information with attention to detail and accuracy.
  • Interpret loan profitability requirements into meaningful insights to allow for rapid decision making.
  • Identification/development of key performance indicators applicable to analysis.
  • Profile, categorize, and analyze quality of data. Derive meaningful insights through visualizations for the governance team.
  • Develop presentation materials, and meeting collateral for Advisor Loan programs.
  • Consult while providing directional guidance to data users.
  • Perform reporting and system testing related to system enhancements in scheduled timeframes.


The Minimum Qualifications

  • 4+ years' experience in a client-facing role within financial services (e.g., wealth management, financial planning, private banking, or investment solutions)
  • 3+ years' experience working with Microsoft Excel
  • 1+ years of experience working cross-functionally with field partners (career agents, financial advisors, RIAs, BDs, or general agencies), with a focus on relationship management
  • High School Diploma
  • Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA


The Ideal Qualifications

  • Experience in client-facing analytics, strategy consulting, or financial analysis
  • 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.
  • Excellent written and verbal communication skills
  • Tableau and/or SAS software experience
  • Excel VBA experience


What to Expect as Part of MassMutual and the Team

  • Regular meetings with the MMLIS Advisor Loans & Transitions Team
  • Focused one-on-one meetings with your manager
  • Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, 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 business with industry leading pay and benefits


#LI-RS1

Salary Range:
$102,500-$134,500

At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.

About Massachusetts Mutual Life Insurance Company (MassMutual)

Massachusetts Mutual Life Insurance Company (MassMutual) Careers

Joining the team at Massachusetts Mutual Life Insurance Company (MassMutual) offers more than just a job; it opens the door to a world of job opportunities where professional growth and personal development are encouraged and nurtured. Massachusetts Mutual Life Insurance Company (MassMutual) stands as a beacon of innovation, leadership, and diversity in the insurance industry.

Explore Career Opportunities

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Internship Programs

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Employee Benefits and Culture

Massachusetts Mutual Life Insurance Company (MassMutual) is committed to supporting its team members not only in their professional lives but also in their personal growth. The company offers comprehensive benefits designed to nurture the well-being of its employees and their families. The culture at Massachusetts Mutual Life Insurance Company (MassMutual) is built on a foundation of respect, integrity, and diversity, fostering an environment where everyone can thrive.

Professional Development and Growth

Career growth at Massachusetts Mutual Life Insurance Company (MassMutual) is propelled by continuous learning and development opportunities. The company invests in diversity training, leadership programs, and innovation workshops to ensure that every team member has the resources to advance their career. Employees are encouraged to expand their knowledge base and acquire new skills through various training and development programs.

Networking and Innovation

At Massachusetts Mutual Life Insurance Company (MassMutual), networking and innovation go hand in hand. Employees are encouraged to connect with colleagues and industry professionals, enhancing their career prospects and contributing to the company's leadership in the market. The collaborative environment ensures that innovative ideas are shared and celebrated.

Join the Massachusetts Mutual Life Insurance Company (MassMutual) Team

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Whether you are seeking a new challenge, a leadership role, or a collaborative team environment, Massachusetts Mutual Life Insurance Company (MassMutual) offers a dynamic and supportive workspace for everyone. Check out the latest job openings and embark on a rewarding career journey with Massachusetts Mutual Life Insurance Company (MassMutual).
Learn more about Massachusetts Mutual Life Insurance Company (MassMutual)
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Finance & Insurance
* Ladders Estimates

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