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MassMutual Wealth Management Concierge Consultant in Springfield, Massachusetts


As a Society 1851 Wealth Management Concierge Consultant you will be providing world class customer service to MassMutual's Top Financial Services Representative. 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.


The Concierge Support Team provides concierge level support to top level advisors, and recruits that are joining the firm. The team is comprised of skills individuals with season experience within MMLIS that provide a high level of customer service to their dedicated advisor population.


The concierge consultant plays a key role in building strong partnerships with their assigned advisors, identifying needs-based service and training opportunities and ensuring value is added by delivering world class service. Accomplishing these goals involves working with other MMLIS departments and agency support staff.


  • Provide dedicated wealth management support to top advisors and teams.

  • Drive high satisfaction, quality and efficiency for advisors.

  • Build relationships and work with key business decision makers throughout MMLIS organization.

  • Promote, educate, and train advisors and their staff on the vast array of MMLIS offerings such as the MMLIS Wealth Management, Brokerage Platform, and Variable Annuity Order Entry system.

  • Provide MMLIS transition support to qualifying recruits

  • Proactively communicate MMLIS updates with their advisor populations.

  • Serve as subject matter expert on BD policies and procedures for external representatives transitioning to the MassMutual platform

  • Demonstrate ability to understand the needs of transitioning advisors and proactively address their concerns.

  • Act as a liaison between the Firm and Home Office Product area to review the Business Profile Supplement – identify competitor’s products and platforms, as well as issues in the portability of products, gaps in selling agreements, and dependencies.

  • Act as liaison between Firm, BD home office and third party resources to ensure client accounts are moved to MMLIS platform timely

  • Research and resolve book of business transition issues as needed

  • Act as liaison between Firm, BD home office and third party resources to ensure client accounts are moved to MMLIS platform timely

  • Identify cases that are not in good order (NIGO) and work with our Advisor force to resolve.


  • High School Diploma or GED

  • 5+ years in the financial services arena

  • Required to obtain FINRA Series 7 license within 180 days

  • Solid understanding of broker-dealer operations and account opening procedures for direct, brokerage and advisory products

  • Strong organizational savviness and ability to navigate complex situations

  • Exceptional customer service skills who has a reputation for delivering high quality results on time

  • Expertise in quickly establishing credibility and developing strong working relationships with internal and external constituents

  • Excellent data entry skills with a high level of accuracy

  • Superior communication skills; ability to interact and partner with a variety of audiences

  • Ability to manage multiple priorities in fast-paced and time sensitive environment and adhere to strict deadlines


  • 3+ years in MMLIS operations

  • Proficiency in the MMLIS Wealth Management and Brokerage Platforms

What to Expect as Part of MassMutual and the Team

  • Regular meetings with the Concierge Support 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 business with industry leading pay and benefits

About MassMutual

We’ve been around since 1851. During our history, we’ve helped millions of people find financial freedom, offer financial protection, and plan for the future.

Today, we continue to develop meaningful relationships with our customers by building their trust, being knowledge problem solvers and always prioritizing their needs. 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.

MassMutual was recognized as an Ethisphere 2019 World’s Most Ethical Company, a Top Place to Work in 2019 according to The Boston Globe and named among America’s Best Employers for Diversity according to Forbes 2020. MassMutual ranks No. 84 on the Fortune 500 list of largest companies.


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.