MassMutual Financial Group Business Acceptance Consultant in Springfield, Massachusetts
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 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.
Handles the suitability and completeness review for account maintenance transactions such as account retitling requests, margin setup/maintenance, option setup/maintenance, goal modifications for proprietary managed accounts, collateral account setup/maintenance, directly held third party money manager goal modifications, third party account changes requiring suitability review, and third party money movement transactions.
Back up as needed for new business to assist with the suitability acceptance of new accounts.
Back up as needed for Cashiering and TOA to assist with the suitability review of money movement transactions in the managed account space.
Monitors and takes action on work received through assigned queues.
Monitors tasks associated with goal modification for proprietary managed accounts.
Manage NIGO communications to field advisors and resolution of business not in good order.
Assists fellow internal and external partners with escalated issues and problem solving.
Remains current with industry trends and changes and shares knowledge with team members.
Performs other related duties as assigned or required.
5-7 years work experience
Series 7 and 24 required
High School Diploma
- Bachelor's Degree
Ranked No. 77 in the annual FORTUNE ® 500 Ranking (FORTUNE ® Magazine, June 2017) 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.
Focus 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 www.massmutual.com 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.
At MassMutual, we’re fostering an inclusive and dynamic environment where our employees are valued for who they are and can build successful careers. For us, diversity and inclusion is more than a goal, it’s the only way forward.
• 100% rating on the Human Rights Campaign Corporate Equality Index (2018)
• National Association for Female Executives Top Company for Executive Women (2017)
• DiversityInc Noteworthy Company (2017)
• Disability Equality Index® (DEI) Best Place to Work for Disability inclusion (2017)
• Working Mother Media 100 Best Company (2017)
• Military Friendly Employer (2018)