Head of Field Management, West
MassMutual
Date: 3 weeks ago
City: Phoenix, Arizona
Contract type: Full time
The Opportunity
As Head of Field Management – West, you will have regional alignment and General Agent assignments that are within MMFA’s West region. Imagine crafting a regional strategy and firm-by-firm growth plan that aligns perfectly with MMFA’s visionary goals, including our rapidly growing Wealth Management business. You'll be the driving force behind building a regional culture, fostering receptivity to MMFA advisor strategies. This is more than just a leadership role; it's a strategic, field-facing position where you'll collaborate with General Agents to implement initiatives with an opportunistic mindset. As the primary relationship manager and main point of contact for the firms in the West region, you’ll work directly with General Agents and the field, making a tangible impact every day.
The Team
The Head of Field Management - West resides on a team within MassMutual Financial Advisors (“MMFA”) as a key leader in the Field Management organization. You’ll forge strong business partnerships and coaching relationships with General Agents, Sales Managers, and top advisors, aligning their activities with MMFA’s strategic direction, including growing our field force and assets under management. Reporting directly to MassMutual’s Head of Field Management, you’ll collaborate with senior leaders in MMFA and our Wealth Management division, as well as other departments within MassMutual. This team is known for being strategic, agile, and collaborative, with exceptional communication skills. Your influential leadership, ability to drive results, and matrix management will be key to your success.
The Impact
The ideal candidate for this role will have strong industry knowledge across protection and wealth management and will execute on MMFA’s strategy for the West region to grow distribution. With accountability to your assigned firms and the Home Office, you are responsible for overall firm health, including financial viability, profitability, and supervision. Your role includes driving results such as sales growth, assets under management, recruiting, and managing the Net field force. You’ll own the strategic plan and goal setting for your regional firms, act as the main point of contact for conflict resolution, problem-solving, and align resources to support these firms.
Additionally, you will champion the awareness and implementation of Home Office Platforms and initiatives, mentor and provide best practice guidance to your firms, and help develop advisor and firm leadership. You’ll coach General Agents on understanding and utilizing compensation financial levers and contracts. Moreover, you’ll lead all life cycle points of a firm, including recruiting General Agents, business succession planning, sales leadership development, change management, and strategic market development.
The Minimum Qualifications
$237,100.00-$330,800.00
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.
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
As Head of Field Management – West, you will have regional alignment and General Agent assignments that are within MMFA’s West region. Imagine crafting a regional strategy and firm-by-firm growth plan that aligns perfectly with MMFA’s visionary goals, including our rapidly growing Wealth Management business. You'll be the driving force behind building a regional culture, fostering receptivity to MMFA advisor strategies. This is more than just a leadership role; it's a strategic, field-facing position where you'll collaborate with General Agents to implement initiatives with an opportunistic mindset. As the primary relationship manager and main point of contact for the firms in the West region, you’ll work directly with General Agents and the field, making a tangible impact every day.
The Team
The Head of Field Management - West resides on a team within MassMutual Financial Advisors (“MMFA”) as a key leader in the Field Management organization. You’ll forge strong business partnerships and coaching relationships with General Agents, Sales Managers, and top advisors, aligning their activities with MMFA’s strategic direction, including growing our field force and assets under management. Reporting directly to MassMutual’s Head of Field Management, you’ll collaborate with senior leaders in MMFA and our Wealth Management division, as well as other departments within MassMutual. This team is known for being strategic, agile, and collaborative, with exceptional communication skills. Your influential leadership, ability to drive results, and matrix management will be key to your success.
The Impact
The ideal candidate for this role will have strong industry knowledge across protection and wealth management and will execute on MMFA’s strategy for the West region to grow distribution. With accountability to your assigned firms and the Home Office, you are responsible for overall firm health, including financial viability, profitability, and supervision. Your role includes driving results such as sales growth, assets under management, recruiting, and managing the Net field force. You’ll own the strategic plan and goal setting for your regional firms, act as the main point of contact for conflict resolution, problem-solving, and align resources to support these firms.
Additionally, you will champion the awareness and implementation of Home Office Platforms and initiatives, mentor and provide best practice guidance to your firms, and help develop advisor and firm leadership. You’ll coach General Agents on understanding and utilizing compensation financial levers and contracts. Moreover, you’ll lead all life cycle points of a firm, including recruiting General Agents, business succession planning, sales leadership development, change management, and strategic market development.
The Minimum Qualifications
- Bachelor’s degree or equivalent work experience including industry certifications
- Minimum 15 years of financial services experience
- 8+ years’ experience in the wealth management industry
- Prior experience working with field sales forces as well as the ability to build relationships with the home office
- Prior track record in building partnerships with senior leaders
- Demonstrated ability to lead and execute projects
- Strong financial acumen
- History of managing in a complex regulatory marketplace
- Strong public speaking and interpersonal skills
- Must have FINRA Series 7 and 24 licenses
- Travel within territory (west) 50-70%
- Must be eligible to work in the US without sponsorship
- 15+ years financial services industry experience, with direct Life insurance and wealth/GDC experience
- Familiarity or experience with insurance products and distribution
- Management or leadership experience
- Strong decision-making skills with the ability to communicate effectively, including the ability to present complex information clearly and appropriately handle sensitive information
- Great relationship and collaboration skills
- Experience collaborating with a team with varying skill sets
- Ability to work in a dynamic and rapidly changing environment, including the ability to adapt to changing business priorities
- Ability to think strategically, with proven ability to collaborate cross-functionally and influence outcomes
- Regular meetings with the Field Management 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
$237,100.00-$330,800.00
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.
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
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