There is no one path to success as a Financial Professional (FP). You can truly build your business your own way. However, your career doesn’t have to stop once you’ve demonstrated success as an FP. If you’re interested in exploring a management career path, MassMutual has the development programs and support at each level.
Financial Professional: As an entrepreneur, you can grow your own practice and maximize your earning potential. You will build long term relationships as you help clients prepare for their financial future. Whether you choose to be a Generalist, a Practice Area Specialist focusing on target markets, or a Product Specialist, the scope of your practice, income potential and personal development is only limited by your ambition.
Sales Manager (SM) /Managing Director (MD): You will be responsible for recruiting and performing joint work, as well as training, coaching, developing and overseeing Financial Professionals (FPs) and Managing Associates. Some personal production is required. You will create annual goals, objectives and actions items for your sales units, which are designed to achieve long term unit growth. You will work with the firm management team to profitably grow the firm by maximizing the market potential.
The five areas of functional and technical skill areas needed to be a manager are:
Field Leadership Development Program: Join other high performing Senior Sales Managers in the Field Leadership Development program for the next level of growth and development. Receive coaching, development leadership skills, and learn the production aspects of running a firm. This is the final development stage prior to appointment as a General Manager.
General Manager (GM) /General Agent (GA): You will oversee all aspects of the firm, including leadership, sales, marketing, recruiting, operations, finance, compliance, supervision, legal, personnel and information technology. Creating a culture of high standards, integrity, success and accountability, you will be responsible for setting and achieving the firm’s short-term and long-term success goals.