The Opportunity

The Valuation Consultant will work directly with the Head of MMLIS Advisor Loan Programs 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 Team

Our team is high performing and focused on driving inorganic practice and field growth through competitive recruiting and acquisitions, driving net flows for Wealth Management.

The Impact:

Align with the Head of MMLIS Advisor Loan Programs 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

• High School Diploma

• 3 years experience in a client-facing analytics, strategy consulting, or financial analysis position in the financial services or insurance industry

• 1 year advanced experience with Excel

• 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

• Bachelor's Degree

• 2 years measuring/assessing financial risk

• 2 years analyzing datasets, identifying actionable insights, and communicate findings via presentations and/or dashboards

• Experience presenting simple and compelling stories to audiences of all levels

• Experience working with clients, advising on marketing/business performance, and influencing decisions with insights and measurement

• 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 Head of MMLIS Advisor Loan Programs

• 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.

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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.