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.
Review and process Producer onboarding applications, perform due diligence and background checks, communicate outstanding requirements, and update onboarding records.
Respond to inquiries, support service levels, and identify opportunities to improve efficiency.
What you need
Requires a high school diploma/GED/HiSET, 1+ years of customer service experience, and passing a non-registered background check to qualify as a fingerprinted person under FINRA.
A bachelor’s degree is preferred.
Education: a high school diploma or a bachelor's degree
Field Service Specialist
MassMutual Strategic Distributors (MMSD) Advisor Onboarding
Full-time, Springfield, MA
The Opportunity
We’re looking for someone to join MMSD Advisor Onboarding team as a Field Service Specialist. In this role, you will be an integral part of a Producers’ first impression of MMSD. You will be a part of a team that delivers a superior level of service while prioritizing, administering, and processing key functions in support of the onboarding and appointing of new Producers to MMSD.
Our Specialists are committed to continuously improving the trust and confidence of our distribution partners by demonstrating ownership, innovation, and transparency in handling these administrative duties, listening to, documenting, and responding to inquiries within established turnaround times with a focus on quality. We are a lean, agile organization that continues to grow and evolve to sustain our commitment to making a difference for our MMSD distribution partners across Life, Disability Insurance, and Annuities.
The Team
MassMutual Strategic Distributors (MMSD) is MassMutual’s dedicated third-party distribution channel, focused on building strong relationships and forging new ones with experienced financial firms and professionals throughout the country. Within this collaborative environment, you will work in close partnership with your immediate team of specialists, your Field Service Consultants, Relationship Managers, our distribution partners and producers, Sales, Advisor Operations, and other internal stakeholders.
The Impact
Review and processing of onboarding applications for new Producers to MMSD
Perform due diligence reviews and background checks of Producers; assessing a Producers’ eligibility to do business with MMSD
Promptly and clearly communicate and follow up on outstanding requirements related to the onboarding and appointment of Producers
Update our systems of records related to the onboarding and appointment of Producers with close attention to detail
With direction, apply State requirements and business practices for prompt and accurate case resolution.
In adherence with documented service expectations and standards, provide service-response support to inbound inquiries, including work requests, phone calls, and emails from customers, business partners, and distribution partners
Listen to, document, and respond to inquiries within expected timeframes
Support team service levels and key performance indicators within established guidelines and under general supervision, including quality standards
Provide business expertise with customer issues / continuous improvements opportunities to drive efficiency and increase capacity. Provide a presence at meetings / huddles to influence dialogue and progress.
The Minimum Qualifications (Required)
High School Diploma/GED/HiSET
1+ years of customer service experience, including internship, part-time experience
Due to the nature of this position, as part of our background-check process, candidates must be able to pass a non-registered background check to qualify as a fingerprinted person under FINRA
The Ideal Qualifications (Preferred)
Bachelor’s Degree
Financial Services experience
Call center experience
2+ years of customer service experience
Basic knowledge of mainframe applications and Microsoft Office suite
Quantitative proficiency for performing manual calculations
Organizational skills and attention to detail
Ability to identify opportunities and solve problems effectively
Ability to multitask and meet deadlines
Adaptability to handle changing priorities
Action orientation and the ability to assume ownership of requests and problems and deliver effective resolution to customers
Analytical ability and attention to detail
Desire to learn and apply Lean principles and methodologies
What You Can Expect at MassMutual
MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect:
Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes
A collaborative environment where perspectives are welcomed
Access to learning, development, and internal networks that support continuous growth and skill-building over time
Employee-led communities and forums that foster connection, learning, and inclusion across the organization
A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset
#LI-JF1
Salary Range:
$48,000-$60,500
At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.
Why Join Us.
We’ve been around since 1851. During our history, we’ve learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.
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.
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.