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MassMutual Relationship Manager, MMSD Client Services - Remote US in Helena, Montana

The Opportunity

Do you want to be part of a team that encourages your growth, supports your ambitions, and makes it a priority for you to reach your goals? Is helping people part of who you are? At MassMutual, we help millions of people find financial freedom, offer financial protection, and plan for the future. As a Relationship Manager, we do this by building trust with our customers by being knowledgeable problem solvers and prioritize their needs above all else. We Live Mutual.

The Team

MassMutual Strategic Distributors:

MassMutual Strategic Distributors (MMSD) is MassMutual’s dedicated, third-party distribution channel focused on building on strong relationships and forging new ones with experienced financial firms and professionals. With a diverse and relevant portfolio, including whole life insurance, disability income insurance, fixed annuities, and hybrid life/long-term care insurance, MMSD is partnering with hundreds of financial firms to meet customers where they are with the financial solutions they need.

As a Relationship Manager you will work independently to maintain and enhance relationships with our distribution partners. Ensures distribution partner satisfaction through periodic partner meetings and discussions covering strategy, operations, and business performance. Works closely with internal business partners to resolve complex business operations issues and service escalations.

The Impact:

  • Support the day-to-day operations activities of our strategic distribution business, delivering tailored, concierge level service to our distribution partners.

  • Act as liaison between external partners and internal teams to drive resolution on all service issues, leading as relationship manager for our distribution partners.

  • Own and drive to resolution all firm back office and wholesaler escalated service issues.

  • Serve as a point of contact for inquiries from business partners including external third-party record-keepers and external auditors.

  • Produce and distribute daily, weekly and/or monthly reports related to our distribution partners’ business.

  • Gain a deep understanding of our distribution partners’ business models and tailor operations to support them.

  • Demonstrate agility and flexibility to work on or support special projects as needed.

The Minimum Qualifications:

  • High School Diploma or GED

  • 5+ years of insurance industry experience, with knowledge of annuity, life, disability, LTC, or hybrid insurance products

  • 2+ years dealing directly with annuity products

  • 2+ years relationship management skills required

  • Excellent written and verbal communication skills

  • Extremely organized, detail-oriented individual who is capable of self-managing and multitasking in a fast-paced, demanding environment

  • Ability to travel to firms, which can be located anywhere in the country

The Ideal Qualifications

  • Undergraduate degree

  • Experience with and an understanding of Third Party distribution

  • Knowledge of regulatory issues surrounding ownership of insurance products What to Expect as Part of MassMutual and the Team

  • Proven experience with providing excellent customer service and building relationships with business partners

Salary ($75-$85K) plus annual bonus



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.