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Working with Charter Oak

We’re a collective of subject-matter experts and passionate professionals who thrive in the space where working smart meets having fun. Inspired by our guiding principles, we emphasize culture and collaboration as we challenge the norms of our industry to redefine what’s possible for our clients and for our own careers.

P R A C T I C E    D E V E L O P M E N T    S P E C I A L I S T

As a practice development specialist, you will be tasked with helping to onboard and facilitate the coordination of firm resources and training programs designed to develop career advisors and career sampling advisors.  A successful practice development specialist will deliver training programs and coordinating resources for advisors of all levels.  The practice development specialist is also responsible for supporting all activities that integrate business technology tools with a goal of practice optimization.  This position works in partnership with the lead PDS, training director, and firm managing directors.


  • Partner with managing directors to create an action plan for each inexperienced advisor to monitor progress toward established sales goals, e.g., Rising Leaders and Leaders conference
  • Deliver the Charter Oak onboarding experience and ensure smooth transitions between departments
  • Drive adoption, training, and serve as the primary local contact for Advisor360°, Coverpath, Office 365, and other practice management and technology tools and strategies
  • Partner with the lead PDS to create action plans to identify and address gaps in meeting established firm and advisor goals

    o Assist advisors with documenting their marketing plan

    o Facilitate advisor introduction to the Case Design Center

    o Work with the lead PDS to develop, leverage, and promote firm goals for business technology tools

    o Monitor various metrics to ensure goals are on target

    o Manage resource materials to ensure proper support materials are current and accessible

    o Promptly learn new business technology tools

  • Coordinate with the training director to deliver Charter Oak training program for career advisors and managing directors

    o Ensure timely completion of training modules

    o Hold weekly training meetings for inexperienced career advisors

    o Report on advisor progress to managing directors and training director

    o Become a resident coach for the firm’s approved sales systems

    o Facilitate reporting of advisor accountability metrics

  • Collaborate with managing directors, advisors, and other resources to support advisor teaming experience
  • Some travel required
  • Other duties as assigned

Measurement Criteria

  • Conversion of advisors from career sampling to career advisor contracts
  • Increase advisor productivity and achievement of rising leaders and other conference qualifiers
  • Increase business technology tool adoption
  • Improve advisor retention
  • Increase advisor household penetration
  • Ensure timely and accurate reporting of sales activity


  • Results-driven, confident, and a demonstrated ability to negotiate and influence
  • Strong interpersonal and communication skills
  • Strong organizational skills
  • Improve advisor retention
  • Increase advisor household penetration
  • Ability to effectively deliver multiple priorities with vague or defined timelines
  • Proven ability to train and effectively demonstrate the entire sales process
  • Ability to create, interpret, and leverage metrics for determining strategy
  • The ideal candidate will have experience in a financial services field office or with MassMutual
  • College degree or equivalent industry experience. B.A./B.S. degree in a business discipline preferred
  • Life, accident, health or FINRA licenses are a plus
  • Ensure timely and accurate reporting of sales activity

Recommended Development

  • Complete the MassMutual practice development specialist learning path
  • Participate in virtual trainings, MassMutual University courses related to role, and practice development specialist monthly calls
  • Ongoing development with the lead PDS and training director
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