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PANC 2020: The Big Opportunity in the Small Business Market
About This Webinar
The small business market is ripe with potential to help you grow your practice. Increase your value in this market by getting in the mind of the small business owner. Join MassMutual’s Bob Carroll, Head of Workplace Distribution, and Joseph F. Coughlin, PhD, Director of the Massachusetts Institute of Technology AgeLab, to learn how you can help small business owners be more efficient and cost effective, identify knowledge gaps to be aware of when communicating with them, and better engage and serve them and their employees through our 4- step knowledge-based value strategy.
Sponsored by MassMutual
Categories:
BUSINESS & FINANCE
Who can view: Everyone
Webinar Price: Free
Featured Presenters
Head of Workplace Distribution, MassMutual
Bob Carroll joined MassMutual as Head of Workplace Distribution effective November
2018 and reports to Theresa Hassara, Head of Workplace Solutions.
Bob joins MassMutual from John Hancock where he served as vice president of National
Sales. He brings a wealth of experience with more than 20 years of developing and
leading high-yielding sales strategies across a variety of markets.
In his most recent role at John Hancock, Bob spearheaded the company’s strategy for
retirement plan product development, marketing, and product distribution. In his tenure
at John Hancock, he also held a number of regional sales leadership roles as well as led
financial reporting for large institutional, qualified retirement plans such as Harris Bank
and Trust in Chicago.
As head of Workplace Distribution, Bob is responsible for developing and executing the
workplace distribution strategy, driving revenue and growing our share of the retirement
and worksite markets as we position ourselves to become a leading provider of the
holistic solutions our customers now demand.
In addition to driving sales, Bob manages relationships with internal and external
distribution channels, to create product awareness and enhance overall client
satisfaction in an effort to help more Americans secure their future and protect the ones
they love.
Bob holds a Bachelor of Science in Finance and Business Administration from Illinois
State University and Series 7, 24 and 63 licenses.
He resides with his wife, Angela and children in Scituate MA.
2018 and reports to Theresa Hassara, Head of Workplace Solutions.
Bob joins MassMutual from John Hancock where he served as vice president of National
Sales. He brings a wealth of experience with more than 20 years of developing and
leading high-yielding sales strategies across a variety of markets.
In his most recent role at John Hancock, Bob spearheaded the company’s strategy for
retirement plan product development, marketing, and product distribution. In his tenure
at John Hancock, he also held a number of regional sales leadership roles as well as led
financial reporting for large institutional, qualified retirement plans such as Harris Bank
and Trust in Chicago.
As head of Workplace Distribution, Bob is responsible for developing and executing the
workplace distribution strategy, driving revenue and growing our share of the retirement
and worksite markets as we position ourselves to become a leading provider of the
holistic solutions our customers now demand.
In addition to driving sales, Bob manages relationships with internal and external
distribution channels, to create product awareness and enhance overall client
satisfaction in an effort to help more Americans secure their future and protect the ones
they love.
Bob holds a Bachelor of Science in Finance and Business Administration from Illinois
State University and Series 7, 24 and 63 licenses.
He resides with his wife, Angela and children in Scituate MA.
Director of the Massachusetts Institute of Technology AgeLab, MIT
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