Rakesh Bhardwaj
About Rakesh Bhardwaj
Rakesh Bhardwaj is the Second Vice President at MassMutual Financial Group, specializing in advanced sales concepts for Whole Life insurance.
Title at MassMutual Financial Group
Rakesh Bhardwaj is currently serving as the Second Vice President (2nd VP) at MassMutual Financial Group. In this role, he manages various responsibilities including oversight of advanced sales concepts, especially focusing on COLI/BOLI sales and marketing.
Previous Role at Clark Consulting
Before joining MassMutual Financial Group, Rakesh Bhardwaj held the position of Assistant Vice President (AVP) at Clark Consulting. He worked at the firm from 1987 to 2000—a span of 13 years—specializing in plan design.
Education and Expertise
Rakesh Bhardwaj completed his MBA in Finance from the American University's Kogod School of Business. He pursued his studies from 1981 to 1983, gaining vital knowledge and skills that would aid him in his future career in financial services and plan design.
Career Progression at MassMutual
Rakesh Bhardwaj joined MassMutual Financial Group in 2000 as Assistant Vice President for COLI/BOLI Sales and Marketing within the Large Corporate Markets area. In 2002, he was promoted to Second Vice President of COLI/BOLI Sales and Marketing. Since late 2006, he has been leading the Advanced Sales Concept Management (ASCM) group, which is responsible for developing, promoting, training, and tracking advanced sales concepts aimed at boosting Whole Life sales.
Advanced Sales Concept Management (ASCM) Group
In late 2006, Rakesh Bhardwaj took on a new role within MassMutual Financial Group by leading the Advanced Sales Concept Management (ASCM) group. This group is focused on the creation, promotion, and training related to boutique or advanced sales concepts that support Whole Life sales. Under his leadership, ASCM also tracks the effectiveness of these initiatives, aiming to enhance the company's sales performance.