The Opportunity

We’re growing and our clients deserve the best. We are building a dynamic team of internal wholesalers to drive the sales of MassMutual’s Annuity Distribution to third party distributors. We are looking for an internal annuity wholesaler to support an assigned territory.  In this role you will build and grow relationships across our channel with Banks, Credit Unions, Wirehouse, National/Regional Broker Dealers, and Independent Broker Dealers.  You will be responsible for territory production in partnership with the external wholesaler, penetration rates, and diversity of products sold through third-party distributors.  You will have a strong desire to broaden financial wellness and education to communities throughout the country.

The Team

We have assembled a team of industry leading professionals making up our internal sales, key account management, advanced sales, and sales enablement & marketing teams. The team has a track record of focusing on the customer, collaboration and achieving sales results. The team is entrepreneurial in spirit and doesn’t back away from a challenge. The team has built a great sense of community and desire to execute since the MMSD division was established in 2021.  

The Impact

As the Internal Wholesaler, MMSD Annuity Distribution, key responsibilities include:

Proactively contact and consult with financial professionals across our channel on pre-and-post-sale annuity product support and respond to inquiries

Execute specific activity expectations and territory management to maximize opportunities and grow sales across our channel with banks, credit unions, wirehouses, national/regional broker dealers, and independent broker dealers

Communicate confidently with your customer base and drive sales in partnership with your territory’s External Wholesaler, with the ability to use software tools including Salesforce, Outlook, PowerPoint, Excel, Zoom, Illustration software, and financial planning software

Demonstrate understanding of the annuity industry and competitive landscape by building expertise of annuity products, positioning, associated riders, and sales concepts while gaining industry knowledge and insights on market trends

Develop and maintain strong business relationships with key distributors to help meet sales goals and collaborate with various internal departments to ensure proper processing of business

Travel with external partner to observe and learn territory specifics, relationship building

Build and deliver client presentations, occasionally providing back-up for an External Wholesaler for the presentation if the External Wholesaler is unavailable

Provide mentorship and coaching to other team members on the Sales Desk by sharing industry knowledge and best practices

Occasionally provide training sessions to the Sales Desk team on a variety of topics regarding products and sales

Other duties as assigned

Minimum Qualifications:

2+ years of sales experience with annuity or investment solutions products within financial services and/or financial institutions (banks, credit unions, wires, broker dealers); or 2+ years sales experience in a third-party annuity distribution channel

Series 6 or 7 at time of application

Series 63 at time of application

Must obtain State Life & Health Insurance License within 180 days of hire

2+ years’ experience with a contact management system

Ideal Qualifications

Bachelor’s Degree in related field of study

4 + years’ work experience in financial institution and/or financial services

3+ years’ experience of sales or sales support experience with annuity products.

Experience with independently delivering client presentations to groups of varying sizes in virtual forum.

Experience with segmenting clients within assigned territories using data-driven analytics to identify ideal prospects.

Well-established self-management skills, e.g., territory management, time management, prioritization, managing internal & external relationships

Commitment to building, maintaining, and growing partnerships with all stakeholders

Extensive knowledge about annuity products (fixed, income, variable annuities), practices, trends and how information affects business decisions

Experience working with financial institutions (banks, credit unions, wirehouses, national/regional broker dealers, and independent broker-dealers)

Deep understanding of economic environment, interest rates and competitor positioning

Strong interpersonal and communication skills to effectively guide, support and coach others on the team

What to Expect as Part of MassMutual and the Team

Regular meetings with the MMSD Annuity Sales Team and Learning & Performance Consultant

Focused one-on-one meetings with your manager(s)

Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups

​Access to learning content on Degreed and other informational platforms

Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits.

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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. EEO Statement (Opens in new window)

MassMutual will accept applications on an ongoing basis until such time as a candidate has been offered employment. The job description includes the main duties of this position, which may evolve over time. You may be required to perform other duties not listed.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.