MassMutual · 8 hours ago
Internal Wholesaler
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MassMutual is a mutual life insurance company that provides investment management and trust services. They are seeking an Internal Wholesaler to drive sales of annuity products to third-party distributors and build relationships within a dedicated territory. The role involves managing territory production, collaborating with external wholesalers, and providing support to financial professionals.
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Responsibilities
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
Other duties as assigned
Qualification
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Required
Must be reside within the following time zones of the United States – Mountain Standard (MST) or Pacific Standard (PST)
FINRA Series 6 or 7 at time of application
State Securities License Series 63 at time of application
State Life & Health Insurance License at time of application
Bachelor’s Degree or 4+ years’ work experience in financial institution and/or financial services
3+ years’ experience of sales or sales support experience with annuity products.
2+ years' working experience with annuity solutions with financial services and/or financial institutions (banks, credit unions, wires, broker dealers)
2+ years’ experience with a contact management system
Preferred
Possess excellent oral and written communication skills, interpersonal and customer service skills
Possess excellent speaking skills and presentation skills to groups of varying sizes in virtual forum
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
Proficiency with Word, Excel, PowerPoint, Zoom, and Salesforce as well as various internet search tools
Must be detailed-oriented and well-organized self-starter with high energy and creativity
Extensive knowledge about annuity products (fixed, income, variable annuities), practices, trends and information affecting the business and organization
Experience working with financial institutions (banks, credit unions, wirehouses, national/regional broker dealers, and independent broker-dealers)
Proven ability to multitask and attention to detail
Benefits
Access to mentorship opportunities
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
Company
MassMutual
MassMutual is a mutual life insurance company that provides investment management and trust services.
Funding
Current Stage
Late StageTotal Funding
unknown2020-09-08Acquired
Recent News
2024-12-05
2024-12-05
2024-12-03
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