Be an early applicantLess than 25 applicants

Company

MassMutual · 4 hours ago

Internal Wholesaler

Sacramento, CA

Full-time

Remote

Mid Level

$75K/yr - $80K/yr

3+ years exp

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FinanceFinancial Services

Actively Hiring

Hiring Manager

Christina Reynolds

Insider Connection @MassMutual

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

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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FINRA Series 6FINRA Series 7State Securities License Series 63State Life & Health Insurance LicenseAnnuity product knowledgeSales experienceContact management systemFinancial services experienceSalesforceOutlookPowerPointExcelZoomIllustration softwareFinancial planning softwareCustomer service skillsSelf-management skills

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