Advanced Sales Consultant

MassMutual•Boston, MA

About The Position

As an Advanced Sales Consultant, you will work with home office associates and with our field force, which consists of advisors and brokers, designing ideas to help facilitate the sale of MassMutual products and enhance the value of it’s field force to their clients by assisting in advanced concept sales and providing general legal and tax information. Be part of a very close knit group that values collaboration and creative thinking. The Advanced Sales team consults with advisors and brokers to design solutions to address the specific needs of clients. To help meet the business, insurance, and estate planning needs of each client, advanced sales will work in conjunction with a client’s counsel, tax advisors, and accountants. With more than 387 combined years in the industry, this dedicated team possesses impressive experience and diverse credentials which include strong private practice backgrounds. Several members of the group have been published or quoted in top publications in the planning field ( National Underwriter and The Wall Street Journal ). In addition, many have spoken on a variety of topics at industry events such as Million Dollar Round Table (MDRT) and Finseca, a merger between the Association for Advanced Life Underwriters and General Agents Management Association. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We’ve been around since 1851. During our history, we’ve learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It’s more than our company structure – it’s our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

Requirements

JD required
5+ years in an advanced market’s role or practicing attorney with estate, business or tax background
Series 6 or 7 at time of application or ability to obtain within 6 months of hire
2+ years of experience interacting with clients both on calls and emails
Travel required - possibly up to 5 – 10% nationwide

Nice To Haves

CLU/ChFC
LL.M
Excellent writing and presentation skills
Experience working in or with a large financial company
Working knowledge of life insurance, annuities, and investments
Ability to work independently on projects
Collaboration with both work teams and multiple home office partners along with our advisors in the field
Experience with premium financing, nonqualified fringe benefit planning, business continuation planning, qualified plans, complex trusts, financial planning and charitable planning.
Ability to speak Mandarin and/or Spanish

Responsibilities

Provides fast and superior support on technical legal and tax issues.
Discusses specific case designs with advisors and brokers.
Creates and delivers presentations on sales concepts and tax issues.
Responsible for premium financing case approvals, credit union case review, life in a qualified plan, and many more concepts.
Analyze/comment/provide options on personal, estate and business plans.
Drafts marketing materials including PowerPoints.
Assists other areas within MassMutual with technical and legal issues.

Benefits

Regular meetings with the various product line and investment managers as well as legal and compliance.
Focused one-on-one meetings with your manager.
Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, 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.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume