External Wholesaler, MM Investments

MassMutual • Trenton, NJ

230d • $120,000 - $130,000 • Remote

About The Position

MassMutual Investments is a diversified multi-manager investment platform focused on the wealth management channel. We leverage an open architecture framework to develop innovative solutions to solve the most pressing investment needs of our clients. We are seeking a External Wholesaler, MM Investments. MassMutual Investments is a rapidly growing area of the organization. You'll have a tremendous opportunity to help shape our future growth. Your expertise, strategic thinking, and dedication will greatly impact our organization, drive industry innovation, and help our clients secure their financial future.

Requirements

• 5+ years of external sales experience at a mutual fund distributor or asset management firm.
• 1+ years of experience with Morningstar Direct and Salesforce.
• Travel requirements estimated 80%.
• Bachelor's Degree or a HS Diploma with 10+ years of external sales experience at a mutual fund distributor or asset management firm.
• Series 7 & 63.
• Located within territory - NJ, PA, DE, MD, VA, NC, SC.

Nice To Haves

• Strong technical acumen, excellent writing, presentation, and interpersonal skills.
• Established relationships at wirehouse, independent, regional broker dealers and RIAs.
• Ability to identify and empathize with client needs, as well as understand the market demand and requirements.
• Strong problem solving and analytical skills including demonstrated experience with research, data gathering and the ability to think strategically.
• Strong interpersonal and relationship building skills, with a proven ability to collaborate with diverse, multi-functional teams.

Responsibilities

• Increase sales and grow territory AUM by calling on financial advisors in the wirehouse, Independent and RIA channels.
• Provide marketing support and customer service to financial advisor in assigned territory.
• Effectively leverage data and technology.
• Develop a business strategy within the territory, including implementing business plans around focus firms and identifying business opportunities, while appropriately managing expenses and resource allocations.
• Attend and present at conferences and events to showcase our offerings, expertise, and value propositions.
• Complete administrative tasks (updating CRM, expense reporting) in a timely manner.

Benefits

• Regular meetings with the MassMutual Investment team.
• Focused one-on-one meetings with your manager.
• Access to mentorship opportunities.
• 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.
• Strong and stable ethical business with industry leading pay and benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree