Internal Wholesaler

MassMutual•Boston, MA

About The Position

Join a high-performing team of Internal Wholesalers dedicated to expanding the reach of MassMutual's industry-leading annuity solutions through third-party distribution partners. We are seeking a motivated Internal Wholesaler to support a designated territory, partnering closely with an External Wholesaler to drive sales growth, deepen advisor engagement, and deliver exceptional service. In this role, you'll cultivate and strengthen relationships across a diverse network of distribution partners, including Banks, Credit Unions, Wirehouses, National and Regional Broker-Dealers, and Independent Broker-Dealers. You will play a critical role in increasing territory production, expanding market penetration, and growing adoption across MassMutual's annuity product portfolio. This is an exciting opportunity for a sales-driven professional who thrives on building relationships, influencing outcomes, and helping financial professionals deliver solutions that support the long-term financial well-being of individuals and families nationwide. The team has 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. In this role, Annuity Internal Wholesalers support an assigned territory and partner closely with External Wholesalers to drive sales of MassMutual’s annuity products to third‑party distributors. You’ll build and deepen relationships across channels including Banks, Credit Unions, Wirehouses, National and Regional Broker Dealers, and Independent Broker Dealers. Success in this role is measured by territory production, penetration rates, and the diversity of annuity solutions delivered to meet client needs.

Requirements

Bachelor’s Degree or 3+ years work experience in the insurance or financial services industry
1+ years' experience with annuity or investment solutions in the insurance/financial services industry and/or within financial institutions (banks, credit unions, wires, broker dealers)
FINRA Series 6 at time of application or must obtain within 180 days of hire
State Securities License Series 63 license at time of application or must obtain within 180 days of hire
State Life & Health License at time of application or must obtain within 180 days of hire

Nice To Haves

Bachelor's degree
3+ years’ experience of sales or sales support experience with annuity products
FINRA Series 6 at time of application
State Securities License Series 63 license at time of application
State Life & Health at time of application
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
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, wirehouse, national/regional broker dealers, and independent broker-dealers)

Responsibilities

Partner with the territory External Wholesaler to drive sales activity and client engagement
Provide pre‑ and post‑sale consultation to distribution partners
Deliver sales and marketing materials, including case‑specific and customized sales illustration support, as needed
Collaborate closely with External Wholesaler and Advanced Sales teams to build knowledge of life insurance products, concepts, and competitive positioning
Support territory execution by managing assigned activities and follow‑ups to help drive distributor engagement and sales outcomes
Build and maintain strong working relationships with key distributors and internal partners to support effective sales execution
Stay informed on product updates, market trends, and industry insights to effectively support advisors and distribution partners
Utilize Salesforce and other sales tools to document activity, manage relationships, and support pipeline visibility
Collaborate with internal teams to ensure accurate and timely processing of business and follow‑through on client needs