Internal Wholesaler

MassMutual • Boston, MA

9d

About The Position

MassMutual is proactively building relationships with experienced Internal Annuity Wholesalers in anticipation of future hiring needs within its Annuity Distribution organization. This role involves supporting an assigned territory and partnering closely with External Wholesalers to drive sales of MassMutual’s annuity products to third-party distributors. The position focuses on building and deepening relationships across various channels, including Banks, Credit Unions, Wirehouses, National and Regional Broker Dealers, and Independent Broker Dealers. Success is measured by territory production, penetration rates, and the diversity of annuity solutions delivered to meet client needs.

Requirements

• Bachelor's Degree or 4+ years work experience in the insurance or financial services industry
• 2+ years' working experience; inclusive of at least 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

Benefits

• Industry leading pay
• Sales-based incentive opportunity
• Total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component
• Extensive benefits offerings

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level