Regional Annuity Sales Director

MassMutualBoston, MA
Hybrid

About The Position

MassMutual has achieved significant success in distributing individual annuity products through MassMutual Financial Advisors (MMFA). The company is seeking a dynamic wholesaler to drive the sales of MassMutual’s individual annuity solutions within MMFA. As an Annuity Regional Director, the role involves building and growing relationships with field partners to support MassMutual advisors, General Agents, and MMFA Brokerage. The director will provide advisors with deep expertise in individual annuity solutions to address client needs in assigned agencies and will be paired with an internal wholesaler to help drive individual annuity sales. The team partners with advisors to deliver exceptional financial solutions, offering unparalleled expertise, guidance, advice, and solutions to MMFA firms, their advisors, management teams, brokerage directors, and broker partners for client financial planning. This collaboration empowers advisors to grow and diversify their practices by working with credentialed and experienced experts who address broad financial solutions.

Requirements

  • High school diploma or GED
  • 5+ years of experience in annuity wholesale distribution
  • FINRA Series 6 at time of application
  • FINRA Series 63 at time of application or must obtain within 6 months of hire
  • State Life and Health license at time of application
  • Ability to travel 25-50%
  • Must reside within designated territory of New England

Nice To Haves

  • Bachelor's Degree
  • Industry Designations – CLU, ChFC, and/or CFP
  • 2+ years of experience in an external wholesaling position
  • Proven track record of success with career and brokers and in achieving territory sales objectives
  • Demonstrated sales and presentation skills including strong negotiation skills
  • Success in building and maintaining strong relationships with centers of influence
  • Excellent knowledge of current annuity products and industry
  • Superior verbal and written communication skills
  • Strong interpersonal, team-oriented, organizational skills
  • Proven track record of developing sales results in assigned territory

Responsibilities

  • Provide advisors with tailored solutions to integrate MassMutual’s annuity portfolio into client solutions.
  • Provide and communicate specific examples to highlight the various annuity products and their features.
  • Ability to deliver content in both individual and group settings.
  • Maintain proactive sales relationships with financial professionals of respective territory and/or assigned accounts through ongoing financial professional profiling, constant relationship building, and refining and refreshing financial professional base
  • Execute on specific activity expectations to maximize opportunities to grow sales through financial professional relationships
  • Provide sales management with weekly updates on activity within the assigned territory
  • Monitors territory activities to assure they are meeting the overall company objectives
  • Fully able to provide support virtually and in-person as required
  • Effectively manage travel and expense budget

Benefits

  • incentive opportunity resulting in a total target compensation package of $185 - $256K
  • Regular meetings with the MMFA National Sales Annuity Team and the broader MMFA Advice and Client Solutions organization
  • Focused one-on-one meetings with your manager
  • 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
  • Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
  • competitive salaries, along with incentive and bonus opportunities for all employees
  • total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component
  • extensive benefits offerings please check out our Total Rewards at a Glance
  • inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone

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What This Job Offers

Job Type

Full-time

Career Level

Senior

Education Level

High school or GED

Number of Employees

5,001-10,000 employees

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