Sales Support Specialist- Life & DI

MassMutual • Springfield, MA

9d

About The Position

The Sales Support Specialist provides telephonic sales support to Financial Professionals regarding MassMutual life and disability income (DI) products, using product illustration software and internal sites. The role works with Internal and External Wholesaler colleagues to stay current on market trends and industry knowledge, and calls for proactive problem-solving and timely responses to inquiries.

This is a developmental, time-bound role with an expected duration of up to 18 months. It is intended to build foundational knowledge, skills, and experience for possible progression to an Internal Wholesaler position through structured development, coaching, and performance expectations. Advancement is not guaranteed and depends on individual performance, readiness, and business needs.

The Internal Sales Desk works with distributors in third-party, independent, national broker-dealer, bank, BGA, and IMO markets to sell Life and DI products through financial professionals.

Requirements

• High school diploma or equivalent.
• At least 6 months of customer service, sales, leadership, or relationship-building experience gained through employment, internships, athletics, academic programs, student organizations, or volunteer activities.
• At least 1 year of experience with Microsoft Office.
• FINRA Series 6 license at the time of application, or obtain it within 6 months of hire.
• State Securities License Series 63 at the time of application, or obtain it within 6 months of hire.
• State Life & Health License at the time of application, or obtain it within 6 months of hire.

Nice To Haves

• Bachelor’s degree.
• Prior third-party life and DI distribution experience.
• At least 1 year of experience in the financial services or insurance industry.
• At least 1 year of sales support or direct selling experience with quotas.
• Salesforce CRM and customer relationship management experience.
• Interest in learning the financial services industry, especially life and DI products.
• Proven written and verbal communication skills.

Responsibilities

• Develop foundational sales, relationship-management, and consultative communication skills through training, coaching, and real-time application.
• Support an inbound telephone queue by answering product and rate questions and fulfilling requests for marketing collateral, application kits, and illustrations.
• Route calls to appropriate departments, including forwarding leads to Internal Wholesalers.
• Document all activity in the Salesforce CRM system.
• Run product illustrations and meet or exceed established turnaround times while maintaining 100% accuracy.
• Complete requests for marketing materials.
• Build and maintain strong product knowledge, including related economic, industry, and competitor information.
• Perform other duties as assigned.

Benefits

• Competitive salaries.
• Incentive and bonus opportunities; total compensation includes either a bonus target or, in a sales-focused role, Variable Incentive Compensation.
• Industry-leading pay and benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED