The Opportunity
We're looking to hire a Sales Consultant (Internal Wholesaler) to join our MMFA National Sales team . In this position, you'll help design various annuity product ideas and concepts and successfully answer incoming advisor questions. Also, you'll proactively start sales conversations within assigned territory to increase sales through partnership with the broader team, as well as conducting virtual meetings for advisors and agency annuity specialists on annuity sales ideas and concepts.
The Team
We partner with advisors to deliver exceptional financial solutions to their clients. We provide unparalleled expertise, guidance, advice and solutions to MMFA firms, their advisors and broker partners, in planning for their clients’ financial future. We empower our advisors to grow and diversify their practices by collaborating with credentialed and experienced experts that address broad financial solutions.
The Impact
The MMFA National Sales team at MassMutual has a significant and multifaceted impact across the organization, particularly in empowering advisors, driving product sales, and enhancing client outcomes. Key responsibilities include, but are not limited to:
Proactively partner with Regional Sales Director partner and other business partners to develop/grow individual annuity sales and achieve assigned goals. Develop effective business sales plans and determine actions to deliver them.
Answer incoming Territory calls in a timely accurate manner providing professional sales oriented detailed information to caller (product information, illustrations, forms and marketing materials) for producers and back office support personnel.
Proficient with and effectively utilize illustration tools, SalesForce and other identified systems/tools.
Act as a liaison on behalf of Sales for the advisor and other sales entities that do business with us informing them of ongoing products and communications.
Work as a contributing team member to assist in achieving the sales goals of National Sales and provide backup to the other members of the team when needed. Cross-train on all product lines: Disability Insurance; Life Insurance and Annuities and use that knowledge to identify cross-selling opportunities.
Work with supporting/processing areas/operations to address any issues that would impact the ability of a submitted case to be “reported” in a timely manner, respectful of procedures.
The Minimum Qualifications
Bachelor's Degree OR High School Diploma and 2+ years of financial services/insurance experience
2+ years of customer service or sales experience
Must obtain FINRA SIE & Series 6 within 180 days of hire
Must obtain FINRA Series 63 and State Life & Health License within 12 months of hire
The Ideal Qualifications
1+ years of sales support or direct selling experience with quotas and metrics
1+ year experience in the Financial Services/ Insurance Industry
Series 6 and/or Series 63 at time of application
Ability to demonstrate a clear understanding of the marketplace that applies to the products being sold
In-depth Annuity Product Knowledge
Proven track record of working others, team player
Focused on development, a quick learner in product space
Ability to think creatively and outside of the box, focused on sales execution, utilizing products and solutions
Compensation Structure
$50,000-$52,500 base range plus sales-based incentive opportunity resulting in a total target compensation package of $70K-$75K
What to Expect as Part of MassMutual and the Team
Regular meetings with the MMFA National Sales team
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
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