Annuity Internal Sales Support Pro

MassMutual; Boston (MA); On-site; USD 55,000 - 70,000; Full time

Job summary

MassMutual is seeking a Sales Support Specialist for the Annuity Internal Sales Desk in Boston. You will provide telephonic sales support to Financial Professionals, answer product questions, fulfill marketing collateral requests, and help drive awareness of MassMutual annuity products.

This developmental, up-to-18-month role offers coaching, structured development, and a path toward an Internal Wholesaler position, with performance milestones aligned to business needs.

Qualifications

• High school diploma or equivalent.
• 6+ months of customer service, sales, leadership, or relationship-building experience.
• 1+ year experience with Microsoft Office (Outlook/Excel/PowerPoint).
• FINRA SIE & Series 6 at time of application or must obtain within 6 months of hire.
• State Securities License Series 63 at time of application or must obtain within 6 months of hire.
• State Life & Health License at time of application or must obtain within 6 months of hire.

Responsibilities

• Develop foundational sales, relationship management, and consultative communication skills through ongoing training, coaching, and real-time application.
• Support an inbound telephone queue with product and rate questions, marketing collateral, application kits, and illustrations.
• Route calls to appropriate departments, including forwarding leads to Internal Wholesalers.
• Document all activity in the CRM system (Salesforce).
• Run product illustrations with 100% accuracy and meet turnaround times.
• Complete fulfillment requests for marketing material.
• Build and maintain strong product knowledge including related economic, industry and competitor information.
• Other duties as assigned.

Skills

Customer service

Sales

Relationship-building

Microsoft Office

Education

High School Diploma

FINRA SIE & Series 6 within 6 months

State Securities License Series 63 within 6 months

State Life & Health License within 6 months

Bachelor’s Degree (preferred)

Tools

Salesforce CRM

Microsoft Office

Job description

MassMutual is seeking a Sales Support Specialist for the Annuity Internal Sales Desk in Boston. You will provide telephonic sales support to Financial Professionals, answer product questions, fulfill marketing collateral requests, and help drive awareness of MassMutual annuity products.

This developmental, up-to-18-month role offers coaching, structured development, and a path toward an Internal Wholesaler position, with performance milestones aligned to business needs.