Head of Advanced Sales Consulting- REMOTE

MassMutual; Cincinnati (OH); Remote; USD 150,000 - 200,000; Full time

Job summary

A leading annuities provider is seeking a Head of Advanced Sales Consulting to work remotely. This role involves supporting sales through technical, legal, and tax consultations, while developing strategies and presentations. The ideal candidate holds a Juris Doctor (JD) and has experience in the financial services sector. The company values collaboration and provides development opportunities.

Benefits

Flexible work schedules

Ongoing development and learning opportunities

Collaborative culture

Qualifications

• Minimum five years’ experience in an advanced market role in the annuity space or practicing attorney.
• Series 6 or 7 certification.
• Ability to travel up to 40%.

Responsibilities

• Provide support on technical, legal, and tax issues.
• Develop presentations and marketing materials.
• Communicate concepts to wholesalers and representatives.
• Generate case illustrations for sales support.
• Manage a business plan to enhance annuity sales.

Skills

Strong communication and presentation skills

Technical and legal issue support

Strategy development

Client engagement and consultation

Education

Juris Doctor (JD)

Job description

Head of Advanced Sales Consulting- REMOTE page is loaded

Head of Advanced Sales Consulting- REMOTE

Apply remote type Full-time Remote locations Cincinnati, OH Atlanta, GA Little Rock, AR Sacramento, CA Indianapolis, IN time type Full time posted on Posted 30+ Days Ago job requisition id R18576

Description

As a leading provider of annuities, MassMutual Ascend is committed to taking financial futures above and beyond. This means offering innovative products that fit our customers’ unique needs – whether it’s protecting their hard-earned savings, receiving guaranteed income or providing for loved ones. MassMutual Ascend is proud to offer customers a level of strength and stability they can count on for years to come.

The Opportunity

As an Advanced Sales Consultant specializing in annuities, you will work closely with our sales team, their advisors, and brokers, communicating, identifying, and helping to close sales opportunities. You will help design ideas to facilitate the sale of MassMutual Ascend’s annuity products and enhance their value by providing general legal and tax information. Join a growing sales team that values collaboration and creative thinking!

Job Responsibilities

• Provides fast and superior support on technical, legal, and tax issues.
• Develop Advanced Strategies presentations and marketing materials.
• Leads Advanced Strategies presentations on advanced sales concepts and tax issues.
• Communicates Advanced Strategies concepts to wholesalers and representatives via phone and in-person meetings.
• Generates specific case illustrations for wholesalers and representatives in their territory.
• Develops and manages a business plan to enhance annuity sales in the assigned territory.
• Responds to, follows up on, and makes outbound calls to support annuity sales.
• Discusses specific case designs with advisors and brokers.
• Analyzes and comments on personal, estate and business plans.
• Assists other areas within MassMutual Ascend with technical and legal issues.
• Drafts summaries, articles, and presentations that address product, industry, and regulatory issues.
• Conducts research and stays abreast of industry and regulatory changes to support consulting activities and the development of marketing materials.
• Conducts continuing education programs.
• Provides training for Sales Desk employees, external wholesalers and other associates.

Minimum Qualifications

• Juris Doctor (JD)
• Minimum five years’ experience in an advanced market role, in the annuity space, or practicing attorney (ideally estate, business, or tax background).
• Series 6 or 7
• Strong communication and presentation skills
• Ability to travel up to 40%

Ideal Qualifications

• CLU/ChFC
• CFP

What to Expect

• Focused one-on-one meetings with your manager
• Ongoing opportunities for development and learning
• Working in a fast-paced environment with available flexible work schedules
• A place to grow your career in a culture that inspires, rewards and develops employees
• Small company feel with a focus on meeting customers’ needs today and also well into the future

For Colorado applicants: This is a sales position with a median base pay of $160k.

Why Join Us.

At MassMutual Ascend, our collaborative culture is key to our success. It’s the reason we’re a leading provider of annuities today, and it’s the reason we’ll continue rising to the top tomorrow. A career at MassMutual Ascend means you’ll contribute to our mission of taking financial futures above and beyond – and you’ll be inspired to reach your own goals, too. As a wholly owned subsidiary of MassMutual, MassMutual Ascend continues to be an employer of choice in the Cincinnati, Ohio community.

MassMutual Ascend Life Insurance Company is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.

At MassMutual Ascend we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance. .

About Us

MassMutual Ascend Life Insurance Company has a strong history, competitive market position and a sharp focus on service for both clients and distributors. We are a respected leader in the annuity market, particularly with fixed annuities and fixed indexed annuities sold through third party distribution. As a wholly owned subsidiary of MassMutual, MassMutual Ascend Life Insurance Company continues to be an employer of choice in the Cincinnati, Ohio community.