Internal Wholesaler

MassMutual; Boston (MA); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Collaborative work environment

Access to learning and development opportunities

Employee-led communities

Job summary

MassMutual is seeking an Annuity Internal Wholesaler to drive sales of annuity products and build relationships with distributors based in Boston, MA. Ideal candidates have a Bachelor’s degree and at least two years of relevant experience.

This role offers a salary range of $70-80k, with total target compensation up to $100k. Strong sales support experience and excellent communication skills are required. Join a purpose-driven team in a collaborative environment.

Qualifications

• Bachelor's Degree or 4+ years in insurance or financial services.
• 2+ years with annuity or investment solutions.
• FINRA Series 6 and State Securities License Series 63 required.
• State Life & Health License required.

Responsibilities

• Partner with External Wholesaler to drive sales.
• Provide pre-and post-sale consultation.
• Deliver sales and marketing materials.
• Manage relationships with key distributors.
• Utilize Salesforce for activity documentation.

Skills

Sales support experience with annuity products

Excellent oral and written communication skills

Experience with financial institutions

Self-management skills

Education

Bachelor’s Degree or 4+ years work experience in the insurance or financial services industry

Tools

Salesforce

Job description

The Opportunity

We’re planning ahead to support continued growth, and our clients deserve the best. We are proactively building relationships with experienced Internal Annuity Wholesalers in anticipation of future hiring needs within our Annuity Distribution organization. While there may not be an immediate opening, we are actively looking to connect with strong talent who would be interested in joining MassMutual as opportunities arise!

The Team

We have assembled a team of industry leading professionals making up our internal sales, key account management, advanced sales, and sales enablement & marketing teams. The team has a track record of focusing on the customer, collaboration and achieving sales results. The team is entrepreneurial in spirit and doesn’t back away from a challenge. The team has built a great sense of community and desire to execute since the MMSD division was established in 2021.

The Impact

Annuity Internal Wholesalers support an assigned territory and partner closely with External Wholesalers to drive sales of MassMutual’s annuity products to third‑party distributors. You’ll build and deepen relationships across channels including Banks, Credit Unions, Wirehouses, National and Regional Broker Dealers, and Independent Broker Dealers. Success in this role is measured by territory production, penetration rates, and the diversity of annuity solutions delivered to meet client needs.

Responsibilities

• Partner with the territory External Wholesaler to drive sales activity and client engagement
• Provide pre‑and post‑sale consultation to distribution partners
• Deliver sales and marketing materials, including case‑specific and customized sales illustration support, as needed
• Collaborate closely with External Wholesaler and Advanced Sales teams to build knowledge of life insurance products, concepts, and competitive positioning
• Support territory execution by managing assigned activities and follow‑ups to help drive distributor engagement and sales outcomes
• Build and maintain strong working relationships with key distributors and internal partners to support effective sales execution
• Stay informed on product updates, market trends, and industry insights to effectively support advisors and distribution partners
• Utilize Salesforce and other sales tools to document activity, manage relationships, and support pipeline visibility
• Collaborate with internal teams to ensure accurate and timely processing of business and follow‑through on client needs

Minimum Qualifications

• Bachelor’s Degree or 4+ years work experience in the insurance or financial services industry
• 2+ years’ working experience; inclusive of at least 1+ years’ experience with annuity or investment solutions in the insurance/financial services industry and/or within financial institutions (banks, credit unions, wires, broker dealers)
• FINRA Series 6 at time of application or must obtain within 180 days of hire
• State Securities License Series 63 at time of application or must obtain within 180 days of hire
• State Life & Health License at time of application or must obtain within 180 days of hire

Ideal Qualifications

• 3+ years’ experience of sales or sales support experience with annuity products
• FINRA Series 6 at time of application
• State Securities License Series 63 at time of application
• State Life & Health at time of application
• Possess excellent oral and written communication skills, interpersonal and customer service skills
• Possess excellent speaking skills and presentation skills to groups of varying sizes in virtual forum
• Well‑established self‑management skills, e.g. territory management, time management, prioritization, managing internal & external relationships
• Extensive knowledge about annuity products (fixed, income, variable annuities), practices, trends and information affecting the business and organization
• Experience working with financial institutions (banks, credit unions, wirehouse, national/regional broker dealers, and independent broker‑dealers)

Compensation

$70 - 80k base salary range, plus sales‑based incentive opportunity resulting in total target compensation package of $80-100k.

What to Expect as Part of MassMutual and the Team

MassMutual offers the opportunity to do meaningful work within a purpose‑driven organization that values long‑term impact over short‑term outcomes. In this role, you can expect:

• Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes
• A collaborative environment where perspectives are welcomed
• Access to learning, development, and internal networks that support continuous growth and skill‑building over time
• Employee‑led communities and forums that foster connection, learning, and inclusion across the organization
• A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future‑focused mindset

MassMutual is an equal employment opportunity employer. We welcome all persons to apply.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

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