Internal Wholesaler

MassMutual; McKnight and Bay (MA); On-site; USD 50,000 - 55,000; Full time

Benefits offered by this job

Networking opportunities

Access to learning platforms

Strong ethical business environment

Job summary

A leading financial services firm is seeking an Internal Wholesaler to join their MMFA National Sales team in Massachusetts. This position focuses on product expertise and collaboration with Regional Directors and Firm Specialists to enhance sales opportunities. The ideal candidate should have a Bachelor's Degree or equivalent experience in financial services, along with customer service and sales experience. Competitive compensation includes a base salary of $50K-$55K plus incentives, totaling up to $75K.

Qualifications

• Bachelor's Degree OR High School Diploma and 2+ years of financial services experience.
• 1+ year 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.

Responsibilities

• Partner with Regional Director and Firm Product Specialists to increase product knowledge and sales growth.
• Be the key point of contact for Firm Product Specialists and support advisors.
• Facilitate study groups and educational meetings as needed.
• Utilize and educate on sales tools effectively.
• Assist in achieving sales goals and cross-train on all product lines.

Skills

Customer service skills

Sales experience

Insurance product knowledge

Ability to influence

Team player

Education

Bachelor's Degree

High School Diploma with 2+ years of financial services experience

Job description

The Opportunity

We're looking to hire an Internal Wholesaler to join our MMFA National Sales team. In this position, you will be a product expert focusing on product ideas and concepts while partnering with your Regional Director and Firm Specialists to design programs to support product knowledge, sales opportunities, and growth in your region. Additionally, you'll be charged with sharing best practices and key tools to uncover opportunities, grow your book of business, and support balanced practices.

The Team

We partner with our Firm Product Specialists to provide unparalleled expertise, guidance, advice and solutions to MMFA firms, their advisors and brokerage partners, in planning for their clients’ financial future. We empower our advisors to grow balanced practices by collaborating with credentialed and experienced experts that address broad financial solutions.

The Impact

• Proactively partner with your Regional Director and Firm Product Specialists to increase product knowledge and sales growth in your region. Develop and execute customized firm plans to support this strategy.
• Be the key point of contact to your Firm Product Specialists. Available to support advisors within your regions. Providing timely, accurate and professional sales support including product information, sales concepts, practice management and other resources.
• As part of your practice management role, you may be asked to facilitate study groups, educational meetings and/or present at product focused events.
• Proficient with and effectively utilize and educate on our suite of sales tools.
• Work as a contributing team member to assist in achieving the sales goals of Sales and Distribution and provide backup to the other members of the team when needed. Ability over time to cross-train on all product lines: Disability; 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
• 1+ year 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
• 1+ years of practice management experience
• 1+ year experience in the Financial Services/Insurance Industry where you can demonstrate a clear understanding of the marketplace that applies to the products being sold
• FINRA SIE and/or Series 6 and Series 63 at time of application
• In-depth Insurance Product Knowledge
• Ability to influence others
• Proven track record of working others, team player
• Ability to think creatively and outside of the box, focused on sales execution, utilizing products and solutions

Salary Range

• $50K-$55K 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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MassMutual is an equal employment opportunity employer. We welcome all persons to apply.

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