Internal Wholesaler

MassMutual; Springfield (MA); On-site; USD 60,000 - 65,000; Full time

Benefits offered by this job

Networking opportunities

Access to learning content on Degreed

Strong ethical company culture

Job summary

MassMutual is seeking a Life Internal Wholesaler for its Internal Sales Desk in Springfield, MA. The ideal candidate will enhance financial wellness in communities and effectively communicate with clients regarding life insurance products.

This role involves collaborating with broker dealers and agents while fulfilling sales goals with a targeted compensation package between $75K-$95K. Candidates should have a Bachelor’s degree and sales experience in the life insurance sector.

Qualifications

• 1+ years' experience with life insurance clients or broker dealers.
• Must obtain FINRA SIE, Series 6 & 63 within 6 months of hire.
• Must obtain State Life & Health within 6 months of hire.

Responsibilities

• Consult with clients on product support.
• Respond to inquiries from distribution partners.
• Build knowledge of life insurance products.

Skills

Communication skills

Self-management skills

Microsoft Office proficiency

Knowledge of life insurance products

Sales experience

Education

Bachelor's degree or High School Diploma + 4 years' experience in financial services

Tools

Salesforce

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

Opportunity

MassMutual Strategic Distributors (MMSD) is looking for a self‑starting and partnership‑oriented Life Internal Wholesaler to join our Internal Sales Desk. You will have a strong desire to broaden financial wellness and education to communities throughout the country.

Team

The Internal Sales Desk at MassMutual Strategic Distributors works with distributors in the third‑party/independent/brokerage general agent space to sell our Whole Life and Variable Universal Life, Universal Life, Term products through financial advisors and independent agents.

Impact

In this role, you consult with our clients (broker dealers, captive agents and/or institutions) on pre‑ and post‑sale technical product support. You respond to inquiries from our distribution partners and advisors on products, sales designs/concepts, and product positioning. You communicate confidently with your customer base and drive sales in partnership with your territory’s Managing Director. You provide sales and marketing materials and specific sales illustration support as needed. In partnership with your Internal Wholesaling and Advances Sales team, you build your knowledge of life insurance products, riders, concepts while gaining industry knowledge and insights on market trends. Respond to email inquiries from customers and partners. You develop and maintain strong business relationships with key distributors to help meet sales goals and collaborate with various internal departments to insure proper processing of business.

Minimum Qualifications

• Bachelor’s degree or High School Diploma + 4+ years’ work experience in financial services
• 1+ years' working experience with life insurance clients, broker dealers, captive agents and/or institutions
• FINRA SIE, Series 6 & 63 at time of application or must obtain within 6 months of hire
• State Life & Health at time of application or must obtain within 6 months of hire
• Work shift 10AM-7PM EST

Ideal Qualifications

• Bachelor's degree
• 3+ years’ experience of sales or sales support experience with life insurance products
• FINRA SIE, Series 6 and 63 at time of application
• State Life & Health at time of application
• Proven communication skills (both written and verbal)
• Well‑established self‑management skills, e.g., time management, prioritization, managing internal and external relationships
• Working knowledge of Microsoft Office (especially Outlook, Excel & PowerPoint)
• Extensive knowledge about individual life insurance products (i.e. Whole Life, UL, VUL and Term), practices, trends and information affecting the business and organization
• Experience working with BGA's, POS's and IMO's
• Experience with Salesforce

What to Expect as Part of MassMutual and the Team

• Regular meetings with the MMSD Advanced & Internal Sales Team
• Focused one‑on‑one meetings with your manager
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, 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

Compensation

$60k-$65k base salary range, plus sales‑based compensation resulting in a total target compensation package of $75-$95K

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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