Life Insurance Internal Wholesaler - Growth & Partnerships

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

Job summary

MassMutual Strategic Distributors seeks a self-starting Life Internal Wholesaler for its Internal Sales Desk in Springfield, MA. You will consult with broker dealers and advisors on product design, illustrations, and sales concepts to drive growth.

You will build relationships with distributors, provide materials, respond to inquiries, and collaborate with teams to ensure smooth processing. A Bachelor's degree or strong experience in financial services and FINRA licenses are required.

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.
• 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.
• Ideally able to accommodate a work shift of 10am - 7pm.
• 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.

Responsibilities

• Consult with clients on pre- and post-sale technical product support.
• Respond to inquiries from distribution partners on products, sales designs/concepts, and product positioning.
• Provide sales and marketing materials and specific sales illustration support as needed.
• Build knowledge of life insurance products, riders, concepts and industry trends.
• Develop and maintain relationships with key distributors to help meet sales goals.
• Collaborate with internal departments to ensure proper processing of business.

Skills

Communication skills

Time management

Prioritization

Managing relationships

Sales experience

Education

Bachelor's degree

High School Diploma + 4+ years

Tools

Salesforce

Microsoft Office

POS systems

IMO systems

Job description

MassMutual Strategic Distributors seeks a self-starting Life Internal Wholesaler for its Internal Sales Desk in Springfield, MA. You will consult with broker dealers and advisors on product design, illustrations, and sales concepts to drive growth.

You will build relationships with distributors, provide materials, respond to inquiries, and collaborate with teams to ensure smooth processing. A Bachelor's degree or strong experience in financial services and FINRA licenses are required.