Sales Support Specialist, Annuity

MassMutual; Boston (MA); On-site; USD 55,000 - 70,000; Full time

Job summary

MassMutual is seeking a Sales Support Specialist for the Annuity Internal Sales Desk in Boston. You will provide telephonic sales support to Financial Professionals, answer product questions, fulfill marketing collateral requests, and help drive awareness of MassMutual annuity products.

This developmental, up-to-18-month role offers coaching, structured development, and a path toward an Internal Wholesaler position, with performance milestones aligned to business needs.

Qualifications

• High school diploma or equivalent.
• 6+ months of customer service, sales, leadership, or relationship-building experience.
• 1+ year experience with Microsoft Office (Outlook/Excel/PowerPoint).
• FINRA SIE & Series 6 at time of application or must obtain within 6 months of hire.
• State Securities License Series 63 at time of application or must obtain within 6 months of hire.
• State Life & Health License at time of application or must obtain within 6 months of hire.

Responsibilities

• Develop foundational sales, relationship management, and consultative communication skills through ongoing training, coaching, and real-time application.
• Support an inbound telephone queue with product and rate questions, marketing collateral, application kits, and illustrations.
• Route calls to appropriate departments, including forwarding leads to Internal Wholesalers.
• Document all activity in the CRM system (Salesforce).
• Run product illustrations with 100% accuracy and meet turnaround times.
• Complete fulfillment requests for marketing material.
• Build and maintain strong product knowledge including related economic, industry and competitor information.
• Other duties as assigned.

Skills

Customer service

Sales

Relationship-building

Microsoft Office

Education

High School Diploma

FINRA SIE & Series 6 within 6 months

State Securities License Series 63 within 6 months

State Life & Health License within 6 months

Bachelor’s Degree (preferred)

Tools

Salesforce CRM

Microsoft Office

Job description

Sales Support Specialist

MMSD Annuity Internal Sales Desk

Full-time, Boston, MA

The Opportunity

MassMutual Strategic Distributors (MMSD) is looking for a Sales Support Specialist to join our Annuity Internal Sales Desk. The Sales Support Specialist will be introduced to the financial services industry, with specific attention to relationship management, growing sales and annuity product knowledge. You will have a strong desire to learn, practice and apply new skills through partnering with talented, experienced sales professionals. You’ll join a team that has a mission to broaden financial wellness and education to communities throughout the country.

This position is designed as a developmental, time-bound role with an expected duration of up to 18 months. During this period, you will build the foundational knowledge, skills, and experiences needed to prepare for future opportunities within the organization. The intended career path for this role is progression into an Internal Wholesaler position, with structured development, coaching, and performance expectations aligned to that goal. Advancement into an Internal Wholesaler role is not guaranteedand will depend on individual performance, demonstrated readiness, and alignment with business needs at the time of transition.

The Team

The team is agile, collaborative and inclusive as they support our diverse distribution partners and advisors. As we continue to grow this team, we have a focused lens on diversity and inclusion. We believe diversity includes the broadest possible range of cultures, backgrounds, experiences and perspectives, while inclusion means creating an environment where all people and ideas are valued. Our goal is to welcome everyone and for all of our employees to feel comfortable bringing their true self to work each and every day.

The Impact

The Internal Sales Desk at MMSD works with distributors in the third-party/independent/national broker-dealer/bank market to sell our fixed and variable annuity products through financial professionals.

In this role you will provide telephonic sales support to Financial Professionals regarding MassMutual annuity products, using a variety of tools, including product illustration software and internal sites. You will communicate with Internal and External Wholesaler colleagues to stay apprised of market trends and industry knowledge. You are proactive in your approach to problem solving and timely in your responses to inquiries.

Key responsibilities include but are not limited to:

• Develop foundational sales, relationship management, and consultative communication skills through ongoing training, coaching, and real-time application
• Support an inbound telephone queue where you will answer product and rate questions, fulfill requests for marketing collateral, application kits, and illustrations
• Route calls to appropriate departments, including forwarding leads to Internal Wholesalers
• Document all activity in the CRM system (Salesforce)
• Run product illustrations, meeting or exceeding established turnaround times on all requests, with 100% accuracy
• Complete fulfillment requests for marketing material
• Build and maintain strong product knowledge including any related economic, industry and competitor information
• Other duties as assigned

Minimum Qualifications

• High School Diploma or equivalent
• 6+ months of customer service, sales, leadership, or relationship-building experience gained through employment, internships, athletics, academic programs, student organizations or volunteer activities
• 1+ year experience with Microsoft Office (Outlook/Excel/PowerPoint)
• FINRA SIE & Series 6 at time of application or must obtain within 6 months of hire
• State Securities License Series 63 at time of application or must obtain within 6 months of hire
• State Life & Health License at time of application or must obtain within 6 months of hire
• Must be able to accommodate a start date of June 7, 2027

Ideal Qualifications

• Bachelor’s Degree
• Prior third party annuity distribution experience
• 1+ year of work experience in customer service or sales
• 1+ year experience in the financial services/insurance industry
• 1+ years of sales support or direct selling experience (with quotas)
• CRM (Salesforce) and customer relationship management experience
• Interest in learning the financial services industry, especially annuity products
• Proven communication skills (both written and verbal)

What You Can Expect at MassMutual

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.

California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.