Sales Support Specialist- Life & DI

MassMutual; Springfield (MA); On-site; USD 42,000 - 64,000; Full time

Job summary

MassMutual is seeking a Sales Support Specialist for the MMSD Internal Sales Desk—Life & DI. This full-time Springfield, MA role provides telephonic sales support to Financial Professionals, using illustration tools and internal sites.

The position is designed as an 18-month developmental role with structured coaching and a path toward Internal Wholesaler opportunities, contingent on performance and 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.
• FINRA Series 6 at time of application or within 6 months of hire.
• State Securities License Series 63 at time of application or within 6 months of hire.
• State Life & Health License at time of application or within 6 months of hire.

Responsibilities

• Develop foundational sales, relationship management, and consultative communication skills through training and real-time application.
• Support an inbound telephone queue answering product and rate questions and fulfilling 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 and meet turnaround times with accuracy.
• Complete fulfillment requests for marketing material.
• Build and maintain product knowledge including related economic, industry, and competitor information.

Skills

Customer service

Sales support

Communication skills

Microsoft Office

CRM (SalesForce)

Education

High School Diploma or equivalent

Bachelor’s Degree

Tools

Product illustration software

SalesForce CRM

Job description

Sales Support Specialist

MMSD Internal Sales Desk- Life & DI

Full-time, Springfield, MA

The Opportunity

In this role you will provide telephonic sales support to Financial Professionals regarding MassMutual life, DI 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.

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 guaranteed and will depend on individual performance, demonstrated readiness, and alignment with business needs at the time of transition.

The Team

The Internal Sales Desk at MMSD works with distributors in the third-party/independent/national broker-dealer/bank market/BGAs/IMOs to sell Life, DI products through financial professionals.

The Impact

• 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

The 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
• FINRA Series 6 at time of application or must obtain within 6 months of hire.
• State Securities License Series 63 license 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.

The Preferred Qualifications

• Bachelor’s Degree
• Prior third party life, DI distribution experience
• At least 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 life, DI products
• Proven communication skills (both written and verbal)

What You Can Expect at MassMutual

• 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.

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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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