Internal Wholesaler - Life Insurance

About the role

MassMutual Strategic Distributors (MMSD) is looking for a self-starting, partnership-oriented Life Internal Wholesaler to join its Internal Sales Desk in Springfield, Massachusetts. The desk works with third-party, independent and brokerage general agent distributors to sell Whole Life, Variable Universal Life, Universal Life and Term products through financial advisors and independent agents. The role is full-time.

Key responsibilities

• Consult with clients (broker-dealers, captive agents and/or institutions) on pre- and post-sale technical product support
• Respond to inquiries from distribution partners and advisors on products, sales designs and concepts, and product positioning
• Communicate with the customer base and drive sales in partnership with the territory's Managing Director
• Provide sales and marketing materials and sales illustration support as needed
• Build knowledge of life insurance products, riders and concepts, and market trends, together with the Internal Wholesaling and Advances Sales team
• Respond to email inquiries from customers and partners
• Develop and maintain strong business relationships with key distributors to help meet sales goals
• Collaborate with internal departments to ensure proper processing of business

Required profile

• Bachelor's degree or high school diploma plus 4+ years of work experience in financial services
• 1+ year of experience with life insurance clients, broker-dealers, captive agents and/or institutions
• FINRA SIE, Series 6 and 63 at application or obtained within 6 months of hire; State Life & Health at application or within 6 months
• Ideal: 3+ years of sales or sales support experience with life insurance products, proven written and verbal communication, self-management skills, and ability to work shifts 10am-7pm

Required skills

• Working knowledge of Microsoft Office (Outlook, Excel, PowerPoint)
• Extensive knowledge of individual life insurance products (Whole Life, UL, VUL, Term)
• Experience with BGA's, POS's and IMO's
• Experience with Salesforce

What we offer

• Base salary of $60k-$65k plus sales-based compensation, with a target total compensation of $75-$95k
• Clear ownership and accountability, a collaborative environment and access to learning and development
• Employee-led communities and forums