Opportunity
We have had great success in recent years distributing our individual annuity products through MassMutual Financial Advisors (MMFA). We're looking for a dynamic wholesaler to drive the sales of MassMutual’s individual annuity solutions within MassMutual Financial Advisors.
Job Title
Annuity Regional Director
You’ll build and grow relationships with our field partners to support MassMutual advisors, General Agents and MMFA Brokerage. You’ll provide deep expertise in individual annuity solutions as they address the needs of their clients in their assigned agencies. You’ll be paired with an internal wholesaler who will partner with you to help drive individual annuity sales.
Team
We partner with advisors, to deliver exceptional financial solutions to their clients. We provide unparalleled expertise, guidance, advice and solutions to MMFA firms, their advisors, management teams, brokerage directors and broker partners, in planning for their clients’ financial future. We empower our advisors to grow and diversify their practices by collaborating with credentialed and experienced experts that address broad financial solutions.
Impact
- Provide advisors with tailored solutions to integrate MassMutual’s annuity portfolio into client solutions.
- Provide and communicate specific examples to highlight the various annuity products and their features.
- Ability to deliver content in both individual and group settings.
- Maintain proactive sales relationships with financial professionals of respective territory and/or assigned accounts through ongoing financial professional profiling, constant relationship building, and refining and refreshing financial professional base.
- Execute on specific activity expectations to maximize opportunities to grow sales through financial professional relationships.
- Provide sales management with weekly updates on activity within the assigned territory.
- Monitor territory activities to assure they are meeting the overall company objectives.
- Fully able to provide support virtually and in-person as required.
- Effectively manage travel and expense budget.
Minimum Qualifications
- High school diploma or GED.
- 5+ years of experience in annuity wholesale distribution.
- FINRA Series 6 at time of application.
- FINRA Series 63 at time of application or must obtain within 6 months of hire.
- State Life and Health license at time of application.
- Ability to travel 25-50%.
- Must reside within designated territory of New England.
Preferred Qualifications
- Bachelor's Degree.
- Industry Designations – CLU, ChFC, and/or CFP.
- 2+ years of experience in an external wholesaling position.
- Proven track record of success with career and brokers and in achieving territory sales objectives.
- Demonstrated sales and presentation skills including strong negotiation skills.
- Success in building and maintaining strong relationships with centers of influence.
- Excellent knowledge of current annuity products and industry.
- Superior verbal and written communication skills.
- Strong interpersonal, team-oriented, organizational skills.
- Proven track record of developing sales results in assigned territory.
Compensation
$62K-$70K base range plus sales-based incentive opportunity resulting in a total target compensation package of $185 - $256K.
What to Expect as Part of MassMutual and the Team
- Regular meetings with the MMFA National Sales Annuity Team and the broader MMFA Advice and Client Solutions organization.
- Focused one-on-one meetings with your manager.
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, 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.
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.
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