What are the responsibilities and job description for the Regional Annuity Sales Director position at MassMutual?
The 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.
As an Annuity Regional Director, you'll build and grow relationships with our field partners to support MassMutual advisors, General Agents and MMFA Brokerage. You'll support our advisors with 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.
The 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.
The Impact
As an Annuity Regional Director, your responsibilities will include but not be limited to the following:
What to Expect as Part of MassMutual and the Team
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.
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.
As an Annuity Regional Director, you'll build and grow relationships with our field partners to support MassMutual advisors, General Agents and MMFA Brokerage. You'll support our advisors with 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.
The 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.
The Impact
As an Annuity Regional Director, your responsibilities will include but not be limited to the following:
- 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
- Monitors 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
- 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
- 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
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
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.
Salary : $62,000 - $70,000