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MassMutual

COLI Sales Consultant

RemoteUnited States only
Published
Role
Sales
Experience
Senior
Employment
Full-time
Company size
Enterprise
$98.9k–$127.9k/yr
Check eligibility

Open to US only. Set where you work from to check your eligibility.

No BS summary

Remote US-based COLI/ICOLI sales consultant for institutional life insurance. Requires 7+ years in Executive Benefits/COLI, FINRA Series 6 or 7 (or obtain within 90 days), and ability to travel ~50%. Sales-focused role with case design, underwriting coordination and distributor relationship management.

Core skills

COLI / ICOLI sales

Required skills

COLIICOLIRegistered VULPrivate Placement VULsales pipeline managementcase designunderwriting coordinationproposal developmentlife insurance illustration tools

Optional skills

CLUChFCFLMIlife and health insurance licensesRVULPPVULnon-qualified benefit plan funding familiarity

What you'll do

  • Building strong relationships with brokers, consultants, producers, and broker dealers to position MassMutual’s COLI and ICOLI solutions
  • Providing consultative guidance on product design, underwriting considerations, reinsurance parameters, and regulatory requirements
  • Advancing opportunities through the full sales lifecycle including case design, proposal development, underwriting coordination, application support, and implementation
  • Maintaining a strong and actionable sales pipeline while contributing to growth and profitability
  • Collaborating across underwriting, legal, actuarial, product, and operations to deliver a seamless experience
  • Representing MassMutual in meetings, presentations, and industry forums and sharing market insight
  • Serving as a trusted resource on institutional life insurance market dynamics and complex case consultation

What they require

  • Bachelor’s Degree
  • FINRA Series 6 or 7 License at time of application, or within 90 days of hire
  • 7+ years of experience in Executive Benefits and/or COLI market
  • Ability to travel as needed, up to approximately 50%
  • Preferred: 10+ years of experience supporting or driving sales in the COLI/ICOLI markets
  • Preferred: Life and health insurance licenses and/or industry designations such as CLU, ChFC, or FLMI
  • Preferred: Demonstrated expertise in institutional life insurance products, market dynamics, financial performance metrics, and case design
  • Preferred: Experience using life insurance illustration tools to develop proposals
  • Preferred: Strong relationship management experience with brokers, producers, consultants, distribution firms
  • Preferred: Strong analytical, quantitative, problem-solving, and critical thinking skills
  • Preferred: Experience with RVUL, PPVUL for COLI or ICOLI, or other institutionally priced life insurance solutions
  • Preferred: Familiarity with non-qualified benefit plan funding applications and institutional investment structures
  • Preferred: Strong public speaking, presentation, and communication skills
  • Preferred: Experience partnering with product development or strategy teams

Benefits

  • Access to learning, development, and internal networks
  • Employee-led communities and forums
  • Competitive salaries, along with incentive and bonus opportunities
  • Total Rewards information available (company-wide benefits)
  • Inclusive, diverse culture and accommodation for application process

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

🇺🇸 United StatesFinancial ServicesEnterprise
$98.9k–$127.9k/yr