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MassMutual

External Wholesaler, Annuity Distribution

RemoteUnited States only
Published
Role
Sales
Experience
Senior
Employment
Full-time
Company size
Enterprise
$65k–$100k/yr
Check eligibility

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

No BS summary

Внешний аннуитетный веллер для Северной Калифорнии, Вашингтона, Орегона, Айдахо и Монтано. Требуется 3+ лет продаж аннуитетов/инвестиционных решений, наличие лицензий (State Life & Health, FINRA Series 6/7, Series 63) и готовность к ~90% разъездной работе. Фокус на продажах через банки, кредитные союзы, wirehouse и брокер-дилеров; ежедневные живые и виртуальные презентации.

Core skills

Annuity salesTerritory wholesaling

Required skills

Investment solutions salesSalesforceMicrosoft WordMicrosoft ExcelMicrosoft PowerPointPublic presentationsTerritory managementSales presentationsTravel (territory-focused)

Optional skills

Variable annuity distribution experienceAdvanced sales/Key account management experienceExperience with Zoom or other virtual presentation toolsBachelor’s degree (preferred)

What you'll do

  • Proactively develop, maintain, and grow annuity sales relationships with financial professionals in the Territory via in-person and virtual meetings, documenting activities in Salesforce.
  • Execute territory sales goals, activity expectations, and territory management with banks, credit unions, wirehouse, national/regional broker dealers, and independent broker dealers.
  • Develop and execute a strategic territory business plan and coordinate segmentation/zone execution to drive revenue.
  • Complete minimum of 20 in-person meetings per week.
  • Serve as Subject Matter Expert for MMSD Annuity products and positioning; be a resource for financial professionals in competitive situations.
  • Understand and apply selling techniques including questioning, listening, and overcoming objections.
  • Demonstrate advanced sales presentation skills both virtual and in-person across varied audience sizes.
  • Communicate confidently with customers and partner with internal wholesaler and other teams on escalations/prioritizations.
  • Optimize time management and resource allocation; manage travel & expense budget.
  • Adhere to high ethical standards and applicable laws, rules, regulations, and company policies.
  • Travel up to 90% within territory, typically involving regular driving within territory.

What they require

  • 3+ years of experience in annuity or investment solutions sales experience.
  • 2+ years of experience with Word, Excel, PowerPoint, and Salesforce as well as various internet search tools.
  • State Life and Health License.
  • FINRA Series Licenses 6 or 7 at time of application.
  • State Securities License Series 63 license at time of application.
  • High School Diploma.
  • Ability to travel upwards of 90% within territory typically using personal vehicle.
  • Reside in territory - Northern CA, Washington, Oregon, Idaho, Montana

Benefits

  • Access to learning, development, and internal networks
  • Employee-led communities and forums
  • Company offers industry leading pay and benefits
  • MassMutual Total Rewards (competitive salaries, incentive and bonus opportunities)

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
$65k–$100k/yr