Annuity Product Internal Specialist, MMFA National Sales - R

at MassMutual in Montpelier, Vermont, United States

Job Description

The Opportunity

We’re looking to hire an Annuity Product Internal Specialist to join our MMFA National Sales team. In this position, you’ll help design various annuity product ideas and concepts and successfully answer incoming advisor questions. Also, you’ll proactively start sales conversations within assigned territory to increase sales through partnership with your Senior Annuity Product Specialist, as well as conducting virtual meetings for advisors and agency annuity specialists on annuity sales ideas and concepts.

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 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:

+ Proactively partner with Senior Annuity Product Specialist partner and other business partners to develop/grow individual annuity sales and achieve assigned goals. Develop effective business sales plans and determine actions to deliver them.

+ Answer incoming Territory calls in a timely accurate manner providing professional sales oriented detailed information to caller (product information, illustrations, forms and marketing materials) for producers and back office support personnel.

+ Proficient with and effectively utilize illustration tools, SalesForce and other identified systems/tools.

+ Act as a liaison on behalf of Sales for the advisor and other sales entities that do business with us informing them of ongoing products and communications.

+ Work as a contributing team member to assist in achieving the sales goals of Sales and Distribution and provide backup to the other members of the team when needed. Cross-train on all product lines: Disability/Long Term Care Insurance; Life Insurance and Annuities and use that knowledge to identify cross-selling opportunities.

+ Work with supporting/processing areas/operations to address any issues that would impact the ability of a submitted case to be “reported” in a timely manner, respectful of procedures.

The Minimum Qualifications

+ Bachelor’s Degree or High School Diploma and 2+ years of equivalent work experience

+ 1+ year of customer service or sales experience

+ Must obtain Series 6 within 6 months hire

The Ideal Qualifications

+ 1+ years of sales support or direct selling experience (with quotas)

+ Series 6 at time of application

+ In-depth Annuity Product Knowledge

+ 1+ year experience in the Financial Services/ Insurance Industry where you can demonstrate a clear understanding of the marketplace that applies to the products being sold.

+ Competitive product knowledge

+ Ability to influence others

+ Proven track record of working others, team player

+ Focused on development, a quick learner in product space

+ Ability to think creatively and outside of the box, focused on sales execution, utilizing products and solutions


+ $45k-$50k base salary range, plus sales-based compensation (targeted at 25-30% of total wages)

What to Expect as Part of MassMutual and the Team

+ Regular meetings with the MMFA National Sales team

+ Focused one-on-one meetings with your manager

+ Access to mentorship opportunities

+ 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 Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.

If you need an accommodation to complete the application process, please contact us ( and share the specifics of the assistance you need.

At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance. (\_benefits.pdf)

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Job Posting: JC214166619

Posted On: May 21, 2022

Updated On: Feb 20, 2023

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