Internal Wholesaler

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Job description

The Opportunity

As an Internal Wholesaler supporting Worksite Voluntary Benefits, you are responsible for making and taking daily calls to your territory with the goal of exceeding sales through partnership with your external wholesaler.

The Impact

The Internal Wholesaler will provide pre -sale technical product support to clients (e.g. Broker dealers, captive agents, back office support, and/or institutions) including information on product benefits, historical and current performance results, and procedural processes.

Key Responsibilities Include:

• Provide sales marketing materials and specific sales illustrations as requested as an effort to support their territory and drive sales.

• Analyze competitor data and provide clients with competition and positioning support.

• Provide training on product features in an effort to develop and grow sales in conjunction with their External Wholesaler partner and outlined in the business plans.

• Proactively partner with External Wholesalers to develop/grow Worksite sales. Develop effective business sales plans and determines action to deliver them.

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

• Act as a liaison on behalf of Sales for the producer 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.

• Work with supporting/processing areas/operations to address any issues that would impact the ability of a submitted quote/proposal in a timely manner, respectful of procedures.

• Assist with designing sales "point of sale" presentations

• Become proficient with and effectively utilize Salesforce and other identified systems/tools.

The Minimum Qualifications

• HS Diploma or equivalent

• 3+ years experience in the financial services or insurance industry

• 6+ months experience with life and health insurance products

• 1+ year experience with Microsoft products; specifically Excel

The Ideal Qualifications

• Bachelor's Degree

• 2+ Years experience with supplemental health products, including group critical illness and accident plans

• 3+ years' sales or sales support experience in the financial services or insurance industry

• 2+ years' experience with group and worksite insurance products, practices, trends and information affecting the business and organization

• Presentation skills - effectively conveys information in a clear and professional manner to internal and/or external individuals/groups

• Ability to effectively communicate and negotiate with others to reach mutually beneficial solutions with both internal and external individual/groups; settles differences equitability

• Experience working with Benefits Brokers/Consultants

• Experience with Salesforce

• Ability to work a flexible schedule to potentially support the west coast

Salary Range

• 65k - 70K base range plus sales-based incentive opportunity resulting in a total target compensation package of 92-97K

What to Expect as Part of MassMutual and the Team

• Regular meetings with the Specialized Service 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.

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