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MassMutual · 2 weeks ago

External Wholesaler, MMSD Annuity Distribution - Southern California

Los Angeles, CA

Full-time

Hybrid

Mid, Senior Level

$65K/yr - $100K/yr

3+ years exp

MassMutual is seeking to grow their team with an External Wholesaler for Annuity Distribution in Southern California. The role involves building and maintaining relationships with financial professionals, executing territory sales goals, and educating communities about financial wellness.

FinanceFinancial ServicesInsuranceLife InsuranceRetirement

H1B Sponsor Likely

Responsibilities

Proactively develop, maintain, and grow annuity sales relationships with financial professionals of the Territory through ongoing financial professional profiling, continual relationship-building, and refining and refreshing financial professional base. This is done via in-person and virtual meetings, while documenting activities in Salesforce

Execute on specific territory sales goals, activity expectations, and territory management with banks, credit unions, wirehouse, national/regional broker dealers, and independent broker dealers to maximize opportunities

Develop and execute a strategic territory business plan, coordinate linkage between segmentation strategy and zones/rotation execution to drive top line revenue and sales results. Complete minimum of 20 in-person meetings per week

Deep understanding and knowledge of annuity products, positioning, associated riders, and sales concepts while gaining industry knowledge and insights on market trends, demonstrate understanding of the annuity industry and competitive landscape. Subject Matter Expert for MMSD Annuity products and positioning, be viewed as a resource for financial professionals for competitive situations

Understand the selling process, including questioning techniques to discover and confirm client needs, strong listening skills, acknowledging of client questions, concerns, and overcoming objections. Demonstrate proficiency of sales presentations skills, both virtual and in person, demonstrate advanced presentation skills for variety size of audience, ability to present with a high degree of audience participation and buy-in. Possess experience with a variety of presentation medium (Zoom, PowerPoint, etc.)

Communicate confidently with your customer base to drive sales in partnership with your territory’s internal wholesaler, speak & present ideas effectively, communicating in person, virtually, in writing, phone, e-mail, and other methods, possess effective conflict resolution

Optimize time management by prioritizing high-value tasks, streamlining communications with financial professionals and team members, while managing utilization and allocation of resources appropriately and efficiently

Be trustworthy, adhere to high ethical standards, adhere to the letter and spirit of applicable laws, rules, regulations, and company policies. Ability to be seen as trusted and valued business partner. Lead by example and inspire trust

Effectively partner with internal wholesaler, new business, key account manager team, and relationship management team on escalations/prioritizations in territory to achieve goals

Travel- up to 90% Travel required, manage travel & expense budget, maximization of budget resources

Other duties as assigned

Qualification

Annuity sales experienceSalesforce proficiencyState LifeHealth LicenseFINRA Series 6Public speaking skillsTime managementRelationship buildingCustomer service skillsCommunication skillsAttention to detailPresentation skills

Required

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

Reside within the territory CA

Preferred

Bachelor's degree

Experience in all channels of annuity distribution, especially variable annuity distribution

5+ years of experience in annuity wholesale distribution

2+ years of experience in an external wholesaling position

Possess excellent oral and written communication skills, interpersonal and customer service skills

Possess excellent public speaking skills and presentation skills to groups of varying sizes in person and virtually

Strong relationship building skills & sense of time management

Must be detailed-oriented and well-organized self-starter with high energy and creativity

Proven ability to multitask and attention to detail

Benefits

Regular meetings with the MMSD Annuity Distribution Team

Focused one-on-one meetings with National Sales Manager

Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, 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.

Company

MassMutual

Glassdoor3.9

MassMutual is a mutual life insurance company that provides investment management and trust services.

Founded in 1851

Springfield, Massachusetts, USA

5001-10000 employees

https://www.massmutual.com/

H1B Sponsorship

MassMutual has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (96)

2024 (94)

2023 (66)

2022 (115)

2021 (121)

2020 (73)