Sales Consultant

🕒 March 18

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MassMutual

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1851

💸 Finance

💳 Fintech

Finance • Insurance • Fintech

MassMutual is a financial services company that specializes in providing a wide range of insurance, investment, and financial planning products. It offers life insurance, disability income insurance, long-term care insurance, and annuities to individuals. MassMutual also provides retirement planning, investment products such as mutual funds and brokerage services, as well as financial planning services including retirement calculators and college savings plans. The company serves individuals, businesses, and financial professionals, emphasizing financial wellness and protection. MassMutual is committed to sustainability, diversity, and community impact, and prides itself on corporate governance and financial strength.

📋 Description

• As an Advanced Sales Consultant, you will work with home office associates and with our field force, which consists of advisors and brokers, designing ideas to help facilitate the sale of MassMutual products and enhance the value of it’s field force to their clients by assisting in advanced concept sales and providing general legal and tax information. • Provides fast and superior support on technical legal and tax issues. • Discusses specific case designs with advisors and brokers. • Creates and delivers presentations on sales concepts and tax issues. • Responsible for premium financing case approvals, credit union case review, life in a qualified plan, and many more concepts. • Analyze/comment/provide options on personal, estate and business plans. • Drafts marketing materials including PowerPoints. • Assists other areas within MassMutual with technical and legal issues.

🎯 Requirements

• JD required • 5+ years in an advanced market’s role or practicing attorney with estate, business or tax background • Series 6 or 7 at time of application or ability to obtain within 6 months of hire • 2+ years of experience interacting with clients both on calls and emails • Travel required - possibly up to 5 – 10% nationwide • CLU/ChFC LL.M • Excellent writing and presentation skills • Experience working in or with a large financial company • Working knowledge of life insurance, annuities, and investments • Ability to work independently on projects • Collaboration with both work teams and multiple home office partners along with our advisors in the field • Experience with premium financing, nonqualified fringe benefit planning, business continuation planning, qualified plans, complex trusts, financial planning and charitable planning. • Ability to speak Mandarin and/or Spanish.

🏖️ Benefits

• Regular meetings with the various product line and investment managers as well as legal and compliance. • Focused one-on-one meetings with your 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.