Head of Advanced Sales Consulting- AVP

extra holidays
Work set-up: 
Full Remote
Contract: 
Experience: 
Senior (5-10 years)

Offer summary

Qualifications:

Juris Doctor (JD) required., Minimum five years of experience in an advanced market role or as a practicing attorney, preferably in estate, business, or tax law., Series 6 or 7 certification is necessary., Strong communication and presentation skills are essential. .

Key responsibilities:

  • Provide superior support on technical, legal, and tax issues related to annuities.
  • Develop and lead Advanced Strategies presentations and marketing materials.
  • Communicate advanced sales concepts to wholesalers and representatives through meetings and calls.
  • Analyze personal, estate, and business plans while assisting with technical and legal issues.

MassMutual Ascend logo
MassMutual Ascend Financial Services SME https://MassMutualAscend.com/
501 - 1000 Employees
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Job description

Description

As a leading provider of annuities, MassMutual Ascend is committed to taking financial futures above and beyond. This means offering innovative products that fit our customers’ unique needs – whether it’s protecting their hard-earned savings, receiving guaranteed income or providing for loved ones. MassMutual Ascend is proud to offer customers a level of strength and stability they can count on for years to come.

The Opportunity

As an Advanced Sales Consultant specializing in annuities, you will work closely with our sales team, their advisors, and brokers, communicating, identifying, and helping to close sales opportunities. You will help design ideas to facilitate the sale of MassMutual Ascend’s annuity products and enhance their value by providing general legal and tax information. Join a growing sales team that values collaboration and creative thinking!

Job Responsibilities

  • Provides fast and superior support on technical, legal, and tax issues.
  • Develop Advanced Strategies presentations and marketing materials.
  • Leads Advanced Strategies presentations on advanced sales concepts and tax issues.
  • Communicates Advanced Strategies concepts to wholesalers and representatives via phone and in-person meetings.
  • Generates specific case illustrations for wholesalers and representatives in their territory.
  • Develops and manages a business plan to enhance annuity sales in the assigned territory.
  • Responds to, follows up on, and makes outbound calls to support annuity sales.
  • Discusses specific case designs with advisors and brokers.  
  • Analyzes and comments on personal, estate and business plans.
  • Assists other areas within MassMutual Ascend with technical and legal issues.
  • Drafts summaries, articles, and presentations that address product, industry, and regulatory issues.
  • Conducts research and stays abreast of industry and regulatory changes to support consulting activities and the development of marketing materials.
  • Conducts continuing education programs.
  • Provides training for Sales Desk employees, external wholesalers and other associates.

Minimum Qualifications

  • Juris Doctor (JD)
  • Minimum five years’ experience in an advanced market role, in the annuity space, or practicing attorney (ideally estate, business, or tax background).
  • Series 6 or 7
  • Strong communication and presentation skills
  • Ability to travel up to 40%

Ideal Qualifications

  • CLU/ChFC ®
  • CFP®

What to Expect

  • Focused one-on-one meetings with your manager
  • Ongoing opportunities for development and learning
  • Working in a fast-paced environment with available flexible work schedules
  • A place to grow your career in a culture that inspires, rewards and develops employees
  • Small company feel with a focus on meeting customers’ needs today and also well into the future

Why Join Us.

At MassMutual Ascend, our collaborative culture is key to our success. It’s the reason we’re a leading provider of annuities today, and it’s the reason we’ll continue rising to the top tomorrow. A career at MassMutual Ascend means you’ll contribute to our mission of taking financial futures above and beyond – and you’ll be inspired to reach your own goals, too. As a wholly owned subsidiary of MassMutual, MassMutual Ascend continues to be an employer of choice in the Cincinnati, Ohio community.

MassMutual Ascend Life Insurance Company 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.

At MassMutual Ascend 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..

Required profile

Experience

Level of experience: Senior (5-10 years)
Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Presentations
  • Communication
  • Creative Thinking
  • Training And Development
  • Collaboration
  • Research

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