Advanced Sales Consultant

Advanced Sales Consultant

Full-Time

Boston, MA or Springfield, MA

The Opportunity 

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. Be part of a very close knit group that values collaboration and creative thinking.

The Team 

The Advanced Sales team consults with advisors and brokers to design solutions to address the specific needs of clients. To help meet the business, insurance, and estate planning needs of each client, advanced sales will work in conjunction with a client’s counsel, tax advisors, and accountants.

With more than 387 combined years in the industry, this dedicated team possesses impressive experience and diverse credentials which include strong private practice backgrounds. Several members of the group have been published or quoted in top publications in the planning field (National Underwriter and The Wall Street Journal). In addition, many have spoken on a variety of topics at industry events such as Million Dollar Round Table (MDRT) and Finseca, a merger between the Association for Advanced Life Underwriters and General Agents Management Association.

The Impact: 

• 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.

The Minimum Qualifications 

• 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

The Ideal Qualifications 

• 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

What to Expect as Part of MassMutual and the Team 

• 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. 

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