Annuity Sales Desk Representative

Posted 18 Days Ago
Be an Early Applicant
Cincinnati, OH
Junior
Fintech • Payments • Financial Services
The Role
The Annuity Sales Desk Representative will answer incoming calls from advisors, provide product information, support sales efforts, and collaborate with marketing to grow annuity sales. This role focuses on delivering exceptional customer service and requires skills in financial services and product knowledge.
Summary Generated by Built In

Description

The Opportunity

We're looking to hire an Annuity Sales Desk Representative to join our Mass Mutual Ascend Internal Sales Desk. In this position, you'll convey various annuity product ideas and concepts while successfully answering incoming advisor questions. As and Annuity Sales Desk Representative, you will have a strong desire to learn, practice and apply your exceptional customer service skills through partnering with talented team of experienced sales professionals.

You’ll join a team that has a mission to broaden financial wellness and education to communities throughout the country. 

The Team

The Internal Sales Desk at MassMutual Ascend works with distributors in the third-party/independent/Financial Institution/Broker General Agent space to sell our Fixed, Fixed Indexed, Fee-Based and Registered Indexed Link annuity products through financial advisors and independent agents. The team is agile, collaborative and inclusive as they support our diverse distribution partners and advisors. We partner with advisors to deliver exceptional financial solutions to their clients. We provide unparalleled expertise, guidance, advice, and solutions to MassMutual Ascend field distribution, their advisors and broker partners, in planning for their clients’ financial future. We empower our advisors to grow and diversify their practices by collaborating with credentialed and experienced experts that address broad financial solutions.

The Impact:

  • Answer incoming Sales Desk calls in a timely accurate manner providing professional sales oriented detailed information to caller (product information, illustrations, forms and marketing materials) for producers and back-office support personnel while offering sales designs/concepts and product positioning.
  • Proactively partner with Marketing Representatives and other business partners to develop/grow individual annuity sales and achieve assigned goals.
  • Proficient with and effectively utilize illustration tools, SalesForce and other identified systems/tools.
  • Act as a liaison on behalf of Sales for the advisor 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 case to be “reported” in a timely manner, respectful of procedures.
  • Career Progression – We understand that you want opportunities for career progression and recognition for your growth and development. Our Sales Desk roles have career progression opportunities that come with time and demonstrated performance.

Minimum Qualifications

  • Bachelor’s Degree or High School Diploma and 2+ years of equivalent work experience
  • 1+ year of customer service or sales experience
  • Must obtain Series 6 within 6 months hire
  • Must obtain Life & Health License within 6 months hire

Ideal Qualifications

  • 1+ years of sales support
  • Series 6 at time of application
  • Life & Health License at time of application
  • In-depth Annuity Product Knowledge
  • 1+ year experience in the Financial Services/ Insurance Industry where you can demonstrate a clear understanding of the marketplace that applies to the products being sold
  • Competitive product knowledge
  • Ability to influence others
  • Proven track record of working others, team player
  • Focused on development, a quick learner in product space
  • Ability to think creatively and outside of the box, focused on sales execution, utilizing products and solutions

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..

The Company
Cincinnati, Ohio
393 Employees
On-site Workplace
Year Founded: 1976

What We Do

MassMutual Ascend (previously Great American Life)
At MassMutual Ascend, we are committed to going above and beyond – so when it comes to your financial future, the impossible feels possible. As a leading provider of annuities, we see our products as more than just contracts. Our annuities are transparent and easier to understand, so you always know what to expect.

The status quo isn’t a status we ever want. At MassMutual Ascend, we’ll always be in pursuit of better – so you can navigate your future with confidence.

Products issued by MassMutual Ascend Life Insurance Company, a wholly owned subsidiary of Massachusetts Mutual Life Insurance Company (MassMutual). All guarantees subject to the claims-paying ability of MassMutual Ascend.

Registered index-linked annuities underwritten and distributed by MM Ascend Life Investor Services, LLC, member FINRA and an affiliate of MassMutual Ascend Life Insurance Company

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