Sales Relationship Manager

Posted 21 Days Ago
Be an Early Applicant
Cincinnati, OH
3-5 Years Experience
Fintech • Payments • Financial Services
The Role
Develop and maintain relationships with key contacts, provide exceptional phone support, coordinate trainings, resolve sales and operational issues, maximize channel sales, promote legal compliance, stay updated on industry knowledge.
Summary Generated by Built In

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

We are looking to fill a Relationship Management position for our Financial Institution Indirect channel. In 2023, MassMutual Ascend had a record premium year and remain a leader in the Fixed, FIA and RILA annuity market. This position will support and advise our partners, sales force and home office associates in all aspects of the sale of annuity products. The Relationship Management role has a high focus on providing exceptional phone support regarding product features, sales concepts, and doing business with MassMutual Ascend while building and maintaining strong working relationships. We provide a flexible work arrangement for this position and the opportunity for business related travel.

Job Responsibilities

  • Develop and maintain relationships with key contacts within our Third Party Wholesaling Groups to support all areas of the annuity business related to sales and service with MassMutual Ascend.
  • Demonstrate thorough knowledge of products, marketing materials, and procedures.
  • Respond to inquiries regarding products and administrative processes, including, but not limited to, the sales process.
  • Coordinate trainings with external partners to increase awareness of sales and operational workflows, company policies, procedures, and resources.
  • Facilitate resolution of basic to complex sales and operational issues through cross-organizational collaboration and communicate results timely and accurately with external partners.
  • Work closely with our Third Party Wholesalers to maximize channel sales through email, call campaigns, and marketing campaigns.
  • Assist in the development of product proposals and illustrations for partners; maintain illustration software most up to date with product rates and features.
  • Provide feedback on process/service enhancements and sales ideas that would encourage channel growth
  • Promote legal compliance and market conduct standards established by MassMutual Ascend.
  • Stay in tune with competition and their offerings as well as up to date on industry specific knowledge.

Minimum Qualifications

  • Life and Health Agent License and Series 6 or 7 are required.
  • 3-5 years of experience in marketing and sales, preferably in the insurance industry
  • Effective telemarketing skills.
  • Excellent written and verbal communication skills (including presentation skills).
  • Must have the ability to work effectively in a team environment and multi-task projects.
  • Knowledge of securities and insurance products, specifically annuities
  • Creative problem-solving skills; able to effectively coordinate projects independently.

Ideal Qualifications

  • Bachelor’s degree is preferred with a focus in Business or Marketing.
  • Professional designations such as CLU, CFP, ChFC, RICP or other through The American College or LOMA
  • Advanced knowledge of Microsoft Office products and experience with various insurance/annuity administration systems. Experience with Salesforce is a plus.

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 customer’s 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..

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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