Annuities Representative (New Business) jobs in Springfield, MA

Annuities Representative (New Business) is responsible for the annuities application process. Assists applicants and checks forms for completeness and accuracy. Being an Annuities Representative (New Business) ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. Reviews all fund transfers such as tax-free fund transfers, direct transfers and direct rollovers for completeness and compliance. Additionally, Annuities Representative (New Business) is responsible for responding to inquiries from clients, agents, financial institutions and internal departments. May require a bachelor's degree or its equivalent. Typically reports to a supervisor or manager. Requires National Association of Securities Dealers (NASD) license. The Annuities Representative (New Business) works on projects/matters of limited complexity in a support role. Work is closely managed. To be an Annuities Representative (New Business) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)

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Competitive Intelligence Analyst - Annuities
  • MassMutual
  • Springfield, MA FULL_TIME
  • The Opportunity

    As our Annuities Competitive Intelligence Analyst you will build and manage analyses for our sales efforts while also proactively addressing issues associated with competitors (both existing and future), that may affect MassMutual’s sales goals.    

    The Impact

    We are looking for an experienced professional who can deliver business value by analyzing the annuity sales opportunity across MassMutual’s third-party & new markets distribution channels.

    Key Responsibilities Include:

    • Product Expertise: Identify the unique selling points for the MassMutual annuity suite across various income ages, market scenarios, and riders

    • Sales enablement: work with the annuity sales & marketing teams to create detailed playbooks, battlecards, sales collateral, training sessions and other tools for our intermediary – facing teams

    • Training: develop content and host training sessions for internal and external wholesalers

    • Field insights: gather feedback from sales teams, internal stakeholders, and intermediaries to identify common pain points and challenges; provide this feedback to the intelligence teams and annuity product leaders

    • Deliver real time updates on disruptive activity and any impacts to MassMutual

    • Serve as a key contact for pre-sales inquiries to include providing illustrations, contract differentiators, and details on rider options

    • Perform ongoing database research to identify sales opportunities for MassMutual Strategic Distributors  

    • Provide weekly heatmap tracking on the competitiveness of the MassMutual annuity portfolio by distribution partner

    • Utilize intranet/internal hubs to socialize intelligence - develop metrics to track effectiveness

    Minimum Qualifications

    • 5 years' experience working with annuity products

    • 3 years' working experience in a Marketing, Distribution, Sales or Research position

    • 3 years' experience using databases/datasets to create benchmarks 

    • 3 years' experience presenting findings to senior leaders

    • 3 years' experience with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

    Ideal Qualifications

    • At least 5 years working experience in market, competitive and /or sales intelligence

    • Third party distribution channel experience

    • Confident communicator with strong written and verbal communication skills

    • Self-directed and ability to work independently to drive, refine and grow our intelligence function (an “Intrapreneurial” mindset) 

    • Strong interpersonal, communication and relationship building skills

    • Resourceful with strong problem-solving skills and able to find information that is not readily available from a single source  

    • Proactively anticipates & meets stakeholder needs

    • Able to leverage their strong network of internal and external experts to build market insights

    What to Expect as Part of MassMutual and the Team

    • Regular meetings with the Industry Intelligence team

    • Focused one-on-one meetings with your manager

    • Access to mentorship opportunities

    • Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, 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 nosiness with industry leading pay and benefits

    #LI-CR41

    MassMutual 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.

    If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.


    About the Company:
    MassMutual



  • 1 Month Ago

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Competitive Intelligence Analyst - Annuities
  • Massachusetts Mutual Life Insurance Co.
  • Springfield, MA OTHER
  • The OpportunityAs our Annuities Competitive Intelligence Analyst you will build and manage analyses for our sales efforts while also proactively addressing issues associated with competitors (both exi...
  • 28 Days Ago

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Call Center Sales Representative
  • AAA Southern New England
  • West Springfield, MA FULL_TIME
  • Call Center Sales Representative Job Locations US-MA-West Springfield ID 2023-8908 Category Customer Experience Type Full Time Work Schedule Monday-Friday 10am to 7pm; Rotating Saturdays 9am to 1pm Ov...
  • 20 Days Ago

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Provider Experience Representative
  • Health New England
  • Springfield, MA FULL_TIME
  • Purpose The Provider Experience Representative Contributes to the overall success of the Provider Excellence ensuring specific individual goals, plans, and initiatives are executed / delivered in supp...
  • Just Posted

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Patient Access Representative - per diem
  • Trinity Health Of New England
  • Springfield, MA PER_DIEM
  • Employment Type: Part time Shift: Rotating Shift Description: Come join the Patient Access team at Mercy Medical Center, part of Trinity Health Of New England! Please read Schedule and Training requir...
  • 13 Days Ago

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Patient Access Representative - FT Days
  • Trinity Health Of New England
  • Springfield, MA FULL_TIME
  • Employment Type: Full time Shift: Day Shift Description: Come join the Patient Access team at Mercy Medical Center, part of Trinity Health Of New England! Please read Schedule and Training requirement...
  • 30 Days Ago

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0 Annuities Representative (New Business) jobs found in Springfield, MA area

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Counter Sales Representative
  • Universal Supply
  • Newington, CT
  • Founded in 1965, Universal Supply operates locations in five states, Connecticut, Delaware, New Jersey, Maryland and Pen...
  • 4/25/2024 12:00:00 AM

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Sales Representative
  • American Fidelity Sales Careers
  • Enfield, CT
  • American Fidelity Assurance is now looking for an Account Manager in your area. Our salaried, career Account Managers ar...
  • 4/24/2024 12:00:00 AM

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Sales Representative
  • Fowlerplacement
  • Hartford, CT
  • Location Hartford, CT Full Remote Seeking a Sales / Business Development Representative for sales and account management...
  • 4/24/2024 12:00:00 AM

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Real Estate Sales Representative
  • Berkshire Hathaway HomeServices New England Properties
  • Haddam, CT
  • Job Description A Real Estate Sales Representative is a real estate agent who meets with clients to help them with the p...
  • 4/23/2024 12:00:00 AM

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Sales Representative
  • Morton Buildings, Inc.
  • Springfield, MA
  • ** Sales Representative** **Job Category****:** Sales **Requisition Number****:** SALES005868 Showing 1 location **Job D...
  • 4/23/2024 12:00:00 AM

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Sales Representative
  • Spaulding Associates
  • Hartford, CT
  • Location Hartford, CT Full Remote Seeking a Sales / Business Development Representative for sales and account management...
  • 4/23/2024 12:00:00 AM

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Product Service Representative
  • MAT Holdings Inc.
  • Springfield, MA
  • **Product Service Representative** * 118 W Rock St, Springfield, MN 56087, USA * Full-time **Company Description** Welco...
  • 4/21/2024 12:00:00 AM

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Delivery Representative
  • AmeriGas
  • Colchester, CT
  • When you work for AmeriGas, you become a part of something BIG! Founded in 1959, AmeriGas is the nation’s premiere propa...
  • 4/11/2024 12:00:00 AM

Springfield is located at 42°6′45″N 72°32′51″W / 42.11250°N 72.54750°W / 42.11250; -72.54750 (42.112411, −72.547455). According to the United States Census Bureau, the city has a total area of 33.1 square miles (85.7 km2), of which 31.9 square miles (82.5 km2) are land and 1.2 square miles (3.1 km2), or 3.65%, are water. Once nicknamed "The City in a Forest," Springfield features over 4.0 square miles (10.4 km2) of urban parkland, 12% of its total land area. Located in the fertile Connecticut River Valley, surrounded by mountains, bluffs, and rolling hills in all cardinal directions, Spring...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$46,592 to $57,653
Springfield, Massachusetts area prices
were up 1.6% from a year ago