Advanced Sales Consultant
MassMutual - New York City, NY
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The OpportunityAs 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 its 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 TeamThe 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 clients 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.Analyzes and comments on personal, estate and business plans.Drafts marketing materials including PowerPoints.Assists other areas within MassMutual with technical and legal issues.The Minimum QualificationsJD required5+ years in an advanced markets role or practicing attorney estate, business or tax backgroundSeries 6 or 7 at time of application or ability to obtain within 6 months of hire2+ years of experience interacting with clients both on calls and emailsTravel required - possibly up to 5 10%.The Ideal QualificationsCLU/ChFCExcellent writing and presentation skillsExperience working in or with a large financial companyWorking knowledge of life insurance, annuities, and investmentsAbility to work independently on projectsCollaboration with both work teams and multiple home office partners along with our advisors in the fieldExperience with premium financing, nonqualified fringe benefit planning, business continuation planning, qualified plans, complex trusts, financial planning and charitable planning.What to Expect as Part of MassMutual and the TeamRegular meetings with the various product line and investment managers as well as legal and compliance.Focused one-on-one meetings with your manager.Access to mentorship opportunities.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.#LI-BC1MassMutual 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.By applying, you consent to your information being transmitted by snagajob to the Employer, as data controller, through the Employers data processor SonicJobs.See MassMutual Terms & Conditions at and Privacy Policy at and SonicJobs Privacy Policy at and Terms of Use at
Created: 2025-03-10