MassMutual Financial Group Mutual Fund Investment Only (MFIO) Internal Wholesaler in Boston, Massachusetts
Since 1851, MassMutual’s commitment has always been to help people protect their families, support their communities, and help one another. This is why we want to inspire people to Live Mutual. We at MassMutual value diversity and inclusion. We’re people helping people.
A career with us means you will work alongside exceptional people and be empowered to reach your professional and personal goals. Our employees are the foundation of what makes MassMutual a strong, stable and ethical business. We seek and value unique and varied perspectives and experiences because we believe we are stronger when all voices are heard. We invite you to bring your bright, innovative ideas to MassMutual as we continue to help millions of Americans rely on each other.
Together, we’re stronger.
MassMutual’s Institutional Investments team is dedicated to helping clients solve their toughest investment challenges—whether it’s capital growth, reliable income, or protection from market volatility and other risks. As part of MassMutual’s Institutional Investments, the distributor of retail mutual funds sold primarily through third-party distribution channels, the products and strategies we sell are managed by MassMutual Investments, which is MassMutual’s asset management organization. Our reputation for financial strength, investment talent, risk management, and thought leadership has led to rapid growth.
The primary role of the Investment Only Internal Wholesaler is to drive sales and build relationships with Financial Professionals selling MassMutual Funds through the Investment Only channel. The Internal Wholesaler must achieve and maintain an expert knowledge of the MassMutual Funds product line and the Mutual Fund Industry. The Internal Wholesaler supports the external wholesaler sales team members in achieving the unit’s sales goals while also building his/her own book of business with retirement-specialist advisors and investment/benefit consultants.
Develop relationships with Financial Professionals through outbound calls.
Communicate with Financial Professionals through campaigns, email, and over the phone.
Respond to direct inbound Product requests and Sales calls from IO sales team, advisors, and consultants.
Coordinate sales call activity with the external IO sales team members and conduct proactive outreach to targeted retirement-specialist advisors, and retirement benefit consultants to build relationships, increase awareness of MM Funds and build IO book of business.
Serve as central point of contact for responding to Requests for Proposal for new investment mandates.
Maintain and update customer profiles and activity (phone calls and meetings) related to the development of customer relationships and pursuit of mutual fund investment only (MFIO) sales opportunities in the Salesforce CRM.
Handle special projects as assigned within the Investment Only (IO) Sales Desk
Attend various sales meetings and training sessions.
Minimum of 1-2 years of Financial Industry experience in a sales capacity with Mutual Funds
Ability to work well independently and within a team
Bachelor’s Degree preferred in business or related field
Proficient use of Morningstar Direct or other mutual fund / investment analysis software preferred
FINRA series 7 license is desired for this position. Candidates with a FINRA series 6 will be considered.
FINRA series 63 or 66 is desired for this position.
Ranked No. 77 in the annual FORTUNE ® 500 Ranking (FORTUNE ® Magazine, June 2017) and recognized as a World’s Most Ethical Company by Ethisphere, MassMutual is guided by a single purpose: We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It’s more than our company structure – it’s our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.
Focus on the Customer: We understand our customers well and look for every opportunity to deliver an experience that is clear, easy, personal, human, empowering and trustworthy.
Act with Integrity: We deliver on our promises by being open, honest and humble and by adhering to the letter and spirit of applicable laws, rules, regulations and company policies.
Value People: We respect and learn from each other’s diverse backgrounds, experiences and ideas. We engage and develop people to their greatest potential.
Work Collaboratively: We work together to achieve results by actively listening, seeking, understanding and creating solutions as a unified team driving toward one company, one culture, one brand.
Achieve Results: We focus on winning by exceeding expectations and getting better – everyone, every day.
For more information, visit www.massmutual.com or find us on Facebook, Twitter, LinkedIn, YouTube, Google+, Instagram and Pinterest.
MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.
At MassMutual, we’re fostering an inclusive and dynamic environment where our employees are valued for who they are and can build successful careers. For us, diversity and inclusion is more than a goal, it’s the only way forward.
• 100% rating on the Human Rights Campaign Corporate Equality Index (2018)
• National Association for Female Executives Top Company for Executive Women (2017)
• DiversityInc Noteworthy Company (2017)
• Disability Equality Index® (DEI) Best Place to Work for Disability inclusion (2017)
• Working Mother Media 100 Best Company (2017)
• Military Friendly Employer (2018)