Annuities Retention Specialist jobs in Worcester, MA

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

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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