Senior New Business Representative - Military Veterans
at MassMutual Ascend
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
As a Senior New Business Representative, you will interact with internal and external associates to facilitate the issuing of annuity policies. You will work with senior members of your team in a fast-paced environment as well as aiding other areas of the business, mentoring junior level associates. This position has a formal career progression plan in place.
Job Responsibilities
- Reviews and processes new applications for annuity policies. Initiates the transfer of funds to fund pending annuity policies.
- Verifies applications for completeness.
- Demonstrates working knowledge of regulatory, technical and/or underwriting guidelines to access applications for compliance.
- Facilitates the suitability review and legal review of applications as necessary.
- Complies with company and regulatory guidelines/requirements.
- Refers more complex matters to senior level employees.
- Responds to routine inquiries from internal and external customers appropriately and timely, which includes telephone calls, emails, faxes, etc.
- Enters new applications into the appropriate systems in accordance with high quality and quantity standards.
- Must learn multiple operating systems and use as appropriate.
- May provide training to lower-level employees.
- Performs other duties as assigned.
Minimum Qualifications
High School Diploma or equivalent.
Ideal Qualifications
Minimum of one year of related experience in a similar line of business.
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
#LI-MM1
Cincinnati, OH
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.