Relationship Manager - Annuities



Customer Service
Multiple locations
Posted on Tuesday, June 18, 2024

Relationship Manager - Client Experience and Service, MMSD

Full-Time, Boston or Springfield Office (Hybrid)

The Opportunity

Do you want to be part of a team that encourages your growth, supports your ambitions, and makes it a priority for you to reach your goals? Is helping people part of who you are? At MassMutual, we help millions of people find financial freedom, offer financial protection, and plan for the future. As a Relationship Manager, we do this by building trust with our customers by being knowledgeable problem solvers and prioritize their needs above all else. We Live Mutual.

The Team

MassMutual Strategic Distributors (MMSD) is MassMutual’s dedicated, third-party distribution channel focused on building on strong relationships and forging new ones with experienced financial firms and professionals. With a diverse and relevant portfolio, including whole life insurance, disability income insurance, fixed annuities, and hybrid life/long-term care insurance, MMSD is partnering with hundreds of financial firms to meet customers where they are with the financial solutions they need.

As a Relationship Manager you will work independently to maintain and enhance relationships with our distribution partners. Ensures distribution partner satisfaction through periodic partner meetings and discussions covering strategy, operations, and business performance. Works closely with internal business partners to resolve complex business operations issues and service escalations.

The Impact:

  • Support the day-to-day operations activities of our strategic distribution business, delivering tailored, concierge level service to our distribution partners.

  • Act as liaison between external partners and internal teams to drive resolution on all service issues, leading as relationship manager for our distribution partners.

  • Own and drive to resolution all firm back office and wholesaler escalated service issues.

  • Serve as a point of contact for inquiries from business partners including external third-party record-keepers and external auditors.

  • Produce and distribute daily, weekly and/or monthly reports related to our distribution partners’ business.

  • Gain a deep understanding of our distribution partners’ business models and tailor operations to support them.

  • Demonstrate agility and flexibility to work on or support special projects as needed.

The Minimum Qualifications:

  • 7+ years of relationship management experience

  • 3+ years of Annuities experience

  • Estimated ​travel 10%: ability to travel to firms, which can be located anywhere in the country

The Ideal Qualifications

  • Undergraduate degree

  • 7+ years of Annuities experience

  • 10+ years relationship management skills

  • 5+ years experience with 3rd Party distribution

  • Knowledge of regulatory issues surrounding ownership of insurance products

What to Expect as Part of MassMutual and the Team

  • Regular meetings with the Third Party & New Markets Manager

  • 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


Salary Range:


At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.

Why Join Us.

We’ve been around since 1851. During our history, we’ve learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.

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.

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.

At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.