Mutual Opportunities
Internal Wholesaler
Boston, Massachusetts; Springfield, Massachusetts
Thank you to our employees for voting us one of the top places to work in Massachusetts for seven consecutive years!
Overview
A career with us means you’ll work alongside exceptional people and be empowered to reach your professional and personal goals. Our employees are at the foundation of what enables MassMutual to deliver on our purpose to help people secure their futures and protect the ones they love.
We embrace the idea that we all are stronger and better through our support for one another. We strive to create a culture where employees feel valued and are celebrated for who they are.
“Since our founding in 1851, mutuality has put our policyowners at the center of everything we do. At our core, we’re a company of people helping people in their time of need, and that spirit extends to the culture we’ve built at our company. Our employees support and rely on each other each day, collaborating to deliver the best solutions for our customers and help millions more secure their future and protect the ones they love.”
Job Description
The Opportunity
The Internal Wholesaler will support the distribution of MassMutual Investments’ mutual fund lineup by partnering closely with External Wholesalers and cultivating relationships with financial advisors across assigned territories. This role is integral to driving asset growth, deepening advisor engagement, and delivering timely, high-quality support to distribution partners.
The Team
MassMutual Investments Distribution partners across the enterprise to support the firm’s investment distribution strategy and drive business growth. The team works closely with sales leadership, HR, compliance, and external partners to ensure strong market engagement, effective execution of distribution initiatives, and alignment across investment products, talent, and licensing considerations.
MassMutual Investments is a leading provider of actively managed mutual fund solutions, partnering with financial professionals across channels to help meet the evolving needs of their clients. With a focus on disciplined investment processes, risk management, and long‑term outcomes, the organization delivers research‑driven strategies backed by experienced investment teams—offering team members the opportunity to contribute to impactful, growth‑oriented work in a highly collaborative environment.
The Impact
This role plays a key role in driving mutual fund growth by partnering closely with External Wholesalers and building strong, trusted relationships with financial advisors. By combining data‑driven insights, effective communication, and compliant product education, this position helps advance territory business plans, strengthen advisor engagement, and support successful distribution outcomes. Key responsibilities include, but are not limited to:
Partner with External Wholesalers to execute territory business plans and support mutual fund asset growth objectives.
Build and maintain strong relationships with financial advisors through proactive outreach, including phone, email, and virtual meetings.
Identify and recommend sales opportunities using advisor segmentation, analytics, and pipeline management tools.
Design and deliver clear, compliant mutual fund education, product positioning, and competitive insights tailored to advisor needs.
Support distribution initiatives related to fund updates, portfolio positioning, and evolving market themes.
Ensure accurate CRM documentation, activity tracking, and timely follow‑up to support effective territory management.
Prepare meeting materials, recap notes, and territory reports to enable informed decision‑making for external partners.
Stay current on market conditions, portfolio positioning, and firm communications, sharing relevant insights with advisors and partners.
Uphold regulatory and compliance standards across all advisor interactions and communications.
- May lead broad‑scope initiatives with a short‑ to mid‑term focus
- Proactively anticipates change and identifies opportunities to improve operational effectiveness
Minimum Qualifications
Bachelor’s degree OR 5+ years’ financial servicesexperience
2+ years of experience in asset management distribution, internal wholesaling, or Investments experience
FINRA Series 7 and 63 required at time of application or must obtain within 180 days
Ideal Qualifications:
Experience engaging with financial advisors (RIA, wirehouse, or bank channels preferred)
Strong communication, organizational, and relationship-management skills
Ability to manage multiple priorities in a fast-paced, sales-oriented environment
Proficiency with CRM platforms (Salesforce preferred) and Microsoft Office
Compensation: $65k-$80k base salary range, plus sales-based compensation resulting in a total target compensation package of $90-$120K
#LI-RS1
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
MassMutual will accept applications on an ongoing basis until such time as a candidate has been offered employment. The job description includes the main duties of this position, which may evolve over time. You may be required to perform other duties not listed.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.
Hiring Process
Explore
Explore our open jobs by clicking 'search jobs' to find a position that aligns with your experience and skills. You may also consider joining our Talent Network.
Apply
Click the “apply” button on that job posting to complete and submit your application. Your application will be reviewed by a recruiter, which, due to the volume of applications received, may take some time as we carefully consider each application.
Screen
After your application has been reviewed, if you meet the qualifications for the role, a recruiter will reach out to you to start a conversation.
Interview
If you are invited for an interview, you will be scheduled to meet with the hiring manager and hiring team.
Offer
If you are extended an offer to join MassMutual and accept, your start will be contingent upon a satisfactory background check.
Hire
If you accept the offer, we will be so excited to welcome you to the MassMutual community!
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
By the numbers*
- 85% of employee respondents say they are proud to work at MassMutual
-
90
% of employee respondents say the work they do at MassMutual is meaningful - 85% of employee respondents say they feel encouraged to come up with new and better ways of doing things
*Source: 2025 MassMutual employee engagement survey
Award-Winning Culture
MassMutual is guided by a single purpose: We help people secure their future and protect the ones they love. As a company operated for the benefit of our members and participating policyowners, we are defined by mutuality and our vision to provide financial well-being for all Americans. 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.
We strive to build a thriving community where everyone is valued, included, and feels that they belong.
At MassMutual, we Live Mutual.
How We Work
MassMutual’s flexible workplace approach combines the importance of connecting in person and the flexibility of working remotely. Our hybrid model puts collaboration first with employees coming in at least three days per week to our spectacular campus settings and also enjoying the flexibility of remote Fridays, company-wide remote weeks, and a bank of flexible remote weeks to use throughout the year.
Benefits for the whole you (and your loved ones)
There’s more to your life than your job and there’s more to your aspirations than a paycheck. We take a holistic view of compensation and benefits that provides the flexibility to create a healthy balance in your life for work, family, and community. We offer the benefits you’d expect, like medical, dental, 401(k), and generous vacation time, but we also offer ones you might not expect, like three paid days for volunteering, a $1,250 annual Well-Being Wallet, and up to 320 hours of caregiver leave.
Explore some of our offerings below. Benefit details can be found here.
Why MassMutual?
Candy
Marketing Consultant
Atsam
Head of Advisor/Client Experience & Business Excellence
Erica
Head of Procurement
where we work
Springfield Office
1295 State Street, Springfield, MA
Boston Office
10 Fan Pier Blvd, Boston, MA
New York Office
2 Park Ave,
New York, NY
Virtual
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