indianapolis financial firm

Josh Plank Wins Sales Manager of the Year

(May 3, 2021) Josh Plank wins Massachusetts Mutual Life Insurance Company’s (MassMutual) Sales Manager of the Year, the highest honor among all Sales Managers. Sales Managers who achieve the highest total points in their designated group are recognized with a gold, silver, or bronze bowl. Josh received the Gold Bowl in his group and led in the highest number of policies in a unit.

Josh has been a Sales Manager with WestPoint’s Indianapolis office for 16 years and is an integral part of the firm. The financial professionals in his unit speak to how his accessibility, comradery and competitive nature make a positive impact on our firm.

“Josh is a big reason why the culture is so good at WestPoint. He’s so inclusive; [his unit] truly is a team, and we push each other on that team. He’s all about WestPoint, and WestPoint is all about our clients, so I think that permeates throughout the office. When you see top financial professionals, Sales Managers of the Year doing that, it’s easy to jump on board.”


“Josh is the number one sales manager and he’s a top producer for MassMutual,” says WPFG financial professional Emma McRoberts. “So, he has this amazing sales unit and he has incredible personal production. It’s very impressive.”

“Before he left on a tour across America last year, he gathered all of us at his home as a send-off. He was traveling with his family, but you could still access him for help and advice,” says WPFG financial advisor Ryan Moores. “Not everyone does that, and that’s something that sets Josh apart.”

WestPoint Financial Group, the Indianapolis-based financial services firm, has over 500 financial professionals and staff members located throughout Indiana, West Virginia, Illinois, Ohio, Kentucky, and Wisconsin. Together, they serve over *200,000 clients and manage over **$35.5 billion in assets serviced. WestPoint Financial Group has been named a Best Places to Work in Indiana by the Indiana Chamber of Commerce (2008-2019, 2021) and a Top Work Place in the Indianapolis area in 2021 by the Indianapolis Star.

Watch Josh’s Award Highlight Video Here.

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001,and are not subsidiaries of MassMutual or its affiliated companies. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 900 East 96th Street, Suite 300, Indianapolis, IN 46240, (317) 469-9999.

*An insured, owner, or payer of a MassMutual policy or contract.

**** Includes values of MassMutual and subsidiary insurance companies’ insurance and retirement products and investment products offered through MML Investors Services, LLC, a MassMutual subsidiary. CRN202304-282215