Symetra has an exciting opportunity for a Northeastern US -based annuity wholesaler to join our Independent Channel Retirement Sales team as a
Regional Vice President!
About The Role
As a Regional Vice President, you will promote the sale of Symetra's fixed annuities, fixed indexed annuities, and registered indexed linked annuities to approved professionals in the Independent channel. The candidate must reside within the territory which covers CT, MA, RI, NH, VT and ME.
What You Will Do
- Work closely with divisional manager to develop appropriate business plan to maximize regions sales and meet business objectives.
- Identify and develop new financial professionals while strengthening relationships with existing financial professionals within the territory.
- Work with bank financial consultants, Independent Planners, wire houses, and broker/dealers to increase the sale of fixed, fixed index, index-linked annuities, and income annuities.
- Build and maintain producer relationships to keep them informed of market and product changes and enhancements.
- Increase sales through field activity, in person contact and virtual meetings.
- Provide sales ideas and client solutions. Work in conjunction with Internal Wholesalers to identify producer needs, develop an extensive and productive travel schedule, and a build a results-focused strategy for implementation. Conduct product and sales training through individual and group training sessions, seminars, workshops and meetings.
- Strategically plan and manage deployment of resources for the territory through marketing and sales initiatives, and budgeting & expense responsibilities.
- Work in conjunction with Internal Wholesaler to identify and foster leads generated from referrals.
- Maintain a high level of professional conduct ensuring that all FINRA, SEC, Department of Insurance and Symetra compliance and firm policies are adhered to.
Why work at Symetra
“If you want to invest in yourself and build a career, this is a great place to work. If you don't want to put in the effort to learn the industry and become a student of the business (it takes real effort!), there are easier places to work.” Cris H. - AVP Internal Sales, Training and Development
“Symetra is inclusive of all employees regardless of their personal differences.” Darrell J. - Actuary III
“Symetra values learning. Symetra has so many resources - whether that is the Student of the Business courses, sponsorship of professional certifications, or just individual employees being so willing to teach and answer questions.” Felicia D. - Financial Reporting Lead Senior Analyst
What We Offer You
We don’t take a “one-size-fits-all” approach when it comes to our employees. Our programs are designed to make your life better both at work and at home.
- Flexible full-time or hybrid telecommuting arrangements
- Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%
- Paid time away including vacation and sick time, flex days and ten paid holidays
- Give back to your community and double your impact through our company matching
- Want more details? Check out our Symetra Benefits Overview
Compensation
Base salary: $60,000 plus eligibility for incentive compensation
Who You Are
- College Graduate; Degree in related field or equivalent experience required
- 5 years prior wholesaling experience in the Independent Broker Dealer channel
- FINRA 6 or 7, 63 and Life and Health license.
- Proven sales competence and presentation skills
- Proven ability in growing a region as measured by sales results
- Excellent knowledge of the advisor community and industry
- Ability to adapt to constant changing environment
- Ability to build productive relationships; provide training, sales ideas, and mentoring
- Strong territory management experience related to zone rotation, opportunity assessment and strategic planning to maximize opportunities
- History of producer contacts in the territory
- Demonstrated success within sales with the ability to establish sales objectives and meet goals
- Excellent communication, negotiation and interpersonal skills
- Will be expected to have or develop a strong understanding of key retirement products
- Ability to balance multiple priorities and meet specific marketing objectives and achieve specific production objectives
- Requires extensive travel within the territory
We empower inclusion
At Symetra, we’re building a place where every employee feels valued, respected, and has opportunities to contribute. Inclusion is about recognizing our assumptions, considering multiple perspectives, and removing barriers.
We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here.
Creating a world where more people have access to financial freedom
Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we’re guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they’re buying, and we design products—and operate our company—to stand the test of time. We’re committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom.
For more information about our careers visit: https://symetra.eightfold.ai/careers
Work Authorization
Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company.
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