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Regional Vice President, Retirement Sales

2 months ago

Four States, West Virginia, United States Symetra Full time
About the Role

Symetra is seeking a highly motivated and experienced Regional Vice President to join our Independent Channel Retirement Sales team in Chicago. As a key member of our team, you will be responsible for promoting the sale of Symetra's fixed annuities, fixed indexed annuities, and registered indexed linked annuities to approved professionals in the Independent channel.

Key Responsibilities
  • Develop and implement a business plan to maximize regional sales and meet business objectives in collaboration with the divisional manager.
  • 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.
  • Provide sales ideas and client solutions, and work in conjunction with Internal Wholesalers to identify producer needs and develop 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

Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. We're committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity, and inclusion (DEI). As a member of our team, you'll have the opportunity to work with a talented and diverse group of professionals who are passionate about making a difference in people's lives.

What We Offer
  • 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.
Compensation

Base salary: $60,000 plus eligibility for incentive compensation.

Requirements
  • 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.