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Regional Vice President, Retirement Sales

2 months ago

Bellevue, Washington, United States Symetra Full time
About the Role

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

Key Responsibilities
  • Develop and execute 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 closely 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.
What We Offer
  • Flexible full-time or hybrid telecommuting arrangements.
  • A competitive base salary of $60,000, plus eligibility for incentive compensation.
  • A comprehensive benefits package, including a 401(k) plan with immediate vesting and company matching up to 6%.
  • Paid time away, including vacation and sick time, flex days, and ten paid holidays.
  • A company matching program for charitable donations.
Requirements
  • College Graduate with a degree in a related field or equivalent experience.
  • 5 years of 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 a constantly 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.
  • Ability to balance multiple priorities and meet specific marketing objectives and achieve specific production objectives.
  • Requires extensive travel within the territory.