AVP - Advanced Markets Compliance Specialist

18 hours ago

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

Symetra is seeking an experienced Assistant Vice President to lead our Advanced Markets Compliance team. As a key member of our Compliance Department, you will provide strategic leadership and direction to ensure compliance with regulatory requirements and industry standards.

Key Responsibilities
  • Develop and implement compliance programs and policies to ensure adherence to regulatory requirements and industry standards.
  • Provide technical expertise to compliance staff, sales management teams, and distribution representatives on sales product opportunities, risks, and challenges.
  • Assess external advanced marketing software, materials, and services for possible utilization by staff.
  • Develop internal and external financial professionals' and compliance professionals' working knowledge of distribution's products, illustration software, and presentation techniques.
  • Maintain presence in the greater estate and business planning community.
  • Strengthen relationships with field forces serving clients in a prompt, professional style.
  • Encourage advanced marketing team to develop internal and external relationships and to provide accurate and timely service and support.
  • Develop and present advanced marketing training and sales materials at Symetra-sponsored or external business partners' meetings and seminars.
  • Participate in product development process by providing feedback from working relationships with producers.
  • Provide information on product needs, product competition, computer needs, peer companies, market niche, and other internal Symetra administrative services.
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 offer a dynamic work environment, competitive compensation, and opportunities for professional growth and development.

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.
Requirements

To be successful in this role, you will need:

  • Bachelor's degree required; Juris doctor degree preferred.
  • At least 5 years experience in advanced markets in the life insurance/financial services industry or related retirement, business, or estate planning experience.
  • FINRA Series 7 license.
  • Strong knowledge of annuity and life insurance product and industry knowledge including sales, marketing, and operations.
  • Executive-level proficiency with PowerPoint, Excel, and Word.
  • Demonstrated skills in organization, accuracy, and attention to detail.

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