AVP - Advanced Markets Compliance Specialist
18 hours ago
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.
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.
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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