Hybrid Wholesaler, Retirement - IA, NE, ND, SD - Bank/Wire Channel

Symetra • ,

5d • Hybrid

About The Position

Symetra has an exciting opportunity to join our Retirement Sales team as a Hybrid Wholesaler, aligned to the Bank/Wire distribution channel covering Iowa, Nebraska, North Dakota and South Dakota! The Hybrid Wholesaler reports to the Divisional Vice President and receives their annual Incentive Compensation Plan, which articulates the sales goals for the year. This wholesaler will work closely with the DVP and Sales Support Specialist to align and execute on a targeted territory sales plan. The wholesaler must fully understand Symetra’s retirement products, Marketing, and Resources that assist in territory development, such as sales effectiveness data, marketing tools (digital & printed), and technology and an in-depth knowledge of Symetra’s existing producers within the territory. Proper adoption and execution of the Symetra Sales Process is required to maximize territory sales, including a well-articulated value proposition to ensure sales success. Additionally, the wholesaler must grow their territory through new producer acquisition. The position requires 25% field travel to in-person meetings with financial professionals and robust experience working with sales data and territory metrics, Salesforce or other CRM tools to build the relationships necessary to reach sales targets through new producer acquisition and by growing Symetra’s market share in the aligned territory. In addition to one-on-one meetings, the wholesaler will lead group meetings, roundtable discussions and public seminars for Financial Professionals, Bankers, and others within the Industry. The wholesaler is expected to maintain high professional conduct, ensuring that all FINRA, SEC, Department of Insurance, Symetra Compliance, and Firm policies are strictly adhered to.

Requirements

• Robust experience working with sales data and territory metrics, Salesforce or other CRM tools
• Maintain high professional conduct, ensuring that all FINRA, SEC, Department of Insurance, Symetra Compliance, and Firm policies are strictly adhered to.
• 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.
• Minimum Internet Speed: 100 Mbps download and 20 Mbps upload.
• Internet Type: Fiber, Cable (e.g., Comcast, Spectrum), or DSL.
• Not Permissible: Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up.
• Candidates will be required (after the initial phone screen) to be on video for all interviews.

Nice To Haves

• 25% field travel to in-person meetings with financial professionals

Responsibilities

• Follow the aligned business plan from the Sales Effectiveness Team to achieve activity metrics (both in person and virtual), increase Symetra’s brand awareness and value proposition, and increase market share through new producer appointments. The business plan could be modified occasionally and based on advice from your DVP, the Sales Effectiveness team and the Retirement Division Leadership Team in order to meet business demands.
• Build and maintain relationships with sound territory coverage and adhering to a solid zone rotation in order to grow sales.
• Engage in regular and consistent teamwork with the SSS, DVP, Relationship Manager (RM), and the Sales Effectiveness team to keep your Financial Professionals informed of market and product enhancements and the value Symetra offers their customers. Quickly identify and target producer needs and adhere to Symetra’s sales process to achieve your sales goals.
• Conduct product and sales training through opportunities such as individual and group training sessions, seminars, workshops, branch meetings, and proactively uncovering other opportunities.
• Source leads through the adoption and completion of assigned Strategic Sales Opportunities (SSOs).
• Adhere to aligned territory Travel and Expense (T&E) budget.

Benefits

• Flexible full-time or hybrid telecommuting arrangements
• 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
• Company matching for community contributions

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed