About The Position
The Regional Vice President (RVP) reports to the Divisional Vice President and is responsible for executing a targeted territory sales plan to achieve annual sales goals. The RVP will work closely with their aligned Internal Wholesaler and Sales Support Specialist, leveraging knowledge of Symetra’s retirement products, marketing resources, sales effectiveness data, and existing producers within the territory. A key aspect of the role is the proper adoption and execution of the Symetra Sales Process to maximize territory sales and acquire new producers. The position requires 80% field travel for in-person meetings with financial professionals, utilizing CRM tools to build relationships and achieve sales targets. RVPs will also lead group meetings, roundtables, and seminars. Maintaining high professional conduct and adhering to all regulatory and company policies is essential.
Requirements
- High school diploma required
- College Graduate; Degree in related field or equivalent experience required
- 5 years Prior wholesaling experience in the bank and/or wirehouse distribution channels
- 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 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
- 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 (80%) within the territory
- Reside within the assigned territory, covering Northern Florida
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 to increase market share through new producer appointments.
- 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 IW, 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 with 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
