Regional Vice President - Southeast Florida - Retirement - Bank/Wire Channel

Symetra•Miami, FL

77d•$60,000•Hybrid

About The Position

Symetra has an exciting opportunity for an annuity wholesaler based in the Southeast Florida market! About the role The Regional Vice President (RVP) reports to the Divisional Vice President. The RVP receives their annual Incentive Compensation Plan, which articulates the sales goals for the year. The RVP will work closely with the DVP, their aligned Internal Wholesaler, and the Sales Support Specialist to align and execute on a targeted territory sales plan. The RVP 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 RVP must grow its territory through new producer acquisition. The position requires 80% 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 RVPs will lead group meetings, roundtable discussions and public seminars for Financial Professionals, Bankers, and others within the Industry. The RVP 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

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 constant 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

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. 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 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
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

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