Relationship Manager, Retirement - Annuity IMO Channel

Symetra•,

136d•Hybrid

About The Position

Symetra is seeking a Relationship Manager to join its Annuity IMO Channel team. The role manages and develops operational relationships with aligned Retirement Division distribution partners to drive sales growth for Symetra and those partners. The Relationship Manager develops a thorough understanding of Symetra’s products and capabilities and aligns them with partner needs and objectives. The position works with distribution partners and internal teams to resolve and document operational issues, coordinate product and service launches, support sales expansion, and maintain effective account coverage. It also includes strategic business planning, sales analysis and account reporting, and sharing practices and strategies across the relationship management team. The role offers flexible full-time or hybrid telecommuting arrangements. The posted base salary is $100,000, with eligibility for incentive compensation. Employer work visa sponsorship and support are not provided; applicants must be authorized to work in the United States at hire and throughout employment. Remote employees must meet Symetra’s stated internet connection requirements.

Requirements

High school diploma.
BA in liberal arts, business, or communications, or equivalent work experience.
10–15 years of experience in insurance, banking, brokerage, or investments.
Currently hold Series 6/63 and Life Insurance License, or be willing to obtain them.
Presentation skills.
Sales and training background.
Experience with other carriers and on the partner side.

Nice To Haves

Relationship Management experience with annuity programs, preferably IMO.

Responsibilities

Develop a thorough understanding of distribution partners’ operational processes, including new business processing methods, technology, and selling agreements.
Partner with internal teams to address distribution partner operational issues according to priority and capacity; follow up on resolution and document issue descriptions and outcomes.
Align distribution partner needs with Symetra capabilities through regular contact and meetings with IMO leaders and back-office teams.
Attend sales meetings and quarterly update meetings for key assigned relationships.
Prepare and submit monthly account summaries and sales analysis to the Channel Vice President.
Develop and follow strategic business plans for aligned partners.
Participate in working groups with internal partners to support product and service launches for external partners, drive activities, and provide context.
Work with sales management and external wholesalers to drive sales expansion.
Coordinate with external wholesalers, internal wholesalers, and sales effectiveness teams to ensure appropriate account coverage.
Share best practices and key strategies with the broader relationship management team.