RVP - National Accounts, Annuity IMO Channel

Symetra • ,

5d • Hybrid

About The Position

Symetra has an exciting opportunity for an annuity wholesaler covering our IMO channel accounts! The Regional Vice President, IMO Annuities reports to the VP, IMO Channel. The RVP will work closely with the VP, their aligned Internal Wholesaler, and the Sales Support Specialist to align and execute on a targeted territory annuity 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 accounts and 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 IMO account acquisition. The position requires 80% field travel to in-person meetings, training events, conferences and industry meetings with IMO partners and financial professionals. Robust experience working with sales data and territory metrics, Salesforce or other CRM tools to build account relationships is necessary to reach sales targets through key account growth and recruiting in the aligned territory. 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

• High school diploma required
• College Graduate; Degree in related field or equivalent experience required
• 10 years prior annuity wholesaling experience in the IMO distribution channel
• FINRA 6 or 7, 63 and Life and Health license (or willingness to obtain)
• Proven sales competence and presentation skills
• Proven ability in growing account relationships as measured by sales results
• Excellent knowledge of the IMO 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 coverage, opportunity assessment and strategic planning to maximize opportunities
• 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 national travel (80%)

Responsibilities

• Build, maintain and grow IMO key account relationships through account management and wholesale activities.
• Develop business plans with key accounts that grow Symetra partnership and market share. Identify and target account needs and opportunities while adhering to Symetra’s sales process to achieve sales goals.
• 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 key account growth and recruiting. The business plan could be modified occasionally and based on advice from your VP, the Sales Effectiveness team and the Retirement Division Leadership Team in order to meet business demands.
• Engage in regular and consistent teamwork with the IW, SSS, VP, Relationship Manager (RM), and the Sales Effectiveness team to keep your key accounts informed of market and product enhancements and the value Symetra offers their customers.
• Conduct product and sales training through opportunities such as individual and group training sessions, seminars, workshops, and proactively uncovering other opportunities.
• Prepare and maintain account profiles and activity reports for territory.
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree