Symetra · 1 day ago
Regional Vice President - Retirement
Washington, United States
Full-time
Hybrid
Mid, Senior Level
5+ years expSymetra is a national financial services company dedicated to helping people achieve their financial goals. They are seeking a Regional Vice President who will develop and execute a targeted sales plan, build relationships with producers, and ensure compliance with industry regulations while traveling extensively within their territory.
Financial ServicesHealth InsuranceInsuranceLife Insurance
No H1B
Responsibilities
Create a sound business plan to increase sales, increase Symetra’s brand awareness and value proposition, and to increase market share through new producer appointments. The business plan should be modified accordingly and based on advice from your DVP, the Sales Effectiveness team and the Retirement Division Leadership Team
Build and maintain strong relationships with your new and existing producers, your Internal Wholesaler, and the Sales Effectiveness Team to achieve sales goals and grow market share. Together, you will 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 more
Strategically plan and manage the deployment of resources for the territory through marketing and sales initiatives, in partnership with the division marketing team
Use company resources effectively to drive sales and build our brand, e.g., travel and expense budget to strengthen existing producer relationships and to create new producer relationships
Qualification
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 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 (75%) within the territory
Reside within the assigned territory
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
Give back to your community and double your impact through our company matching
Company
Symetra
Symetra is a financial service company that provides retirement, employee benefits, group life, and disability insurance.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2015-08-11Acquired
2010-01-22IPO
2004-01-01Private Equity
Leadership Team
David Goldstein
Senior Vice President, General Counsel & Secretary
M
Mike DiGioia
Vice President, Communications
Recent News
Morningstar.com
2025-11-24
2025-09-24
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