Symetra · 23 hours ago
Regional Vice President - Southeast Florida - Retirement - Bank/Wire Channel
United States
Full-time
Remote
Mid, Senior Level
5+ years expSymetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. The Regional Vice President (RVP) is responsible for executing a targeted territory sales plan, building relationships with financial professionals, and growing market share through new producer acquisition.
Financial ServicesHealth InsuranceInsuranceLife Insurance
No H1B
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
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 (80%) 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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