Symetra · 13 hours ago

AVP - Advance Markets Compliance

United States

Full-time

Remote

Mid, Senior Level

$147K/yr - $245K/yr

5+ years exp

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Financial ServicesHealth Insurance

Growth Opportunities

No H1B

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Responsibilities

Research, analyze, evaluate and contribute to the development of new sales concepts, products and services, addressing needs of the advanced markets producer and their customer supporting Symetra's advanced marketing efforts in collaboration with the Law and Tax Departments.

Benchmarks competitor/peer companies’ advanced marketing services and methodologies.

Provide technical expertise to compliance staff, sales management teams and Symetra's distribution representatives information concerning sales product opportunities, risks and challenges to advanced markets consumers.

Assess external advanced marketing software, materials and services for possible utilization by staff.

Develop internal and external financial professionals' and compliance professionals' working knowledge of distribution’s products, illustration software and presentation techniques.

Maintain presence in the greater estate and business planning community.

Strengthen relationships with field forces serving clients in a prompt, professional style.

Encourage advanced marketing team to develop internal and external relationships and to provide accurate and timely service and support.

Develop and present advanced marketing training and sales materials at Symetra-sponsored or external business partners' meetings and seminars including all applicable travel.

Participate in product development process by providing feedback from working relationships with producers.

Provide information on product needs, product competition, computer needs, peer companies, market niche and other internal Symetra administrative services including underwriting and client service.

Qualification

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Advanced markets experienceFINRA Series 7 licenseAnnuity knowledgeLife insurance knowledgePowerPoint proficiencyExcel proficiencyWord proficiencySales training developmentMarket analysisRelationship management

Required

Bachelor’s degree required

At least 5 years experience in advanced markets in the life insurance/financial services industry or related retirement, business or estate planning experience

FINRA Series 7 license

Strong knowledge of annuity and life insurance product and industry knowledge including sales, marketing and operations

Executive-level proficiency with PowerPoint, Excel and Word

Demonstrated skills in organization, accuracy and attention to detail