Regional Vice President - South/Central Florida - Bank/Wire Channel
LOCATION
Central or South Florida
QUALIFICATIONS
College graduate with a degree in a related field or equivalent experience, 5 years of prior wholesaling experience, FINRA 6 or 7, 63 and Life and Health license. Proven sales competence and excellent relationship-building skills are essential.
RESPONSIBILITIES
Create and execute a business plan to increase market share, build and maintain relationships with producers, conduct training and seminars, deploy resources effectively, and comply with all regulatory and company policies.
INDUSTRY
Financial Services
SHORT DESCRIPTION
As a Regional Vice President, you will drive sales and market growth in the retirement sector by building producer relationships while adhering to compliance and business objectives.
Symetra has an exciting opportunity to join our Retirement Sales team as a Regional Vice President based in Central or South Florida!
About the role
The Regional Vice President (RVP) reports to the Divisional Vice President. The RVP receives an annual Incentive Compensation Plan, which articulates the sales goals for the year. The RVP will work closely with the DVP, their aligned Internal Wholesaler, and the Sales Support Specialist to create a targeted sales plan for the territory. 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 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 producer relationships. The position requires 75% field travel to build the relationships necessary to reach sales targets through new producer acquisition and by growing Symetra’s market share in the aligned territory. In addition to one-on-one meetings, the RVPs will lead group meetings, roundtable discussions and public seminars for Financial Professionals, Bankers, and others within the industry. 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.
What you will do
- 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.
Why work at Symetra
“If you want to invest in yourself and build a career, this is a great place to work. If you don't want to put in the effort to learn the industry and become a student of the business (it takes real effort!), there are easier places to work.” Cris H. - VP Internal Sales
“Symetra is inclusive of all employees regardless of their personal differences.” Darrell J. - Actuary III
“Symetra values learning. Symetra has so many resources - whether that is the Student of the Business courses, sponsorship of professional certifications, or just individual employees being so willing to teach and answer questions.” Felicia D. - Financial Reporting Lead Senior Analyst
What we offer you
We don’t take a “one-size-fits-all” approach when it comes to our employees. Our programs are designed to make your life better both at work and at home.
- Flexible full-time or hybrid telecommuting arrangements
- Plan for your future with our 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
- Want more details? Check out our Symetra Benefits Overview
Compensation
Base salary: $60,000 plus eligibility for incentive compensation
Who you are
- 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
We empower inclusion
At Symetra, we’re building a place where every employee feels valued, respected, and has opportunities to contribute. Inclusion is about recognizing our assumptions, considering multiple perspectives, and removing barriers.
We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here.
Creating a world where more people have access to financial freedom
Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we’re guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they’re buying, and we design products—and operate our company—to stand the test of time. We’re committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom.
For more information about our careers visit: https://symetra.eightfold.ai/careers
Work Authorization
Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company.
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