Hybrid Wholesaler, Retirement - IA, NE, ND, SD - Bank/Wire Channel

Telecommuter - United States - United StatesRemoteNormalmid

OtherChannel

1 views0 saves0 applied

Apply Now

Quick Summary

Key Responsibilities

$60,000 annual base salary plus eligibility for incentive compensation We empower inclusionAt Symetra, we aspire to be the most inclusive insurance company in the country.

Requirements Summary

As a remote-first organization committed to providing a positive experience for both employees and customers,

Technical Tools

OtherChannel

Symetra has an exciting opportunity to join our Retirement Sales team as a Hybrid Wholesaler, aligned to the Bank/Wire distribution channel covering Iowa, Nebraska, North Dakota and South Dakota!

About the Role

~2 min read

The Hybrid Wholesaler reports to the Divisional Vice President and receives their annual Incentive Compensation Plan, which articulates the sales goals for the year. This wholesaler will work closely with the DVP and Sales Support Specialist to align and execute on a targeted territory sales plan. The wholesaler 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 wholesaler must grow their territory through new producer acquisition. The position requires 25% field travel to in-person meetings with financial professionals and robust experience working with sales data and territory metrics, Salesforce or other CRM tools 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 wholesaler will lead group meetings, roundtable discussions and public seminars for Financial Professionals, Bankers, and others within the Industry. The wholesaler is expected to maintain high professional conduct, ensuring that all FINRA, SEC, Department of Insurance, Symetra Compliance, and Firm policies are strictly adhered to.

Responsibilities

~1 min read

→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 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 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.

What We Offer

~4 min read

“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. - AVP Internal Sales, Training and Development

“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

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

✓Minimum Internet Speed:100 Mbps download and 20 Mbps upload, in alignment with the FCC's definition of "broadband."

✓Internet Type:Fiber, Cable (e.g., Comcast, Spectrum), or DSL.

✓Not Permissible:Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up.

✓Disqualification from the recruitment process

✓Withdrawal of a job offer

✓Termination of employment and other criminal and/or civil remedies, if fraud is discovered