RVP - National Accounts, Annuity IMO Channel

Symetra has an exciting opportunity for an annuity wholesaler covering our IMO channel accounts!

The Regional Vice President, IMO Annuities reports to the VP, IMO Channel. The RVP will work closely with the VP, their aligned Internal Wholesaler, and the Sales Support Specialist to align and execute on a targeted territory annuity sales plan. 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 accounts and 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 IMO account acquisition. The position requires 80% field travel to in-person meetings, training events, conferences and industry meetings with IMO partners and financial professionals. Robust experience working with sales data and territory metrics, Salesforce or other CRM tools to build account relationships is necessary to reach sales targets through key account growth and recruiting in the aligned territory. 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.

• →Build, maintain and grow IMO key account relationships through account management and wholesale activities.
• →Develop business plans with key accounts that grow Symetra partnership and market share. Identify and target account needs and opportunities while adhering to Symetra’s sales process to achieve sales goals.
• →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 key account growth and recruiting. The business plan could be modified occasionally and based on advice from your VP, the Sales Effectiveness team and the Retirement Division Leadership Team in order to meet business demands.
• →Engage in regular and consistent teamwork with the IW, SSS, VP, Relationship Manager (RM), and the Sales Effectiveness team to keep your key accounts informed of market and product enhancements and the value Symetra offers their customers.
• →Conduct product and sales training through opportunities such as individual and group training sessions, seminars, workshops, and proactively uncovering other opportunities.
• →Prepare and maintain account profiles and activity reports for territory.
• →Adhere to aligned territory Travel and Expense (T&E) budget.