Regional VP, Retirement Sales – VA

Symetra Financial Corporation; Virginia; Hybride; USD 60 000 - 90 000; Plein temps

Résumé du poste

Symetra Financial Corporation is seeking a Regional Vice President of Retirement to lead the Virginia market. The role focuses on growing producer relationships, delivering retirement solutions, and executing a targeted territory plan through the bank and wire channels.

Expect extensive field travel (80%) and use of CRM tools to drive sales and market share while maintaining FINRA and regulatory compliance.

Qualifications

• High school diploma 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 constantly 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, covering Washington and Oregon

Responsabilités

• 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.
• 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.

Connaissances

Sales competence

Presentation skills

Communication skills

Interpersonal skills

Negotiation skills

Formation

High school diploma

College degree or equivalent

Outils

Salesforce CRM

Description du poste

Symetra Financial Corporation is seeking a Regional Vice President of Retirement to lead the Virginia market. The role focuses on growing producer relationships, delivering retirement solutions, and executing a targeted territory plan through the bank and wire channels.

Expect extensive field travel (80%) and use of CRM tools to drive sales and market share while maintaining FINRA and regulatory compliance.