Relationship Manager, Retirement - Annuity IMO Channel

Symetra; United States; Híbrido; USD 90 000 - 110 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Flexible full-time or hybrid telecomm"

401(k) company match up to 6%

Paid time off including vacation ands

Company matching

Resumo da oferta

Symetra seeks a Relationship Manager to develop and nurture operational relationships with Retirement Division distribution partners, driving sales growth while aligning partner needs with Symetra capabilities.

You will work with internal teams to address issues, participate in partner meetings, and prepare monthly summaries for leadership. The role requires substantial experience in insurance and licenses, with flexible full-time or hybrid arrangements.

Qualificações

• High school diploma required.
• BA in liberal arts, business or communications or equivalent work experience required.
• 10–15 years in insurance, banking, brokerage or investments.
• Series 6/63 and Life Insurance License (or willingness to obtain).

Responsabilidades

• Manage and develop operational relationships with Retirement Division distribution partners.
• Collaborate with internal teams to solve partner issues and document resolutions.
• Align partner needs with Symetra capabilities through regular meetings with IMO leaders and back office teams.
• Attend sales and quarterly update meetings for assigned relationships.
• Prepare monthly account summaries and sales analyses for the Channel Vice President.

Conhecimentos

Relationship management

Sales skills

Presentation skills

Training

Formação académica

BA in liberal arts, business or communications

Series 6/63 and Life Insurance License

Descrição da oferta de emprego

Symetra has an exciting opportunity to join our growing Annuity IMO Channel team as a Relationship Manager!

About The Role

As a Relationship Manager, you will manage and develop operational relationships within your aligned Retirement Division distribution partners to drive sales growth for both Symetra and your aligned accounts. You will bring a strong understanding of Symetra products and capabilities and align with partner needs and objectives.

What You Will Do

• Develop thorough understanding of distribution partners’ operational processes including new business processing method, technology, selling agreements, etc.
• Partner with internal teams to solve operational issues from distribution partners based on priority and capacity. Follows up to ensure resolution. Catalogs and documents issue description and resolution outcome.
• Align needs of distribution partner with Symetra capabilities through regular contact and meetings with IMO leaders and back office teams.
• Attend sales meetings and quarterly update meetings for key assigned relationships
• Prepare and submit monthly account summaries and sales analysis submitted to the Channel Vice President each month.
• Develop and adhere to strategic business planning efforts for aligned partners.
• Work with aligned internal partners to support launch of products and services for external partners by participating in various working groups to drive activities and provide needed context
• Work with sales management and external wholesalers to drive sales expansion
• Communicate with external wholesalers, internal wholesalers and sales effectiveness teams to ensure proper account coverage
• Work with the broader relationship management team to share best practices and key strategies

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

"Come hungry. Stay hungry. Symetra is a place where curiosity, continuous learning, and personal growth are truly valued. Don't be afraid to ask questions or challenge yourself- every step you take is worth it. You'll grow into a stronger, more empowered employee at one of the most diverse and equitable companies in the country." - Ashley C., Internal Wholesaler

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: $100,000 plus eligibility for incentive compensation

Who You Are

• High school diploma required
• BA in liberal arts, business or communications - or equivalent work experience required
• 10-15 years in insurance, banking, brokerage or investments
• Relationship Management experience with annuity programs, IMO preferred
• Currently holding Series 6/63 and Life Insurance License (or willingness to obtain)
• Presentation skills; sales and training background; experience with other carriers and on the partner side

We empower inclusion

At Symetra, we aspire to be the most inclusive insurance company in the country. We're building a place where every employee feels valued, respected, and has opportunities to contribute.

Inclusion is about recognizing our assumptions, considering multiple perspective, 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.

Please Review Symetra's Remote Network Minimum Requirements

As a remote-first organization committed to providing a positive experience for both employees and customers, Symetra has the following standards for employees' internet connection:

• 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.

When applying to jobs at Symetra you'll be asked to test your internet speed and confirm that your internet connection meets or exceeds Symetra's standard as outlined above.

Identity Verification

Symetra is committed to fair and secure hiring practices. For all roles, candidates will be required (after the initial phone screen) to be on video for all interviews. Symetra will take affirmative steps at key points in the process to verify that a candidate is not seeking employment fraudulently, e.g. through use of a false identity.

Failure To Comply With Verification Procedures May Result In

• Disqualification from the recruitment process
• Withdrawal of a job offer
• Termination of employment and other criminal and/or civil remedies, if fraud is discovered