Sales Support Specialist - Retirement - Remote

Symetra; Bellevue (WA); Hybrid; USD 63,039,000 - 103,813,000; Full time

Benefits offered by this job

Flexible full-time or hybrid telecommu

401(k) with company match up to 6%

Paid time away - vacation, sick, flex,

Company matching charitable donations

Job summary

Symetra's Retirement Division seeks a Sales Support Specialist to partner with wholesalers, support product inquiries, and drive territory sales. You will manage illustrations, applications, and marketing orders while supporting campaigns and opportunity identification.

Role emphasizes licensing within 2–4 months and strong communication with advisors. A flexible full-time or hybrid telecommuting arrangement is offered, plus benefits and a 401(k) with company matching.

Qualifications

• High school diploma required, Bachelor's degree or equivalent experience preferred.
• Ability to pass a criminal background check and credit check.
• Ability to learn systems quickly and be sales-driven.
• Interest in growing into an advanced sales role and strong problem solving.

Responsibilities

• Partner with internal and external wholesalers to drive territory sales.
• Assist with product inquiries, illustrations, and scheduling orders for materials.
• Support calling campaigns to launch new products and identify opportunities.
• Monitor progress of sales submissions and keep teams informed.
• Serve as the go-to source on the Sales Desk for product information and service issues.

Skills

Sales aptitude

Customer service

Communication skills

Interpersonal skills

Education

Bachelor's degree or equivalent

Tools

FINRA licensing

SIE

Series 6

Series 63

Life and Disability license

Job description

Are you looking to build a long-term career? Do you love sales? If you answered yes, then read on - we have the role for you at Symetra as a Sales Support Specialist! If you're highly motivated, driven, enjoy building relationships and want to grow, this is an excellent opportunity to join us and take the first step in building a career in the Financial Services industry.

About the role

Our Sales Support Specialists play a key role in the success of our Retirement Division. In this position you'll collaborate with our Internal and External Wholesalers as they establish and build our life insurance and annuity products. Many of them started as Sales Support Specialists and were promoted into the Wholesaler roles as this is a team that strongly believes and follows a promote from within approach. We are hiring year-round for this role and we're always looking for great Sales Support talent to join our team remotely.

We're committed to building a creative, customer-focused and results-driven workforce. Specific licensing is required for this role, but there's nothing to fear. We're here to help you every step of the way, providing you with tools, resources and dedicated study time to be successful. Once you've achieved these milestones, the sky is the limit.

• Life and Disability license to be completed within the first week of start date
• Financial Industry Regulatory Authority (FINRA) to be completed upon hire or obtained within four months of start
• Securities Industry Essentials (SIE)
• Series 6 -- Investment Company and Variable Contracts Products Representative Qualification
• Series 63 -- Uniform Securities State Law

What you will do

• Partner with Internal and External wholesalers to drive and complete territory sales through sales meetings and calls
• Assist with product inquiries and illustrations, updates on pending applications, and fulfill orders for marketing material and sales literature
• Collaborate on calling campaigns to launch new products and identify new sales opportunities
• Research, review and monitor the progress of business/sales submitted through all stages to completion keeping your internal teams and external advisors apprised on the status
• Be the go to source on the Sales Desk assisting our financial advisors and their teams with questions around product information, products rates, illustration requests and service issues.

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 ourSymetra Benefits Overview

Compensation

Hourly Range: $22.00 - $36.23 plus eligibility for annual bonus program

Who you are

• High school diploma required, Bachelor's degree or equivalent experience preferred.
• Ability to pass a criminal background check and credit check
• Ability to learn systems quickly
• An aptitude for sales and desire to grow into an advanced sales role
• Ability to problem solve, think quickly and multi-task
• Strong communication skills and a stickler for attention to detail
• At ease on the phone with both outbound and incoming calls
• Ability to obtain required licensing if not already in hand within 2-4 months of start date
• Strong team orientation, customer focus, and the ability to thrive in a fast paced, results oriented environment where change and yes ambiguity are the norm
• Outstanding service orientation, sense of urgency and a high-level of personal integrity
• Excellent inter-personal skills and the ability to build and foster relationships with your team, internal business partners and external customers
• Complete and pass Life and Disability license exam within the first week of start date

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 clearley 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.

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. by use of a false identity.

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