Regional Vice President, Retirement - Western FL - Bank/Wire Channel

Symetra
Florida
Workplace: HybridFull timeUSD 60,000+ annuallyFunction: Executive & General ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Communication","Negotiation","Interpersonal skills","Sales presentation","Mentoring","Relationship-building","Training","Adaptability"]

Lead annuity wholesaling efforts across the Western Florida territory by driving a targeted sales plan, growing market share, and acquiring new producers. Partner with internal and sales support teams to execute the Symetra sales process, deliver product and sales training, and manage relationships using sales data and territory metrics (including Salesforce/CRM). Maintain compliance with FINRA, SEC, and insurance regulations while traveling extensively for in-person meetings and leading group seminars.

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Symetra
Symetra
2 months ago

Regional Vice President, Retirement - Western FL - Bank/Wire Channel

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Source: Company careers pageValidated by: Fursa AI
Last checked: 18 hours agoStatus: Live

Job Summary

Lead annuity wholesaling efforts across the Western Florida territory by driving a targeted sales plan, growing market share, and acquiring new producers. Partner with internal and sales support teams to execute the Symetra sales process, deliver product and sales training, and manage relationships using sales data and territory metrics (including Salesforce/CRM). Maintain compliance with FINRA, SEC, and insurance regulations while traveling extensively for in-person meetings and leading group seminars.
Location: Florida
Workplace: Hybrid
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Sr. Director level

Key Responsibilities

  • •Execute the aligned territory business plan to meet activity and sales goals and increase brand awareness and value proposition.
  • •Build and maintain territory coverage and zone rotation to grow sales and market share.
  • •Manage producer relationships and identify producer needs, adhering to Symetra’s sales process.
  • •Provide product and sales training via individual/group sessions, seminars, workshops, and branch meetings.
  • •Source leads through assigned Strategic Sales Opportunities (SSOs) and manage travel and expenses within the budget.
Travel: Extensive travel

Pay and Benefits

Salary: USD 60,000 annually
Perks:401kPaid LeaveRemote WorkFlex Days

Key Requirements

  • •High school diploma required; college graduate with a degree in a related field or equivalent experience.
  • •5 years prior wholesaling experience in bank and/or wirehouse distribution channels.
  • •FINRA 6 or 7, 63, and Life and Health license.
  • •Proven sales competence and presentation skills, including demonstrated success growing a region through sales results.
  • •Experience managing territory execution (zone rotation, opportunity assessment, strategic planning) and sourcing leads; strong communication/negotiation skills.
Experience:5+ yearsAnnuitiesFinancial servicesInsuranceRetirementWirehouseBank distribution
Education:Bachelor's
Skills:CommunicationNegotiationInterpersonal skillsSales presentationMentoringRelationship-buildingTrainingAdaptability
Licenses:FINRA 6FINRA 7FINRA 63Life and Health license
Tech Stack:SalesforceCRM

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Symetra
Provides life insurance, annuities, retirement solutions, and employee benefits to individuals, employers, and financial institutions. Symetra focuses on protecting financial futures through insurance products and retirement services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Growth: Established Company
Headquarters: Bellevue, United States
Founded: 1957
WebsiteLinkedIn