Symetra

3 weeks ago

RVP - National Accounts, Annuity IMO Channel

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Own IMO annuity wholesale sales for a targeted U.S. territory by building and growing key account relationships and acquiring new IMO accounts. Develop and execute territory business plans using sales effectiveness data and CRM-driven account relationships, while leading training and coordinating with internal sales support teams. Lead with a strong sales process and value proposition, maintain compliance with FINRA/SEC and state insurance requirements, and travel extensively for in-person meetings and events.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Design (Product/UX/UI/Visual)

Seniority: Sr. Director level

Key Responsibilities

•Build, maintain, and grow IMO key account relationships through account management and wholesale activities.
•Develop and execute territory business plans to grow partnership and market share while targeting account needs and opportunities.
•Achieve activity metrics and increase brand awareness and value proposition through key account growth and recruiting.
•Coordinate regularly with internal stakeholders to keep key accounts informed of market and product enhancements.
•Conduct product and sales training and maintain account profiles and activity reports, while adhering to territory budget and compliance requirements.

Travel: Extensive travel

Pay and Benefits

Salary: USD 130,000 annually

Perks:401kCompany MatchingPaid LeaveSick TimePaid HolidaysFlex DaysRemote Work

Key Requirements

•10 years of prior annuity wholesaling experience in the IMO distribution channel.
•High school diploma required; college graduate with a related degree or equivalent experience.
•FINRA 6 or 7 and FINRA 63, plus Life and Health license (or willingness to obtain).
•Proven sales competence and presentation skills, with demonstrated ability growing account relationships to meet goals.
•Strong territory management experience, including coverage, opportunity assessment, and strategic planning using sales data/metrics and CRM tools (e.g., Salesforce).

Experience:10+ yearsInsuranceAnnuityFinancial servicesSalesWholesale

Education:Bachelor's

Skills:Account managementTerritory managementSales executionCommunicationRelationship building

Licenses:FINRA 6FINRA 7FINRA 63Life and Health license

Certifications:FINRA 6FINRA 7FINRA 63Life and Health license

Tech Stack:SalesforceCRMMarketing toolsSales Effectiveness data

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

Website LinkedIn

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Symetra

3 weeks ago

RVP - National Accounts, Annuity IMO Channel

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Design (Product/UX/UI/Visual)

Seniority: Sr. Director level

Key Responsibilities

•Build, maintain, and grow IMO key account relationships through account management and wholesale activities.
•Develop and execute territory business plans to grow partnership and market share while targeting account needs and opportunities.
•Achieve activity metrics and increase brand awareness and value proposition through key account growth and recruiting.
•Coordinate regularly with internal stakeholders to keep key accounts informed of market and product enhancements.
•Conduct product and sales training and maintain account profiles and activity reports, while adhering to territory budget and compliance requirements.

Travel: Extensive travel

Pay and Benefits

Salary: USD 130,000 annually

Perks:401kCompany MatchingPaid LeaveSick TimePaid HolidaysFlex DaysRemote Work

Key Requirements

•10 years of prior annuity wholesaling experience in the IMO distribution channel.
•High school diploma required; college graduate with a related degree or equivalent experience.
•FINRA 6 or 7 and FINRA 63, plus Life and Health license (or willingness to obtain).
•Proven sales competence and presentation skills, with demonstrated ability growing account relationships to meet goals.
•Strong territory management experience, including coverage, opportunity assessment, and strategic planning using sales data/metrics and CRM tools (e.g., Salesforce).

Experience:10+ yearsInsuranceAnnuityFinancial servicesSalesWholesale

Education:Bachelor's

Skills:Account managementTerritory managementSales executionCommunicationRelationship building

Licenses:FINRA 6FINRA 7FINRA 63Life and Health license

Certifications:FINRA 6FINRA 7FINRA 63Life and Health license

Tech Stack:SalesforceCRMMarketing toolsSales Effectiveness data

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Symetra

Industry: Insurance

Company Size: Enterprise (1,001+ employees)

Growth: Established Company

Headquarters: Bellevue, United States

Founded: 1957

Website LinkedIn