Regional Vice President, Retirement - WA/OR - Bank/Wire Channel

Symetra
Washington, Oregon
Workplace: HybridFull timeUSD 60,000+ annuallyFunction: Executive & General ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Relationship building","Communication","Presentation","Negotiation","Interpersonal skills"]

Lead territory sales for retirement annuity wholesaling across Washington and Oregon, partnering with internal wholesalers, sales support, and the sales effectiveness team to execute an annual business plan. Own producer acquisition and growth through zone rotation, relationship building, and strategic opportunity sourcing. Deliver product and sales training, run seminars and group meetings, and ensure strict adherence to FINRA, SEC, insurance department, and company compliance requirements while traveling extensively within the territory.

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Symetra
Symetra
1 week ago

Regional Vice President, Retirement - WA/OR - Bank/Wire Channel

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Last checked: 3 hours agoStatus: Live

Job Summary

Lead territory sales for retirement annuity wholesaling across Washington and Oregon, partnering with internal wholesalers, sales support, and the sales effectiveness team to execute an annual business plan. Own producer acquisition and growth through zone rotation, relationship building, and strategic opportunity sourcing. Deliver product and sales training, run seminars and group meetings, and ensure strict adherence to FINRA, SEC, insurance department, and company compliance requirements while traveling extensively within the territory.
Location: Washington, Oregon
Workplace: Hybrid
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Sr. Director level

Key Responsibilities

  • •Follow the aligned territory business plan to achieve activity metrics and increase market share through new producer appointments.
  • •Build and maintain territory coverage using zone rotation; engage in consistent teamwork with internal partners to keep financial professionals informed.
  • •Conduct product and sales training via individual and group sessions, seminars, workshops, and branch meetings.
  • •Source leads by completing assigned Strategic Sales Opportunities (SSOs) and adhere to territory travel and expense (T&E) budget.
  • •Lead group meetings, roundtables, and public seminars while ensuring compliance with FINRA, SEC, Department of Insurance, and Symetra policies.
Travel: Extensive travel

Pay and Benefits

Salary: USD 60,000 annually
Perks:401kRemote WorkPaid Leave

Key Requirements

  • •College graduate; degree in a related field or equivalent experience required.
  • •5 years of prior wholesaling experience in bank and/or wirehouse distribution channels.
  • •FINRA 6 or 7 and 63, plus a Life and Health license.
  • •Proven sales competence and presentation skills with demonstrated ability to grow a region and meet sales goals.
  • •Excellent knowledge of the advisor community and industry, with strong territory management (zone rotation, opportunity assessment, strategic planning).
Experience:5+ yearsRetirementAnnuityFinancial servicesInsuranceWholesaling
Education:Bachelor's
Skills:Relationship buildingCommunicationPresentationNegotiationInterpersonal skills
Licenses:FINRA 6FINRA 7FINRA 63Life and Health license
Certifications: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