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

Symetra
Orlando
Workplace: HybridFull timeUSD 60,000+ annuallyFunction: Executive & General ManagementEducation: bachelorsSkills: ["Relationship building","Sales presentation","Communication","Negotiation","Mentoring"]

Own territory growth for Symetra’s retirement products by executing an aligned sales plan, increasing brand awareness, and driving market share through new producer acquisition. Partner with internal wholesaling, sales support, and leadership teams to track sales effectiveness metrics, build relationships with financial professionals, and conduct product and sales training. The role requires strong territory management, robust use of Salesforce/CRM and sales data, and adherence to compliance and travel/expense expectations.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Symetra
Symetra
1 month ago

Regional Vice President, Retirement - Northern FL - Bank/Wire 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 territory growth for Symetra’s retirement products by executing an aligned sales plan, increasing brand awareness, and driving market share through new producer acquisition. Partner with internal wholesaling, sales support, and leadership teams to track sales effectiveness metrics, build relationships with financial professionals, and conduct product and sales training. The role requires strong territory management, robust use of Salesforce/CRM and sales data, and adherence to compliance and travel/expense expectations.
Location: Orlando
Workplace: Hybrid
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Sr. Director level

Key Responsibilities

  • •Execute 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 and opportunity assessment to grow sales.
  • •Use sales data and CRM tools to target producer needs and reach sales targets.
  • •Lead product and sales training through seminars, workshops, branch meetings, and group training sessions.
  • •Source leads by completing assigned Strategic Sales Opportunities (SSOs) and adhere to travel and expense budgets.
Travel: Extensive travel

Pay and Benefits

Salary: USD 60,000 annually
Perks:401kCompany MatchingPaid LeavePaid Holidays

Key Requirements

  • •High school diploma required; college graduate with a degree in a related field or equivalent experience.
  • •5 years of prior wholesaling experience in the bank and/or wirehouse distribution channels.
  • •FINRA 6 or 7, 63 and Life and Health license.
  • •Proven sales competence and presentation skills, including ability to grow a region via sales results.
  • •Requires extensive travel (80%) and residing within the assigned territory covering Northern Florida.
Experience:InsuranceRetirement productsAnnuity wholesalingFinancial servicesBank and wirehouse distribution
Education:Bachelor's
Skills:Relationship buildingSales presentationCommunicationNegotiationMentoring
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