Vice President, Independent Broker Dealer Channel - Retirement Sales

Symetra
United States
Workplace: HybridFull timeUSD 200,000+ annuallyFunction: Executive & General ManagementExperience: 20+ yearsEducation: bachelorsSkills: ["Leadership","Communication","Organizational skills","Problem-solving","Collaboration","Strategic thinking","Recruiting"]

Lead Symetra’s Retirement Division efforts to grow the Independent Broker Dealer Channel nationally. Own a hands-on strategy to increase sales and market share, develop long-term channel positioning, and attract, develop, and retain top field talent. Partner with Relationship Management to execute business plans, segment by partners, evaluate selling agreements, and assess competitive landscape—while maintaining strong compliance and regulatory awareness.

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Symetra
Symetra
2 weeks ago

Vice President, Independent Broker Dealer Channel - Retirement Sales

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Last checked: 9 hours agoStatus: Live

Job Summary

Lead Symetra’s Retirement Division efforts to grow the Independent Broker Dealer Channel nationally. Own a hands-on strategy to increase sales and market share, develop long-term channel positioning, and attract, develop, and retain top field talent. Partner with Relationship Management to execute business plans, segment by partners, evaluate selling agreements, and assess competitive landscape—while maintaining strong compliance and regulatory awareness.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Sr. Director level

Key Responsibilities

  • •Drive development and execution of a comprehensive growth strategy to increase sales and market share in the Independent Broker Dealer Channel.
  • •Develop long-term strategies to position Symetra’s brand and products within the channel.
  • •Attract, develop, and retain high-performing field wholesalers and staff.
  • •Continually assess and implement best practices to support month-over-month growth in wholesalers’ territories.
  • •Work with Relationship Management to strategize and execute distribution partner business plans, including segmentation, resource prioritization, selling agreement review, and competitive evaluations.

Pay and Benefits

Salary: USD 200,000 annually
Perks:401kPaid Leave

Key Requirements

  • •Minimum 20 years of relevant work experience in the insurance and/or financial services industry, with a track record of increasing responsibilities and success.
  • •7–10 years of sales and marketing leadership experience.
  • •Strong knowledge of and success within the Independent distribution channel, including demonstrated current relationships.
  • •Strong knowledge of registered investment products and annuity products and how financial professionals use them in client portfolios.
  • •Undergraduate degree required; graduate degree or industry designations (e.g., CFP) preferred; FINRA SIE or Series 7, 63 or 66, 26 or 24 and state life licenses required.
Experience:20+ yearsInsuranceFinancial servicesBroker-dealerAnnuityRegistered investment products
Education:Bachelor's
Skills:LeadershipCommunicationOrganizational skillsProblem-solvingCollaborationStrategic thinkingRecruiting
Licenses:State life licenses
Certifications:CFPFINRA SIESeries 7Series 63Series 66Series 26Series 24

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