Relationship Manager, Retirement - Annuity IMO Channel
Core
Manage and develop operational relationships with Retirement Division distribution partners to drive sales growth for Symetra annuity products.
Role type
Senior Relationship Manager (Annuity/IMO Channel)
Builds
Sales growth and operational alignment for distribution partners
Domain
Insurance / Retirement Annuities
Deliverable
client delivery
Required skills
Relationship management, sales expansion, strategic business planning, operational process understanding, cross-functional collaboration, data analysis
Preferred skills
Annuity program experience, IMO channel experience, wholesaler management, product launch support
Technologies
CRM systems, sales analysis tools
Responsibilities
Develop understanding of distribution partners' operational processes, partner with internal teams to resolve operational issues, align partner needs with Symetra capabilities, attend sales and quarterly update meetings, prepare monthly account summaries and sales analysis, develop strategic business planning efforts, support product and service launches, drive sales expansion with wholesalers, communicate with wholesalers and sales teams, share best practices with the relationship management team
Seniority
Senior, hands-on IC