Regional Vice President, Retirement - WA/OR - Bank/Wire Channel
Core
Lead sales strategy and execution for Symetra's retirement products across the Washington and Oregon territory, focusing on new producer acquisition and market share growth.
Role type
Senior Regional Vice President (Annuity Wholesaler)
Builds
Retirement annuity products for financial professionals and banks
Domain
Financial Services / Insurance / Retirement Planning
Deliverable
client delivery
Required skills
Annuity product knowledge, territory management, new producer acquisition, sales data analysis, CRM proficiency, public speaking, team leadership, compliance adherence
Preferred skills
Bank and wirehouse distribution experience, strategic sales planning, mentoring
Technologies
Salesforce
Responsibilities
Execute targeted territory sales plans, conduct product training for financial professionals, manage territory zone rotation, source leads via Strategic Sales Opportunities, lead group meetings and seminars, maintain compliance with FINRA/SEC/DOI policies
Seniority
Senior, hands-on IC with leadership responsibilities