Regional Vice President, Retirement - Mid-Southern CA - Bank/Wire Channel
Core
Regional Vice President leading annuity wholesaling sales in Southern California, focusing on new producer acquisition and territory growth.
Role type
Senior IC annuity wholesaler (Regional Vice President)
Builds
Annuity sales and market share growth for Symetra
Domain
Insurance / Retirement Products / Financial Services
Required skills
Annuity product knowledge, Territory management, New producer acquisition, Sales process execution, CRM proficiency, Public speaking/Training
Preferred skills
Bank/wirehouse distribution experience, Strategic sales planning, Mentorship
Technologies
Salesforce
Responsibilities
Execute targeted territory sales plans, Conduct product and sales training for financial professionals, Lead group meetings and public seminars, Source leads through Strategic Sales Opportunities, Manage territory zone rotation and coverage, Maintain compliance with FINRA/SEC/DOI policies