Hybrid Wholesaler, Retirement - IA, NE, ND, SD
Core
Lead sales strategy and execution for Symetra's retirement products across Iowa, Nebraska, North Dakota, and South Dakota by managing territory coverage, training financial professionals, and driving new producer acquisition.
Role type
Senior IC Retirement Wholesaler (Bank/Wirehouse channels)
Builds
Retirement insurance products and annuities for financial professionals and their clients
Domain
Financial Services / Retirement Planning / Insurance
Required skills
Territory management, new producer acquisition, sales training, CRM proficiency, strategic planning, zone rotation, market share growth, compliance adherence, public speaking/seminar leadership
Preferred skills
Experience in bank and wirehouse distribution channels, strong negotiation skills, ability to balance multiple priorities, deep knowledge of the advisor community
Technologies
Salesforce, CRM tools
Responsibilities
Execute targeted territory sales plans, conduct product and sales training for financial professionals, source leads through strategic sales opportunities, manage territory travel and expense budgets, grow market share through new producer appointments, lead group meetings and public seminars
Seniority
Senior, hands-on IC