About Symetra Financial

Symetra Financial is a leading insurance and financial services company dedicated to providing innovative solutions in life insurance, retirement products, and employee benefits. Headquartered in Bellevue, Washington, Symetra has built a reputation for reliability and customer-centric services since its founding. With a strong focus on annuities and retirement planning, Symetra empowers financial professionals and individuals to secure their financial futures. The company prides itself on fostering a collaborative environment where driven professionals can thrive, supported by robust resources, cutting-edge technology, and a commitment to compliance with FINRA, SEC, and industry standards.

Role Overview

As a Regional Vice President - Retirement at Symetra Financial, you will play a pivotal role in expanding our presence in the retirement annuity market. Reporting to the Divisional Vice President, this position involves developing and executing sales strategies within an assigned territory in the United States. With a base salary of $60,000 plus a performance-driven incentive compensation plan, you will have the opportunity to maximize earnings through achieving sales targets. Expect 75% field travel to cultivate relationships with financial professionals, bankers, and producers. This full-time role offers flexible or hybrid telecommuting options, allowing you to balance territory demands with work-life integration. Ideal for seasoned wholesalers with a passion for retirement products, this position demands strategic planning, relationship building, and unwavering adherence to Symetra's sales process.

Key Responsibilities

Your day-to-day will center on driving sales growth and enhancing Symetra's brand in your territory. Key responsibilities include:

• Creating a comprehensive business plan to boost sales, brand awareness, and market share, incorporating input from Divisional Vice President, Sales Effectiveness team, and Retirement Division Leadership.
• Building and nurturing strong relationships with new and existing producers, Internal Wholesalers, and Sales Effectiveness teams to meet sales goals.
• Identifying producer needs swiftly and applying Symetra's sales process, including a compelling value proposition, to close deals.
• Delivering product and sales training via one-on-one sessions, group meetings, seminars, workshops, and branch events.
• Strategically deploying marketing and sales resources in collaboration with the division marketing team, optimizing travel and expense budgets to forge new producer relationships.

Travel and Compliance

With 75% travel required, you must reside within the assigned territory and maintain the highest standards of professional conduct, strictly following FINRA, SEC, Department of Insurance, Symetra Compliance, and firm policies.

Qualifications & Requirements

Symetra seeks candidates who bring proven expertise to the table. Essential qualifications include:

• College degree in a related field or equivalent professional experience.
• At least 5 years of wholesaling experience in bank and/or wirehouse distribution channels.
• Active FINRA Series 6 or 7, Series 63, and Life and Health licenses.
• Demonstrated sales success, including territory growth measured by results, excellent presentation skills, and negotiation prowess.
• Deep knowledge of the advisor community, retirement products, and ability to adapt to dynamic market conditions.
• Strong territory management skills, including zone rotation, opportunity assessment, and strategic planning.
• History of producer contacts in the territory, excellent communication, and the ability to mentor and provide sales ideas.
• Willingness to travel extensively (75%) and balance multiple priorities to meet production and marketing objectives.

Benefits & Perks

Symetra Financial prioritizes employee well-being with tailored programs that enhance life both at work and home:

• Competitive base salary of $60,000 plus incentive compensation tied to sales performance.
• Flexible full-time or hybrid telecommuting arrangements to suit your lifestyle.
• Robust 401(k) plan with immediate vesting and company matching up to 6%.
• Generous paid time off, including vacation, sick time, flex days, and 10 paid holidays.
• Community impact program with company matching to double your charitable contributions.

Explore more in Symetra's comprehensive Benefits Overview.

Career Growth

At Symetra, career advancement is driven by performance and initiative. As a Regional Vice President, you'll collaborate with senior leadership, gaining exposure to strategic decision-making and retirement division insights. Success in sales opens doors to higher roles like Divisional Vice President, with opportunities for professional development through training, technology adoption, and market analysis. Symetra invests in your growth, providing sales effectiveness data, marketing tools, and mentorship to help you exceed targets and build a lasting career in financial services.

Why Join Symetra

Joining Symetra means aligning with a company that values innovation in life insurance, retirement annuities, and employee benefits. Our non-one-size-fits-all approach ensures you have the tools— from digital marketing resources to internal support teams—to succeed. With a focus on work-life balance, competitive compensation, and a culture of compliance and excellence, Symetra offers stability and upside in the dynamic insurance sector. Be part of a team that's growing market share and empowering financial professionals nationwide.

Role FAQs

What is the travel requirement?

The role requires 75% field travel within your assigned territory to build producer relationships and conduct meetings.

What licenses are needed?

FINRA Series 6 or 7, Series 63, and Life and Health licenses are required.

Is remote work possible?

Yes, flexible full-time or hybrid telecommuting is available, provided you reside in the territory.

How is compensation structured?

$60,000 base salary plus an annual Incentive Compensation Plan based on sales goals.

What products will I promote?

Primarily Symetra's retirement annuities, with training provided on features, marketing, and value propositions.