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 the Pacific Northwest, Symetra has built a reputation for reliability, customer-centric service, and strong financial stability. With a focus on annuities, retirement planning, and comprehensive benefits packages, Symetra empowers financial professionals and individuals to secure their futures. The company prides itself on fostering a diverse, equitable workplace where curiosity and continuous learning drive success. Symetra's retirement division, in particular, offers robust annuity products designed to meet the evolving needs of advisors and their clients in a competitive market.

Role Overview

The Regional Vice President, Retirement position at Symetra Financial is an exciting opportunity for seasoned annuity wholesalers based in the Chicago area, covering Illinois and Southern Wisconsin. Reporting to the Divisional Vice President, this role involves driving sales growth through targeted territory management, producer acquisition, and execution of Symetra's proven sales process. With 80% field travel, you'll engage financial professionals, bankers, and industry leaders in one-on-one meetings, group seminars, and workshops. This full-time position offers a base salary of $60,000 plus substantial incentive compensation, hybrid work flexibility, and the chance to grow Symetra's market share in retirement products. Ideal for professionals with wholesaling experience in bank and wirehouse channels, this role demands expertise in CRM tools like Salesforce, sales metrics, and regulatory compliance.

Key Responsibilities

As Regional Vice President, Retirement, your primary focus will be achieving sales targets while expanding Symetra's presence in your territory. Key responsibilities include:

• Following the Sales Effectiveness Team's business plan to hit activity metrics, boost brand awareness, and increase market share via new producer appointments.
• Maintaining sound territory coverage with a solid zone rotation to build lasting relationships and drive sales growth.
• Collaborating regularly with your Internal Wholesaler, Sales Support Specialist, Divisional Vice President, and other teams to keep financial professionals updated on products and market enhancements.
• Identifying producer needs quickly and applying Symetra's sales process, including a compelling value proposition, to meet goals.
• Delivering product and sales training through individual sessions, seminars, workshops, branch meetings, and proactive opportunities.
• Sourcing leads by completing assigned Strategic Sales Opportunities and adhering to travel and expense budgets.

Expect robust use of sales data, territory metrics, and CRM systems to foster relationships and ensure compliance with FINRA, SEC, Department of Insurance, and Symetra policies.

Qualifications & Requirements

Symetra seeks candidates who thrive in dynamic environments and bring proven success in financial sales. Required qualifications include:

• High school diploma; college graduate with a degree in a related field or equivalent experience preferred.
• At least 5 years of prior wholesaling experience in bank and/or wirehouse distribution channels.
• Active FINRA Series 6 or 7, Series 63, and Life and Health licenses.
• Demonstrated sales competence, presentation skills, and ability to grow a region as measured by sales results.
• Excellent knowledge of the advisor community and industry trends.
• Strong adaptability to changing environments, relationship-building skills, and expertise in providing training, sales ideas, and mentoring.

Experience with Salesforce or similar CRM tools, sales effectiveness data, and marketing resources is essential for success.

Benefits & Perks

Symetra Financial sets itself apart with employee-focused benefits tailored to enhance work-life balance and long-term security:

• Competitive base salary of $60,000 plus incentive compensation tied to sales performance.
• 401(k) plan with immediate vesting and company matching up to 6%.
• Flexible full-time or hybrid telecommuting arrangements.
• Generous paid time away, including vacation, sick time, flex days, and 10 paid holidays.
• Community impact programs with company matching for charitable giving.
• Access to comprehensive health, wellness, and professional development resources—view the full Symetra Benefits Overview for details.

Career Growth

At Symetra, career advancement is fueled by a culture of continuous learning and personal growth. Employees like Cris H., VP of Internal Sales, emphasize the rewards of investing in yourself: "If you want to build a career, this is a great place." Internal Wholesaler Ashley C. adds, "Come hungry. Stay hungry." Opportunities abound for high performers to take on larger territories, leadership roles, or cross-functional projects within Symetra's retirement, life insurance, and employee benefits divisions. With robust training, mentorship, and sales tools, you'll develop into a stronger professional in one of the most diverse companies in the industry.

Why Join Symetra

Symetra Financial offers more than a job—it's a platform for ambitious professionals to excel in the insurance and financial services sector. Specializing in retirement annuities, life insurance, and employee benefits, Symetra provides the stability of an established company with the agility to innovate. Join a team that values high professional conduct, teamwork, and results-driven strategies. In this Regional Vice President role, you'll contribute to meaningful financial security for clients while enjoying premium benefits, uncapped earning potential through incentives, and a supportive environment that celebrates diversity and equity. Symetra's commitment to its people and products makes it the ideal choice for wholesalers ready to elevate their careers.

Role FAQs

What is the travel requirement?

Approximately 80% field travel for in-person meetings, seminars, and territory coverage in Illinois and Southern Wisconsin.

What licenses are required?

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

Is this a remote role?

Hybrid telecommuting is available with flexible full-time arrangements, based in the Chicago area.

What is the compensation structure?

$60,000 base salary plus incentive compensation based on sales goals.

How does Symetra support professional development?

Through sales training, marketing resources, CRM tools, and collaboration with leadership teams for ongoing growth.