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, customer-centric service, and strong financial stability. With a focus on annuities, fixed indexed annuities, and retirement planning, Symetra empowers financial professionals and individuals to secure their financial futures. The company prides itself on fostering a diverse, equitable workplace where curiosity and continuous learning drive success. Symetra's retirement division is at the forefront of the industry, offering robust products and marketing resources to help advisors grow their practices.

Role Overview

The Regional Vice President - Retirement - Texas - Independent Channel is a dynamic sales leadership role within Symetra's retirement division. Reporting to the Divisional Vice President, this position is ideal for seasoned annuity wholesalers with a passion for territory development and producer relationships. Based in Texas, the RVP will drive sales growth through the independent channel, leveraging Symetra's retirement products, sales processes, and technology tools. With 80% field travel, this role demands high energy, strategic planning, and a commitment to achieving sales targets via new producer acquisition and market share expansion. Base salary starts at $60,000, complemented by a performance-driven incentive compensation plan.

Key Focus Areas

Success in this role hinges on mastering Symetra's sales process, utilizing CRM tools like Salesforce, and executing a targeted territory plan. RVPs collaborate with internal wholesalers, sales support specialists, and leadership to maximize opportunities in the competitive Texas market.

Key Responsibilities

As RVP, you will play a pivotal role in Symetra's growth strategy. Responsibilities include following the Sales Effectiveness Team's business plan to hit activity metrics, both in-person and virtual, while boosting brand awareness. Build lasting relationships with financial professionals through consistent zone rotation and territory coverage. Team up regularly with internal partners to keep producers updated on product enhancements and Symetra's value proposition. Identify producer needs swiftly, deliver tailored sales training via seminars, workshops, and one-on-one sessions, and source leads through Strategic Sales Opportunities (SSOs). Maintain strict adherence to travel and expense budgets, FINRA, SEC, and Symetra compliance policies, ensuring professional conduct at all times.

Qualifications & Requirements

Symetra seeks proven performers with a college degree in a related field or equivalent experience. Candidates must have at least 5 years of wholesaling experience in bank or wirehouse distribution channels, along with FINRA Series 6 or 7, Series 63, and Life and Health licenses. Demonstrated sales competence, exceptional presentation skills, and a track record of growing regions through measurable sales results are essential. Deep knowledge of the advisor community, adaptability to changing environments, and strong territory management skills—including zone rotation, opportunity assessment, and strategic planning—are required. Experience with sales data, CRM tools, and mentoring financial professionals will set you apart.

Licensing and Travel

This role requires robust field presence with 80% travel across Texas for in-person meetings, group events, and seminars. Proficiency in Salesforce or similar CRM systems is critical for tracking metrics and building relationships.

Benefits & Perks

Symetra offers a tailored approach to employee well-being, rejecting one-size-fits-all policies. Enjoy flexible full-time or hybrid telecommuting arrangements to balance work and life. Plan for retirement with a 401(k) featuring immediate vesting and company matching up to 6%. Take advantage of generous paid time away, including vacation, sick time, flex days, and ten paid holidays. Give back through community programs with doubled impact via company matching. Explore the full Symetra Benefits Overview for more details on health coverage, wellness programs, and professional development resources.

Career Growth

At Symetra, career advancement is fueled by effort and curiosity. As quoted by VP Internal Sales Cris H., "If you want to invest in yourself and build a career, this is a great place to work." Internal Wholesaler Ashley C. adds, "Come hungry. Stay hungry. Symetra values continuous learning and personal growth." This RVP role offers a platform to hone sales leadership, expand industry expertise, and progress within the retirement division. With access to sales effectiveness data, marketing tools, and leadership mentorship, high performers can scale to divisional roles and beyond.

Why Join Symetra

Symetra stands out in the insurance and financial services sector for its commitment to employee empowerment and innovation in retirement solutions. Join a company where your sales acumen directly impacts market share growth in Texas's independent channel. Benefit from a supportive team structure, cutting-edge resources, and a culture that rewards initiative. Symetra's focus on life insurance, retirement annuities, and employee benefits positions you at the intersection of financial security and professional success. With a stable, growing organization, this is your opportunity to thrive in a high-impact role.

Role FAQs

What is the travel requirement?

Expect 80% field travel for in-person meetings, seminars, and events across Texas.

What licenses are needed?

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

Is this a remote role?

Hybrid telecommuting is available, with significant field presence required.

What is the compensation structure?

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

How does Symetra support sales success?

Through aligned business plans, internal wholesaler support, CRM tools, and comprehensive training resources.