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 their clients to achieve long-term security. The company serves millions through its robust distribution channels, including banks, wirehouses, and independent advisors. Symetra's commitment to diversity, equity, and inclusion creates an environment where employees thrive, backed by comprehensive benefits and a culture of continuous learning.

Role Overview

The Regional Vice President - Retirement position at Symetra Financial is an exciting opportunity for seasoned annuity wholesalers in Western Pennsylvania, West Virginia, or Eastern Ohio. Reporting to the Divisional Vice President, this role focuses on the bank and wirehouse distribution channels. With a base salary of $60,000 plus substantial incentive compensation, the RVP drives sales growth through targeted territory management, producer acquisition, and execution of Symetra's sales process. Expect 80% field travel for in-person meetings, leveraging CRM tools like Salesforce to build relationships and hit sales targets. This full-time, hybrid-eligible position demands FINRA-licensed professionals ready to lead seminars, trainings, and roundtables while strictly adhering to regulatory compliance.

Key Impact Areas

As RVP, you'll align with internal wholesalers, sales support, and leadership to maximize Symetra's retirement product penetration. Success is measured by sales results, market share growth, and producer appointments in a dynamic, competitive landscape.

Key Responsibilities

In this high-impact role, you'll follow a data-driven business plan from the Sales Effectiveness Team to achieve activity metrics, both in-person and virtual. Responsibilities include:

• Building and maintaining relationships with financial professionals through consistent territory coverage and zone rotation.
• Collaborating with internal wholesalers, sales support specialists, and divisional leadership to promote product enhancements and Symetra's value proposition.
• Identifying producer needs and applying Symetra's sales process to close deals and exceed goals.
• Delivering product and sales training via individual sessions, group workshops, branch meetings, and public seminars.
• Sourcing leads through Strategic Sales Opportunities (SSOs) and managing travel & expense budgets effectively.
• Growing the territory by acquiring new producers and increasing Symetra's brand awareness in the bank/wire channel.

Robust experience with sales data, territory metrics, and CRM systems is essential for tracking progress and optimizing performance.

Qualifications & Requirements

Symetra seeks top talent with a proven track record in retirement sales. Required qualifications include:

• College degree in a related field or equivalent professional experience.
• Minimum 5 years of wholesaling experience in bank and/or wirehouse distribution channels.
• Active FINRA Series 6 or 7, Series 63, and Life & Health licenses.
• Demonstrated sales competence, presentation skills, and ability to grow regions based on measurable results.
• Deep knowledge of the advisor community, industry trends, and adaptability to changing environments.
• Strong relationship-building skills, with proficiency in providing training, sales ideas, and leveraging marketing resources.

Candidates must maintain high professional conduct, complying with FINRA, SEC, Department of Insurance, and Symetra policies.

Benefits & Perks

Symetra offers a tailored benefits package designed to support your professional and personal life:

• Competitive base salary of $60,000 plus performance-based incentive compensation.
• 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 giving program with company matching to double your impact.

Explore more at Symetra's Benefits Overview for additional wellness programs and family support.

Career Growth

At Symetra, career advancement is fueled by curiosity and effort. 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 wholesalers like Ashley C. emphasize the value of continuous learning in a diverse, equitable environment. RVPs gain exposure to senior leadership, sales effectiveness teams, and national strategies, positioning them for divisional roles or broader retirement division opportunities. Symetra invests in your growth through training, technology tools, and mentorship.

Why Join Symetra

Symetra stands out in the insurance and financial services sector for its focus on retirement security, innovative products, and employee empowerment. Join a company where your sales expertise directly impacts financial professionals and their clients' futures. With a supportive team, cutting-edge resources, and a culture that rewards hunger for success, Symetra offers stability and upside in a thriving industry. Be part of a firm recognized for diversity and professional development.

Role FAQs

What is the travel requirement?

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

What licenses are required?

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

Is this a remote role?

Hybrid telecommuting is available, based in Western PA, WV, or Eastern OH.

How is compensation structured?

$60,000 base plus incentive plan tied to sales goals.

What products will I promote?

Symetra's retirement annuities and related solutions in bank/wire channels.