Vice President, Independent Broker Dealer Channel - Retirement Sales

Symetra has an exciting opportunity to join our Retirement Division senior leadership team as a Vice President of the Independent Broker Dealer!

About the role

The Vice President of the Independent Broker Dealer Channel is a member of the Retirement Division senior leadership team and leads efforts of growing Symetra’s presence in the Independent Broker Dealer Channel nationally.

The role reports directly to the Retirement Division SVP of Sales, Distribution and Marketing.

Success will be measured through driving sales within the Independent Broker Dealer Channel. Current tier 1 selling agreements within this channel include:

• LPL
• Advisor Group Network
• Raymond James
• Cetera
• Commonwealth

Note: There are numerous selling agreements beyond Tier 1 firms above

The role by design will take a 'hands-on approach with respect to financial advisor and partner acquisition, expansion & retention. Success will require building and nurturing strong partnerships with key stakeholders on the Partner level such as COI’s ( center of influence) within the broker dealers themselves as well as OSJ’s and other field leadership that enable access and have influence.

This role requires a 'get it done' business-focused executive known as an innovative problem solver who delivers results with strong collaborative leadership.

The Symetra culture and way of doing business demands a strong adherence to compliance and regulatory awareness.

What you will do

As the VP of Independent Broker Dealer Channel, you will focus on the development and execution of a comprehensive growth strategy that includes:

• Driving business activities and coordination that results in an increase of sales and market share within the channel
• Develop long term strategies that position the Symetra brand and its products within the channel
• Attract, develop and retain high performing field wholesalers and staff
• Continually assess and institute best practices that enable field wholesalers to realize month over month growth in their respective territories
• Work directly with Relationship Management to strategize and execute on business plans in line with the distribution partners within the Independent Channel. Examples:

• Segmentation by partners
• Prioritize where and how resources should be spent e.g. costs associated with OSJ meetings, conferences, sponsorships and Symetra’s representation within
• Review current and future selling agreements to ensure they are in line with current goals and success measures
• Constantly evaluate and develop plans related to the competitive landscape i.e. how to compete and win within channel

Why work at Symetra

“If you want to invest in yourself and build a career, this is a great place to work. If you don't want to put in the effort to learn the industry and become a student of the business (it takes real effort!), there are easier places to work.” Cris H. - AVP Internal Sales, Training and Development

“I truly believe there’s something for everyone at Symetra. No matter what your passion is, if you enjoy being part of something bigger than yourself and want to make a meaningful difference, this is the place for you. We’re more than just an insurance company—we’re a community with purpose.” - Joanne S., AVP Compliance

What we offer you

We don’t take a “one-size-fits-all” approach when it comes to our employees. Our programs are designed to make your life better both at work and at home.

• Flexible full-time or hybrid telecommuting arrangements
• Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%
• Paid time away including vacation and sick time, flex days and ten paid holidays
• Give back to your community and double your impact through our company matching
• Want more details? Check out ourSymetra Benefits Overview

Compensation

Base Salary: $200,000 annual base salary plus eligibility for incentive compensation

Who you are

• Minimum 20 years relevant work experience in the insurance and/or financial services industry with a track record of increased responsibilities and success.
• Minimum 7-10 years' sales and marketing leadership experience required.
• Strong knowledge and track record of success within Independent distribution channel.
• Demonstrated strong, current relationships within the Independent Broker Dealer channel.
• Demonstrated success in building sales and distribution
• Strong knowledge of registered investment products, annuity products and how financial professionals use them within client portfolios.
• Demonstrated ability to recruit and retain top selling talent.
• Strong leadership, communication and organizational skills.
• Experienced public speaker; strong presentation skills.
• Ability to drive significant sales and service initiatives.
• Ability to develop and execute organizational strategies.
• Experience driving Diversity, Equity & Inclusion and related corporate culture changing strategies within and beyond immediate team.
• Undergraduate degree required, graduate degree or industry designations e.g. CFP preferred.
• FINRA SIE or Series 7, 63 or 66, 26 or 24 and state life licenses required.

Note: Symetra is not able to have employees hold series 65 as SSI as our broker dealer is not an approved RIA

• Minimum Internet Speed:100 Mbps download and 20 Mbps upload, in alignment with the FCC's definition of "broadband."
• Internet Type:Fiber, Cable (e.g., Comcast, Spectrum), or DSL.
• Not Permissible:Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up.

Identity Verification

• Disqualification from the recruitment process
• Withdrawal of a job offer
• Termination of employment and other criminal and/or civil remedies, if fraud is discovered

Originally posted on Himalayas