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

“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

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

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.

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

We empower inclusion

At Symetra , we aspire to be the most inclusive insurance company in the country. We're building a place where every employee feels valued, respected, and has opportunities to contribute. Inclusion is about recognizing our assumptions, considering multiple perspective, and removing barriers. We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here. Creating a world where more people have access to financial freedom

Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we're guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they're buying, and we design products--and operate our company--to stand the test of time. We're committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom. For more information about our careers visit: Work Authorization

Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company. Please review Symetra 's Remote Network Minimum Requirements: As a remote-first organization committed to providing a positive experience for both employees and customers, Symetra has the following standards for employees' internet connection:

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.

When applying to jobs at Symetra you'll be asked to test your internet speed and confirm that your internet connection meets or exceeds Symetra 's standard as outlined above.

Identity Verification

Symetra is committed to fair and secure hiring practices. For all roles, candidates will be required (after the initial phone screen) to be on video for all interviews. Symetra will take affirmative steps at key points in the process to verify that a candidate is not seeking employment fraudulently, e.g. through use of a false identity.

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