Jobs · Sales

Internal Wholesaler, Retirement

Symetra · United States · 1 mo ago
RemoteRemoteSales$55k/yrFull-time

About the role

Symetra has an exciting opportunity to join our Retirement Sales team as an Internal Wholesaler! As an Internal Wholesaler, you are responsible for establishing, building, maintaining and growing relationships for Symetra’s annuity products in geographic territories across the U.S. The Internal Wholesaler will have flexible hours, a flat management structure providing regular exposure to Senior Management, and a strong promote-from-within philosophy. This role will be focused on our Independent channel within Retirement Sales.

What You Will Do

  • Make extensive outbound sales calls to financial advisors to broaden awareness to our products.
  • Meet and exceed sales goals by selling to financial advisors.
  • Set appointments to ensure External Wholesaler has appropriate number of qualified leads needed to meet monthly sales call goals.
  • Maintain sales team relationships through agreed-upon, scheduled call rotations.
  • Work with other departments in a collaborative manner to facilitate results.
  • Engage cross-team resources to bring quick and effective resolution to sales and service issues that clients may have.
  • Perform relationship recovery and problem resolution when issues arise with clients i.e. the financial advisor.
  • Educate clients with thought leadership offered by Symetra. This comes by way of conference calls, direct phone calls and Teams meetings. While not product specific per se, this offering strengthens Symetra's value proposition to financial advisors and their distributors.

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

"Symetra is inclusive of all employees regardless of their personal differences."

Darrell J. - Actuary III

"Symetra values learning. Symetra has so many resources - whether that is the Student of the Business courses, sponsorship of professional certifications, or just individual employees being so willing to teach and answer questions."

Felicia D. - Financial Reporting Lead Senior Analyst

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

$55,000 annual base salary plus eligibility for Incentive Compensation

Who You Are

  • Sales experience within or directly related to Banks.
  • A background in wholesale distribution e.g. internal, hybrid or external wholesaling roles.
  • Bachelor's degree or equivalent experience.
  • FINRA Series 6 or Series 7 registration required.
  • Life and Disability insurance license required.
  • Strong communication skills.
  • Excellent time management skills.
  • Strong phone skills.
  • Team player.
  • Effective at building relationships that generate results.

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 perspectives, 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.

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).

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

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. Failure To Comply With Verification Procedures May Result In Disqualification from the recruitment process Withdrawal of a job offer Termination of employment and other criminal and/or civil remedies, if fraud is discovered

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