Relationship Manager, Retirement - Annuity IMO Channel

About the role

As a Relationship Manager, you will manage and develop operational relationships within your aligned Retirement Division distribution partners to drive sales growth for both Symetra and your aligned accounts. You will bring a strong understanding of Symetra products and capabilities and align with partner needs and objectives.

Responsibilities

• Develop thorough understanding of distribution partners’ operational processes including new business processing method, technology, selling agreements, etc.
• Partner with internal teams to solve operational issues from distribution partners based on priority and capacity. Follows up to ensure resolution.
• Catalogs and documents issue description and resolution outcome.
• Align needs of distribution partner with Symetra capabilities through regular contact and meetings with IMO leaders and back office teams.
• Attend sales meetings and quarterly update meetings for key assigned relationships.
• Prepare and submit monthly account summaries and sales analysis submitted to the Channel Vice President each month.
• Develop and adhere to strategic business planning efforts for aligned partners.
• Work with aligned internal partners to support launch of products and services for external partners by participating in various working groups to drive activities and provide needed context.
• Work with sales management and external wholesalers to drive sales expansion.
• Communicate with external wholesalers, internal wholesalers and sales effectiveness teams to ensure proper account coverage.
• Work with the broader relationship management team to share best practices and key strategies.

Qualifications

• High school diploma required
• Bachelor’s degree in liberal arts, business or communications - or equivalent work experience required
• 10-15 years in insurance, banking, brokerage or investments
• Relationship Management experience with annuity programs, IMO preferred
• Currently holding Series 6/63 and Life Insurance License (or willingness to obtain)
• Presentation skills; sales and training background; experience with other carriers and on the partner side