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RVP - National Accounts, Annuity IMO Channel

Symetra
paid holidays, sick time, 401(k)
United States
Jul 01, 2026

Symetra has an exciting opportunity for an annuity wholesaler covering our IMO channel accounts!

About the role

The Regional Vice President, IMO Annuities reports to the VP, IMO Channel. The RVP will work closely with the VP, their aligned Internal Wholesaler, and the Sales Support Specialist to align and execute on a targeted territory annuity sales plan. The RVP must fully understand Symetra's retirement products, Marketing, and Resources that assist in territory development, such as sales effectiveness data, marketing tools (digital & printed), and technology and an in-depth knowledge of Symetra's existing accounts and producers within the territory. Proper adoption and execution of the Symetra Sales Process is required to maximize territory sales, including a well-articulated value proposition to ensure sales success. Additionally, the RVP must grow its territory through new IMO account acquisition. The position requires 80% field travel to in-person meetings, training events, conferences and industry meetings with IMO partners and financial professionals. Robust experience working with sales data and territory metrics, Salesforce or other CRM tools to build account relationships is necessary to reach sales targets through key account growth and recruiting in the aligned territory. The RVP is expected to maintain high professional conduct, ensuring that all FINRA, SEC, Department of Insurance, Symetra Compliance, and Firm policies are strictly adhered to.

What you will do



  • Build, maintain and grow IMO key account relationships through account management and wholesale activities.
  • Develop business plans with key accounts that grow Symetra partnership and market share. Identify and target account needs and opportunities while adhering to Symetra's sales process to achieve sales goals.
  • Follow the aligned business plan from the Sales Effectiveness Team to achieve activity metrics (both in person and virtual), increase Symetra's brand awareness and value proposition, and to increase market share through key account growth and recruiting. The business plan could be modified occasionally and based on advice from your VP, the Sales Effectiveness team and the Retirement Division Leadership Team in order to meet business demands.
  • Engage in regular and consistent teamwork with the IW, SSS, VP, Relationship Manager (RM), and the Sales Effectiveness team to keep your key accounts informed of market and product enhancements and the value Symetra offers their customers.
  • Conduct product and sales training through opportunities such as individual and group training sessions, seminars, workshops, and proactively uncovering other opportunities.
  • Prepare and maintain account profiles and activity reports for territory.
  • Adhere to aligned territory Travel and Expense (T&E) budget.



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. - VP Internal Sales

"Come hungry. Stay hungry. Symetra is a place where curiosity, continuous learning, and personal growth are truly valued. Don't be afraid to ask questions or challenge yourself-every step you take is worth it. You'll grow into a stronger, more empowered employee at one of the most diverse and equitable companies in the country." - Ashley C., Internal Wholesaler

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 our Symetra Benefits Overview



Compensation

Base salary: $130,000 plus eligibility for incentive compensation

Who you are



  • High school diploma required
  • College Graduate; Degree in related field or equivalent experience required
  • 10 years prior annuity wholesaling experience in the IMO distribution channel
  • FINRA 6 or 7, 63 and Life and Health license (or willingness to obtain)
  • Proven sales competence and presentation skills
  • Proven ability in growing account relationships as measured by sales results
  • Excellent knowledge of the IMO community and industry
  • Ability to adapt to constant changing environment
  • Ability to build productive relationships; provide training, sales ideas, and mentoring
  • Strong territory management experience related to coverage, opportunity assessment and strategic planning to maximize opportunities
  • Demonstrated success within sales with the ability to establish sales objectives and meet goals
  • Excellent communication, negotiation and interpersonal skills
  • Will be expected to have or develop a strong understanding of key retirement products
  • Ability to balance multiple priorities and meet specific marketing objectives and achieve specific production objectives
  • Requires extensive national travel (80%)

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: https://symetra.eightfold.ai/careers


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.


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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