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Relationship Manager

Relationship Manager

SymetraBellevue, WA, United States
30+ days ago
Job type
  • Full-time
Job description

Symetra has an exciting opportunity to join our Retirement Sales team as a Relationship Manager , aligned to the Bank / Wirehouse distribution channels!

About the role

As the Relationship Manager, you will manage and develop 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. This is the face of the account for Symetra both internally and externally.

What you will do

  • Align needs of partner with Symetra capabilities; visit partner; attend and support conferences
  • Attend sales meetings and quarterly update meetings for key assigned relationships
  • Prepare for due diligence trips
  • Prepare and submit monthly account summaries and sales analysis submitted to the Channel Vice President each month.
  • Participate in the budget process through mid-year reforecasting, forecasting, and sponsorship estimates.
  • 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

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
  • Want more details? Check out our Symetra Benefits Overview
  • Compensation

    Base Salary : $100,000 annually plus eligibility forincentive compensation

    Who you are

  • BA in liberal arts, business or communications - or equivalent work experience
  • 10-15 years in insurance, banking, brokerage or investments
  • Relationship Management experience with annuity programs
  • Currently holding Series 6 / 63 and Life Insurance License
  • Presentation skills; sales and training background; experience with other carriers and on the partner side
  • 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. 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

    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.

    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.

    #LI-MT1

    #LI-Remote

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