AVP - Advance Markets Compliance
Symetra has an exciting opportunity to join our Retirement team as an Assistant Vice President, Advanced Markets Compliance!
About the role
As an Assistant Vice President of Advanced Markets Compliance, you will provide strategic leadership, direction and management for Advanced Marketing in the Compliance Department, serving Symetra's Retirement Division multiple distribution field force. You'll leverage techniques, tools, methods and training on basic and complex advanced marketing concepts for multiple life insurance distribution channels, independent managing and producing general agents, broker dealers and financial institutions. Develops integral and critical relationships with the Symetra's compliance, sales and marketing teams. Works with minimal supervision and is responsible to independently make a broad range of decisions, escalating to executive-level associates only when appropriate.
What you will do
Research, analyze, evaluate and contribute to the development of new sales concepts, products and services, addressing needs of the advanced markets producer and their customer supporting Symetra's advanced marketing efforts in collaboration with the Law and Tax Departments.
Benchmarks competitor/peer companies' advanced marketing services and methodologies.
Provide technical expertise to compliance staff, sales management teams and Symetra's distribution representatives information concerning sales product opportunities, risks and challenges to advanced markets consumers.
Assess external advanced marketing software, materials and services for possible utilization by staff.
Develop internal and external financial professionals' and compliance professionals' working knowledge of distribution's products, illustration software and presentation techniques.
Maintain presence in the greater estate and business planning community.
Strengthen relationships with field forces serving clients in a prompt, professional style.
Encourage advanced marketing team to develop internal and external relationships and to provide accurate and timely service and support.
Develop and present advanced marketing training and sales materials at Symetra-sponsored or external business partners' meetings and seminars including all applicable travel.
Participate in product development process by providing feedback from working relationships with producers.
Provide information on product needs, product competition, computer needs, peer companies, market niche and other internal Symetra administrative services including underwriting and client service.
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 ourSymetra Benefits Overview
Compensation
$146,800 - $244,700/annually plus eligibility for annual bonus program
Who you are
Bachelor's degree required; Juris doctor degree preferred
At least 5 years experience in advanced markets in the life insurance/financial services industry or related retirement, business or estate planning experience
FINRA Series 7 license
Strong knowledge of annuity and life insurance product and industry knowledge including sales, marketing and operations
Executive-level proficiency with PowerPoint, Excel and Word
Demonstrated skills in organization, accuracy and attention to detail
25% travel required
We empower inclusion
At Symetra, 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 effortshere.
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.
#LI-MT1
#LI-Remote
Apply Now
About the role
As an Assistant Vice President of Advanced Markets Compliance, you will provide strategic leadership, direction and management for Advanced Marketing in the Compliance Department, serving Symetra's Retirement Division multiple distribution field force. You'll leverage techniques, tools, methods and training on basic and complex advanced marketing concepts for multiple life insurance distribution channels, independent managing and producing general agents, broker dealers and financial institutions. Develops integral and critical relationships with the Symetra's compliance, sales and marketing teams. Works with minimal supervision and is responsible to independently make a broad range of decisions, escalating to executive-level associates only when appropriate.
What you will do
Research, analyze, evaluate and contribute to the development of new sales concepts, products and services, addressing needs of the advanced markets producer and their customer supporting Symetra's advanced marketing efforts in collaboration with the Law and Tax Departments.
Benchmarks competitor/peer companies' advanced marketing services and methodologies.
Provide technical expertise to compliance staff, sales management teams and Symetra's distribution representatives information concerning sales product opportunities, risks and challenges to advanced markets consumers.
Assess external advanced marketing software, materials and services for possible utilization by staff.
Develop internal and external financial professionals' and compliance professionals' working knowledge of distribution's products, illustration software and presentation techniques.
Maintain presence in the greater estate and business planning community.
Strengthen relationships with field forces serving clients in a prompt, professional style.
Encourage advanced marketing team to develop internal and external relationships and to provide accurate and timely service and support.
Develop and present advanced marketing training and sales materials at Symetra-sponsored or external business partners' meetings and seminars including all applicable travel.
Participate in product development process by providing feedback from working relationships with producers.
Provide information on product needs, product competition, computer needs, peer companies, market niche and other internal Symetra administrative services including underwriting and client service.
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 ourSymetra Benefits Overview
Compensation
$146,800 - $244,700/annually plus eligibility for annual bonus program
Who you are
Bachelor's degree required; Juris doctor degree preferred
At least 5 years experience in advanced markets in the life insurance/financial services industry or related retirement, business or estate planning experience
FINRA Series 7 license
Strong knowledge of annuity and life insurance product and industry knowledge including sales, marketing and operations
Executive-level proficiency with PowerPoint, Excel and Word
Demonstrated skills in organization, accuracy and attention to detail
25% travel required
We empower inclusion
At Symetra, 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 effortshere.
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.
#LI-MT1
#LI-Remote
Apply Now