Divisional Business Consultant

Symetra Financial   •  

Phoenix, AZ

Industry: Accounting, Finance & Insurance


5 - 7 years

Posted 63 days ago

This job is no longer available.

Job Description

Symetra's Retirement division is looking for a Divisional Business Consultant to join our sales organization.

The Divisional Business Consultant (DBC) will be responsible for driving attendance through promotion and awareness campaigns within Symetra's Retirement division; including Symetra specific meetings & seminars, continued education training, regional and national conferences, financial advisor group training. This individual is involved in the execution of value add offerings (workshops & meetings) available to financial advisor's through our various partners within the bank, wirehouse and independent channels. This individual will focus Symetra's retirement products which include- fixed annuities, fixed index annuities, and income annuities. This individual will need an in-depth knowledge of Symetra producers and sales opportunities within the industry. This individual will partner with the assigned External Wholesalers within the division in order to maximize current & future sales opportunities. This role will report to the Division Sales Manager.

Symetra will be hiring threeDivisional Business Consultants one to support each of our divisions- East, Central and West. The individuals in these roles will travel up to 75% of the time in their aligned division.


  • Present continued education, value proposition/practice management topics, product and Symetra topics at conferences (approx. 50% of time)
  • Schedule and coordinate 2-3 divisional meetings per week. Entails strategically planning the meetings 2-3 weeks out in advance, managing deployment of resources through marketing and sales initiatives, and budgeting & expense responsibilities.(approx. 25% of time)
  • Work with bank financial consultants, Senior Advisors, Independent Planners, wire houses, and broker/dealers to increase the sale of fixed annuities, fixed index annuities, and income annuities. (approx. 20% of time)
  • Maintain a high level of professional conduct ensuring that all FINRA, SEC, Department of Insurance and Symetra compliance and firm policies are adhered to (approx. 5% of time)

Job Requirements

  • 5 years prior wholesaling experience in the bank, Wire or Independent broker/dealer channels
  • College Graduate; Degree in related field or equivalent experience required
  • FINRA 6 or 7, 63 and Life and Health license.
  • Proven sales acumen and presentation skills
  • Exceptional organizational & follow up skills
  • Excellent knowledge of the advisor community and industry
  • Ability to adapt to constant changing environment
  • Ability to build productive relationships; provide training, and sales ideas
  • 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 travel within the territory (75%)

Symetra is a dynamic and growing financial services company with 60 years of experience and customers nationwide. In our daily work delivering retirement, employee benefits, and life insurance products, we're guided by the principles of VALUE, TRANSPARENCY AND SUSTAINABILITY. That means we provide products and services people need at a competitive price, we communicate clearly and honestly so people understand what they're getting, and we build products that stand the test of time. We work hard and do what's right for our customers, communities and employees. Join our team and share in our success as we work toward becoming the next national player in our industry.