Symetra has an exciting opportunity join our team as an Associate Relationship Manager!

About the role

As an Associate Relationship Manager, you will support and develop relationships with Institutional partners such as wirehouses, independent broker dealers and banks as well as Life Brokerage IMO’s to help drive growth of Symetra life insurance products. You will understand Symetra’s cross divisional opportunities for life products and capabilities and align those products with partner needs, functional areas, and objectives. This role works with the faces of the accounts for Symetra both internally and externally. You will support aligned relationship managers and work with internal partners to ensure partner needs are met.

What you will do

• Work with National Account team to prepare for regional and national meetings.
• Prepare and submit monthly account summaries submitted to the ILD Sales team each month.
• Develop Business Plans for institutional accounts.
• Coordinate with RD relationship managers on common institutional accounts.
• Manage day-to-day external partner requirements including, but not limited to providing data, marketing materials, updated product information, and delivering communication.
• Coordinate internal resources to assist in ongoing broker dealer and IMO Life Brokerage IMO’s needs. e.g. compensation or approval issues, and issues and updating new agreements as necessary.
• Maintain an internal reference source of Institutional product approvals and marketing material approvals as well as contact database.
• Work with the Symetra’s IMO Relationship Managers, Sales team, and marketing team to gain exposure for assigned firms.
• Work with IMO Relationship Managers to drive sales penetration with partners.
• Provide account training to internal and external wholesalers.
• Work with sales reporting team for monthly report.
• Support all aspects of assigned distribution channel(s) in addition to working with and understanding the Life Brokerage General Agent accounts.
• Build relationships with both internal and external partners.

What we offer you

Benefits and Perks

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

Compensation

Base Salary: $75,000 - $85,000 annually plus eligibility for incentive compensation

Your experience and skills

• Bachelor’s degree in liberal arts, business or communications or equivalent work experience
• Life Insurance license and FINRA Series 6 and 63
• 5-10 years in the financial services industry, specifically with life products.
• Working knowledge of financial institutions and independent broker dealers, current relationships with indedependent general agencies are a plus.

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.

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