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Hybrid Wholesaler, Retirement - IA, NE, ND, SD

Job in Lake Charles area, Calcasieu Parish, Louisiana, 70647, USA
Listing for: Symetra Financial Corporation
Full Time position
Listed on 2026-10-10
Job specializations:
  • Sales
    Financial Sales, Business Development, Sales Representative
Salary/Wage Range or Industry Benchmark: 60000 - 98000 USD Yearly USD 60000.00 98000.00 YEAR
Job Description & How to Apply Below
# Hybrid Wholesaler, Retirement - IA, NE, ND, SDUSAHybridID: 9698---##

Job Description Symetra has an exciting opportunity to join our Retirement Sales team as a
** Hybrid Wholesaler**, aligned to the Bank/Wire and Independent distribution channels covering
** Iowa, Nebraska, North Dakota and South Dakota**!
** About the role
** The Hybrid Wholesaler reports to the Divisional Vice President and receives their annual Incentive Compensation Plan, which articulates the sales goals for the year. This wholesaler will work closely with the DVP and Sales Support Specialist to align and execute on a targeted territory sales plan. The wholesaler 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 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 wholesaler must grow their territory through new producer acquisition. The position requires 25%-30% field travel to in-person meetings with financial professionals and robust experience working with sales data and territory metrics, Salesforce or other CRM tools to build the relationships necessary to reach sales targets through new producer acquisition and by growing Symetra’s market share in the aligned territory.

In addition to one-on-one meetings, the wholesaler will lead group meetings, roundtable discussions and public seminars for Financial Professionals, Bankers, and others within the Industry. The wholesaler 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
*** 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 increase market share through new producer appointments. The business plan could be modified occasionally and based on advice from your DVP, the Sales Effectiveness team and the Retirement Division Leadership Team in order to meet business demands.
* Build and maintain relationships with sound territory coverage and adhering to a solid zone rotation in order to grow sales.
* Engage in regular and consistent teamwork with the SSS, DVP, Relationship Manager (RM), and the Sales Effectiveness team to keep your Financial Professionals informed of market and product enhancements and the value Symetra offers their customers. Quickly identify and target producer needs and adhere to Symetra’s sales process to achieve your sales goals.
* Conduct product and sales training through opportunities such as individual and group training sessions, seminars, workshops, branch meetings, and proactively uncovering other opportunities.
* Source leads through the adoption and completion of assigned Strategic Sales Opportunities (SSOs).
* 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.

- 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…
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