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Symetra has an exciting opportunity to join our Retirement Sales Effectiveness team as an Assistant Vice President, Divisional Strategic Initiatives – Partner Experience !
About The Role
In this role, you will act as the primary liaison between Sales & Distribution Leadership with emphasis on Division priorities, providing strategic guidance and final approval on Partner Experience initiatives. The role requires a profound understanding of partner needs, gleaned through robust feedback mechanisms and ongoing communication channels. You’ll collaborate closely with Sales Operations and Strategic Solutions, spearheading initiatives aimed at enhancing partner engagement within the Retirement Division. This leader will streamline product launches and distribution processes, gathering partner requirements, and implementing best practices to boost sale & distribution efficiency. This leader will collaborate with SVP, VP and AVP stakeholders to identify and rectify gaps to foster a culture of continuous improvement as well as working closely with Product, Marketing, Distribution, Sales Operations and Strategic Solutions.
Responsibilities
Serve as the primary liaison between the EVP, SVP, and VP of the division; communicating division priorities, providing strategic guidance and signing off on partner experience initiatives for the division. This pivotal role requires a deep understanding of partner needs and challenges, gathered through feedback mechanisms and regular communication channels. Working closely with Sales Operations and Partner Experience Solution Members, this position will spearhead initiatives aimed at enhancing partner experience initiatives for RD.
Sign off on partner experience initiatives, ensuring alignment with divisional goals and priorities.
Collect best practices, such as SLAs, to enhance operational efficiency.
Collaborate with Sales & Distribution leaders to identify and address gaps in our sales, distribution, and marketing practices, fostering continuous improvement.
Travel as needed to support partner experience work.
Identify and implement innovative solutions to improve the efficiency and effectiveness of our sales and relationship management teams. This involves evaluating and optimizing the sales process, leveraging digital solutions to create efficiencies, and enhancing the overall sales experience. Additionally, this leader will focus on enhancing partner and intermediary experiences through process enhancements and technology upgrades.
Actively seek feedback from advisory council members to develop a comprehensive roadmap addressing Sales and Distribution needs.
Manage the iCapital Relationship, overseeing training, sales initiatives, and internal marketing efforts to ensure a unified and impactful approach across the division.
Provide leadership and challenge others to develop as leaders while serving as a technical role model and inspiring coworkers to attain goals and pursue excellence.
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
$133,500 - $222,400/annually plus eligibility for annual bonus program
Who You Are
High school diploma required
Bachelor’s degree or equivalent relevant experience required
10-15 years experience in management of Business Analysis, Systems Analysis, business strategy and process re-engineering
12-15 years experience in the Financial Services or Insurance Industry
Ten to twelve years of experience in Industry Groups and leadership
Previous experience required in a management/lead position with responsibilities of work allocation, training, mentoring, and building a team with members of varied backgrounds and levels of experience
Proven experience with techniques such as use case analysis, data / process flow diagramming, etc.
Strong Initiative/program management skills with an ability to manage and deliver multiple initiatives or releases at the same time
Excellent analysis and critical thinking skills – root-cause analysis and ability to drive improvements based on data captured
Excellent documentation skills to build vision and scope, BRS's, UAT's, communication plans, training plans and presentations
Strong ability to build credible relationships both in immediate team and across multiple internal and external partner groups
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 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
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.
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Seniority level
Executive
Employment type
Full-time
Job function
Other
Industries
Insurance
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