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Sales Support Specialist - Retirement - Remote

Remote, USA Full-time Posted 2025-04-26
  • *About the role**
    Our Sales Support Specialists play a key role in the success of our Retirement Division. In this position you'll collaborate with our Internal and External Wholesalers as they establish and build our life insurance and annuity products. Many of them started as Sales Support Specialists and were promoted into the Wholesaler roles as this is a team that strongly believes and follows a promote from within approach.** **We are hiring year-round for this role and we're always looking for great Sales Support talent to join our team remotely. We invite you to apply and explore a career at Symetra. If you're a strong fit, we'll reach out to you directly to start a conversation as opportunities become available.We're committed to building a creative, customer-focused and results-driven workforce. Specific licensing is required for this role, but there's nothing to fear. We're here to help you every step of the way, providing you with tools, resources and dedicated study time to be successful. Once you've achieved these milestones, the sky is the limit.
  • Life and Disability license to be completed within the first week of start date
  • Financial Industry Regulatory Authority (FINRA) to be completed upon hire or obtained within four months of start
  • Securities Industry Essentials (SIE)
  • Series 6 -- Investment Company and Variable Contracts Products Representative Qualification
  • Series 63 -- Uniform Securities State Law
  • • * **• *What you will do**
  • Partner with Internal and External wholesalers to drive and complete territory sales through sales meetings and calls
  • Assist with product inquiries and illustrations, updates on pending applications, and fulfill orders for marketing material and sales literature
  • Collaborate on calling campaigns to launch new products and identify new sales opportunities
  • Research, review and monitor the progress of business/sales submitted through all stages to completion keeping your internal teams and external advisors apprised on the status
  • Be the go to source on the Sales Desk assisting our financial advisors and their teams with questions around product information, products rates, illustration requests and service issues.** **
  • • *Who you are**
  • High school diploma required, Bachelor's degree or equivalent experience preferred.
  • Ability to pass a criminal background check and credit check
  • Ability to learn systems quickly
  • An aptitude for sales and desire to grow into an advanced sales role
  • Ability to problem solve, think quickly and multi-task
  • Strong communication skills and a stickler for attention to detail
  • At ease on the phone with both outbound and incoming calls
  • Ability to obtain required licensing if not already in hand within 2-4 months of start date
  • Strong team orientation, customer focus, and the ability to thrive in a fast paced, results oriented environment where change and yes ambiguity are the norm
  • Outstanding service orientation, sense of urgency and a high-level of personal integrity
  • Excellent inter-personal skills and the ability to build and foster relationships with your team, internal business partners and external customers
  • Complete and pass Life and Disability license exam within the first week of start date

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