Series 6/63 Licensed Relationship Manager
virtual vocationsDenver, CO
Series 6/63 Licensed Relationship Manager
L5
virtual vocationsDenver, COyesterday
Occupations
Securities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsInsurance Sales AgentsTo drive sales growth within the Retirement Division, the full-time Series 6/63 Licensed Relationship Manager will manage operational relationships with distribution partners, ensuring alignment with partner needs and Symetra's capabilities while addressing operational issues and supporting product launches.
Key responsibilities:
Develop a thorough understanding of distribution partners' operational processes and technology
Collaborate with internal teams to resolve operational issues and document outcomes
Prepare monthly account summaries and sales analyses for the Channel Vice President
Required qualifications:
High school diploma required; BA in liberal arts, business, or communications preferred
10-15 years of experience in insurance, banking, brokerage, or investments
Experience in Relationship Management with annuity programs preferred
Currently holding Series 6/63 and Life Insurance License (or willingness to obtain)
Strong presentation skills and a background in sales and training
Apply now (opens in a new tab)
Level
SeniorL5
Location
Denver, CO
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Insurance Agencies and Brokerages
Posted
yesterday
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