Symetra Financial

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Sales Support Specialist

at Symetra Financial

Posted: 10/24/2017
Job Reference #: 5000262639506
Keywords: sales

Job Description

Job Description

Symetra is a dynamic and growing financial services company with 60 years of experience and customers nationwide. In our daily work delivering retirement, employee benefits, and life insurance products, we're guided by the principles of VALUE, TRANSPARENCY AND SUSTAINABILITY. That means we provide products and services people need at a competitive price, we communicate clearly and honestly so people understand what they're getting, and we build products that stand the test of time. We work hard and do what's right for our customers, communities and employees. Join our team and share in our success as we work toward becoming the next national player in our industry.

Symetra is looking to hire a Sales Support Specialist for our Waltham, MA office. This position is responsible for supporting the sales activities of our internal and external wholesaler sales force. In addition, as a Sales Specialist you will correspond with advisors and wholesalers regarding Symetra's products and marketing programs.


  • Partnering with internal and external wholesalers to drive territory sales through follow up of sales meeting and phone calls. Outbound calls that follow up on service issues advisors are having. Assist with product inquiries, product illustrations, updates on pending applications, and fulfilling orders for marketing material and sales literature. Calling campaign assistance--launch new products, identifying new sales opportunities. (50%)
  • Proactive service resolution following the business that is already submitted for the territory through not in good order research and subsequent call outs to the advisors who sold the business. This part of the position ensures that the business submitted eventually is issued. Monitoring the course of being reviewed in its various stages including suitability while keeping the wholesaling teams and advisors apprised on the progress. (30%)
  • Answering the 800# for the Sales Desk where financial advisors and their office call for a number of reasons including but not limited to: product information, information on rates that are associated with our products, illustration requests and service issues. (20%)

Job Requirements

Required/Preferred Qualifications:
Education Required:
Bachelor's degree strongly preferred. Series 6 or 7, and 63 licenses (upon hire or obtained within 60 days of notice) Life and Health license required within the first 4 months of employment

Minimum Years of Related Work Experience Required:
Relevant customer service experience, with an aptitude for sales. Desire to progress into a more advanced sales role. Previous sales experience a plus.

Specific Licensing, Designation and/or Training Required:
FINRA Series 6 or 7, 63 and life and health required

Skills and Abilities Required:
Excellent communication and interpersonal skills. Strong technical/computer skills. Demonstrated success in a team environment. Detail oriented, self-motivated, and ability to multitask and problem-solve. Comfortable making outbound calls as well as receiving inbound calls.

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