Sales Support Specialist – Retirement

The Sales Support Specialist supports Symetra’s Retirement Division by partnering with internal and external wholesalers to drive territory sales activity. This role assists with product questions, illustrations, pending applications, marketing materials, advisor support, sales campaigns, and business status updates.

This position is designed as an entry point into the financial services sales career path and requires strong communication, customer service, sales interest, relationship-building skills, and the ability to obtain required licenses. Specialists work closely with financial advisors, wholesalers, and internal teams while supporting life insurance and annuity product sales.

### Key Responsibilities

* Support internal and external wholesalers
* Assist with territory sales activity
* Respond to product inquiries
* Support illustration requests
* Provide pending application updates
* Fulfill marketing material and sales literature requests
* Assist with sales calling campaigns
* Identify new sales opportunities
* Research and monitor submitted business
* Track sales progress through completion
* Communicate status updates to advisors and internal teams
* Support financial advisors with product and service questions
* Assist with product rates and service issues

### Requirements

* High School Diploma required
* Bachelor’s Degree or equivalent experience preferred
* Ability to pass criminal background check
* Ability to pass credit check
* Ability to learn systems quickly
* Sales aptitude and interest in financial services
* Strong communication skills
* Strong attention to detail
* Ability to problem-solve and multitask
* Comfortable handling inbound and outbound phone calls
* Strong customer service orientation
* Ability to work in a fast-paced environment
* Ability to obtain required licensing within required timelines
* Hardwired internet meeting Symetra remote requirements

### Licensing Requirements

* Life and Disability license required within first week of start date
* FINRA licensing required upon hire or within four months
* Securities Industry Essentials (SIE)
* Series 6
* Series 63

### Benefits

* Remote work opportunities
* Hybrid work options
* 401(k) with company match up to 6%
* Immediate vesting
* Paid vacation
* Sick time
* Flex days
* 10 paid holidays
* Annual bonus eligibility
* Community matching gift program
* Licensing support
* Study time and resources

### Phone Level Breakdown

* Outbound calls: High
* Incoming calls: High
* Advisor support: High
* Sales campaigns: High
* Documentation and tracking: Moderate
* Internal coordination: Moderate

### Best Fit For

Candidates with experience in sales support, financial services, insurance, retirement services, annuities, life insurance, customer service, advisor support, business development, relationship management, and licensed sales operations.