How long have you been with Symetra?
I started in 2007 as an internal wholesaler with the former Financial Institutions Distribution (FID) channel. In 2008, I joined FID’s marketing team as an analyst, and in 2009, I was promoted to internal key account manager.
Why did you choose Symetra?
One of the many reasons I wanted to be here was because of the people. I enjoy working with colleagues who are willing to pitch in and get things done. This makes it much easier to develop good working relationships and build an effective teamwork environment. It was also important to me that Symetra supports personal and professional growth.
What’s your educational and professional background?
I have a bachelor’s degree in communication with a minor in business administration. I also have my Series 6, 63, life and disability licenses. I started my professional career at GE Capital Fleet Services in indirect sourcing (a.k.a. purchasing). I then moved to GE Financial Assurance where I worked as a sales assistant before moving into a direct sales role, primarily for annuities. I also worked for Washington Mutual as a licensed financial representative.
Can you describe your day-to-day work?
Three other internal key account managers and I are responsible for the overall management of our partner distribution firms. I primarily work with their back offices and management, whereas our regional vice presidents and internal wholesalers work directly with the advisors who sell Symetra products. I'm on point to answer back office and management inquiries, which are often related to operations issues such as compliance, licensing, commissions, reporting and technology, but also might concern products, marketing and conferences.
What's your primary responsibility?
One of my most important responsibilities is to help build successful long-term relationships with our partner firms and to support activities and projects that will grow and diversify Symetra's business. I also make sure our partners are informed about any internal Symetra initiatives that may affect them, and I participate on various internal project teams and product launches.
What character traits are most important in your job?
Several things come to mind: actively finding solutions, communicating well and being organized. You also have to recognize that every question, request, initiative, etc.—internal or external—is important. The biggest thing is just to keep it all moving, to make sure everyone is informed, and to represent yourself and Symetra in the best possible light.