Symetra Taps TFS to Provide Training and Consulting for Banks
BELLEVUE, Wash. — (November 14, 2005) — Today, Symetra
SM Financial announced plans to provide full-scale sales training and consulting to banks and other financial institutions through TFS Training & Consulting, Inc. The addition of TFS to Symetra Financial will further strengthen the services and product sales support the corporation can offer retail bank clients and other distribution partners.
Maintaining effective in-house sales training and support for securities registered advisors and licensed platform representatives can be challenging for many institutions. TFS creates comprehensive business development programs on behalf of banks and financial institutions to enhance sales team performance. TFS training consultants can not only assist with maximizing sales results, but also help banks establish a more complete financial advisory relationship with their retail customers.
TFS works with both Symetra and non-Symetra products so bank representatives can leverage TFS techniques and strategies to drive sales across the business. TFS has extensive background on a broad array of products, including annuities, life insurance, mutual funds, and retirement plans.
TFS consultants will build training programs tailored to each client’s unique needs that are rooted in:
- Knowledge. All training consultants are securities registered.
- Experience. Every trainer has a minimum of 10 years of experience in the financial services industry.
- Achievement. TFS programs and curricula have consistently delivered positive, quantitative results for a variety of bank clients.
“TFS Training & Consulting is a key strategic addition to our business that better enables Symetra to provide unique value and a higher level of service to our bank partners,” said Roderick Halvorson, senior vice president of business development at Symetra Financial. “TFS will help us continue to solidify our presence in the financial institutions channel.”
“Our business has been a leader in financial services training and education for over 18 years,” added Caren Palmquist, managing director of TFS Training & Consulting. “Symetra Financial shares our legacy of success and joining the company was a natural fit for us. Together, we will continue to build a training service driven by results, quality, and unsurpassed customer service.”
About TFS Training & Consulting
For over 18 years TFS has been at the forefront of the financial services training and consulting industry. We are an integral partner for major financial institutions nationwide, providing high impact training solutions that give our clients the competitive advantage.
At TFS, we align our strategies with your organizational objectives, knowing that your business is dependent upon reaching your goals while building and maintaining lasting relationships with your customers. More information is available at
www.tfsedge.com.
About Symetra Financial
Symetra Financial is a family of companies with nearly a half-century of experience providing retirement plans, employee benefits, annuities and life insurance through independent distributors nationwide. The company has more than $20 billion in assets
1 and is owned by an investor group led by White Mountains Insurance Group, Ltd. and Berkshire Hathaway Inc.
For more information, visit Symetra Financial's Web site at www.symetra.com.
1 Source: Total GAAP assets per closing statements of December 31, 2004
Symetra® and the Symetra Financial logo are registered service marks of Symetra Life Insurance Company, 777 108th Avenue NE, Suite 1200, Bellevue, WA 98004.
