Internal Wholesaler
Sales Division
Bellevue, WA

How would you describe your job to someone who has no idea what you do?
My job is to ensure that financial advisors have the product knowledge to provide their clients with a financially stable retirement. I’m a subject matter expert on our annuities as well as on our competitors’ annuities. My team and I cover a dedicated territory across the nation where we establish relationships with the financial advisors who partner with us. I make on average 50 outbound calls to advisors per day.

How did you get into your line of work?
I was recruited as a sales support specialist by the incredible team we have here. I was drawn to Symetra because I knew of the name and the company’s values. Prior to that position, I was completing my bachelor’s degree at Washington State University. I earned my series 6, series 63, and life and disability insurance licenses, which are required for the role. A few months later I was promoted to an internal wholesaler and have been here since. Symetra has given me the resources I need to move upward in my career path and succeed.

What skills do you use most in your job?
The skills I value most in this position are strong communication and time management. I have a fantastic team here and we need to be in sync at all times to make our efforts worth it. For this position, you must be self-motivated to manage your time from start to end. That is where I’m most successful.

How does your job help Symetra’s customers, your coworkers or the company?
My job helps get Symetra’s name out in the industry, whether it’s marketing our brand or providing financial advisors with the materials to sell our products.

What keeps you at Symetra?
What keeps me here at Symetra is the phenomenal culture. Everyone is always so upbeat and positive, and in an environment like this, it’s easy to come to work every day.

What do Symetra’s Core Values mean to you? How do you apply them to your daily work?
I apply Symetra’s values to my everyday work and see these same values in all of my teammates. I’ve never been at a company before where everyone is consistently asking how they can help before you even have to ask, and truly does what is right—EVERY TIME.

What advice would you give to someone starting out in your field?
The best advice I can give is being a wholesaler can be extremely rewarding, but it does require hard work, dedication and focus. If you are self-motivated, have great energy and constantly have a positive attitude, you’ll be unstoppable at this company.

What would people find most surprising about your job or Symetra?
It’s surprising how much we truly care and live by our values. This company really stands by our word. We are “Swift to Serve” and so involved in the community. We dedicate hours of our time to help out in the community and volunteer to organizations of our choice. 

How do you enjoy your time away from work?
I spend most of my time away from work traveling the world. This job gives me the flexibility and support to bring balance to my life.

What else would you like people to know about you, your job or Symetra?
We have full autonomy here at Symetra. My job allows me to be creative and execute my own ideas. And if they work, we share best practices and learn from each other. We absolutely win as a team.

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