AVP, Practice Management – Training Enablement, Retirement
New
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SymetraFinancial services
United StatesFull-TimeVp
SalarySalary Range: $250,000 - $325,000 plus eligibility for annual bonus program and long-term incentive plan
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Job Details
- Experience
- 8+ years of experience in financial services
- Required Skills
- Microsoft OfficePowerPoint
Requirements
- Have 8+ years of experience in financial services, including expertise in annuities and retirement products.
- Bring experience as a sales enablement, training, or distribution leader.
- Have experience partnering with sales organizations to improve performance, build capability, and drive business growth.
- Be able to assess market opportunities and translate business needs into learning solutions.
- Be skilled at influencing sales leaders, executives, and cross-functional stakeholders.
- Be an engaging facilitator and communicator for audiences ranging from new hires to senior executives.
- Be comfortable leading change, managing multiple priorities, and driving initiatives in a fast-paced environment.
- Be proficient with Microsoft Office applications, including PowerPoint.
- Have a high school diploma; a bachelor's degree is preferred.
- FINRA Series 6 or 7, Series 63, SIE, Series 24, and Series 26 licenses are a plus.
- Life and Variable Contracts licenses are a plus.
- Travel regularly, approximately 2–3 times per month, generally for a few days at a time.
Responsibilities
- Develop, execute, and train on messaging and communications aligned to Retirement division growth objectives.
- Deliver speeches and presentations in person and virtually.
- Partner with senior sales leaders to identify capability gaps and implement performance-improvement solutions.
- Translate business priorities, product initiatives, and market opportunities into learning experiences.
- Assist in designing and delivering annuity-focused training programs, onboarding, and sales development initiatives.
- Equip wholesalers and sales support teams with expertise to drive results.
- Ensure training content reflects market dynamics, competitive trends, product strategies, and regulatory requirements.
- Establish metrics and feedback mechanisms to measure program effectiveness and business impact.
- Drive continuous improvement using data, field insights, and stakeholder feedback.
- Advise sales leadership on training, readiness, and organizational capability development.
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