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Retirement Manager Jobs in Seattle, WA (NOW HIRING)

The RVP must fully understand Symetra's retirement products, marketing, and resources that assist ... Strategically plan and manage the deployment of resources for the territory through marketing and ...

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Retirement Manager information

What is a retirement manager?

Retirement Managers are professionals who help individuals and organizations plan, manage, and oversee retirement plans and savings. They provide guidance on retirement strategy, investment options, and regulatory compliance to ensure clients achieve their financial goals for retirement. Retirement Managers may work for financial institutions, corporations, or as independent advisors, and they often assist with pension plans, 401(k)s, IRAs, and other retirement accounts. Their expertise helps clients maximize their retirement income and navigate complex retirement regulations.

What are the key skills and qualifications needed to thrive as a retirement manager?

To thrive as a Retirement Manager, you need expertise in retirement planning, financial analysis, and regulatory compliance, typically supported by a degree in finance or business and relevant experience. Familiarity with retirement plan administration software, compliance systems, and certifications such as CRPS or CEBS is highly valued. Exceptional interpersonal skills, attention to detail, and the ability to communicate complex concepts clearly help Retirement Managers build strong client relationships and trust. These skills ensure effective plan management, regulatory adherence, and positive financial outcomes for clients.

What are some common challenges faced by a retirement manager, and how can they be addressed?

Retirement Managers often encounter challenges such as navigating complex and ever-changing regulations, managing diverse retirement plan offerings, and effectively communicating plan options to employees. Staying current with compliance requirements and collaborating closely with legal and HR teams is crucial. Additionally, developing clear communication materials and hosting informational sessions can help address participant questions and ensure employees make informed decisions about their retirement benefits.

What is the difference between Retirement Manager vs Retirement Advisor?

AspectRetirement ManagerRetirement Advisor
CredentialsCertifications like CFP, CFA, or CFP®CFP, ChFC, or similar financial planning certifications
Work EnvironmentFinancial institutions, retirement plan providersFinancial advisory firms, independent practices
Employer & IndustryEmployers managing retirement plans or fundsClients seeking retirement planning advice

While both roles focus on retirement planning, Retirement Managers typically oversee retirement funds and plan operations within organizations, ensuring compliance and fund management. Retirement Advisors primarily work directly with clients, providing personalized retirement planning and investment advice. Understanding these differences helps individuals choose the right professional for their retirement needs.

What are the most commonly searched types of Retirement jobs in Seattle, WA?

The most popular types of Retirement jobs in Seattle, WA are:

What are popular job titles related to Retirement Manager jobs in Seattle, WA?

For Retirement Manager jobs in Seattle, WA, the most frequently searched job titles are:

What job categories do people searching Retirement Manager jobs in Seattle, WA look for?

The top searched job categories for Retirement Manager jobs in Seattle, WA are:

What cities near Seattle, WA are hiring for Retirement Manager jobs?

Cities near Seattle, WA with the most Retirement Manager job openings:

Infographic showing various Retirement Manager job openings in Seattle, WA as of August 2026, with employment types broken down into 87% Full Time, 11% Part Time, and 2% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution.

Regional Vice President - Retirement

Symetra

Bellevue, WA • On-site

$60K/yr

Other

Medical, Life, Retirement, PTO

Re-posted 21 days ago


Symetra rating

8.4

Company rating: 8.4 out of 10

Based on 17 frontline employees who took The Breakroom Quiz

110th of 315 rated insurance


Job description

Symetra continually seeks driven annuity wholesalers to join our team as Regional Vice Presidents. We encourage you to apply, and if you're a strong fit, we'll reach out to you directly as opportunities become available in your area.

About the role

The Regional Vice President (RVP) reports to the Divisional Vice President. The RVP receives an annual Incentive Compensation Plan, which articulates the sales goals for the year. The RVP will work closely with the DVP, their aligned Internal Wholesaler, and the Sales Support Specialist to create a targeted sales plan for the territory. The RVP must fully understand Symetra's retirement products, marketing, and resources that assist in territory development, such as sales effectiveness data, marketing tools (digital & printed), and technology and an in-depth knowledge of Symetra's existing producers within the territory. Proper adoption and execution of the Symetra Sales Process is required to maximize territory sales, including a well-articulated value proposition to ensure sales success. Additionally, the RVP must grow its territory through new producer relationships. The position requires 75% field travel to build the relationships necessary to reach sales targets through new producer acquisition and by growing Symetra's market share in the aligned territory. In addition to one-on-one meetings, the RVPs will lead group meetings, roundtable discussions and public seminars for Financial Professionals, Bankers, and others within the industry. The RVP is expected to maintain high professional conduct, ensuring that all FINRA, SEC, Department of Insurance, Symetra Compliance, and Firm policies are strictly adhered to.

What you will do

  • Create a sound business plan to increase sales, increase Symetra's brand awareness and value proposition, and to increase market share through new producer appointments. The business plan should be modified accordingly and based on advice from your DVP, the Sales Effectiveness team and the Retirement Division Leadership Team.
  • Build and maintain strong relationships with your new and existing producers, your Internal Wholesaler, and the Sales Effectiveness Team to achieve sales goals and grow market share. Together, you will keep your Financial Professionals informed of market and product enhancements and the value Symetra offers their customers.
  • Quickly identify and target producer needs and adhere to Symetra's sales process to achieve your sales goals.
  • Conduct product and sales training through opportunities such as individual and group training sessions, seminars, workshops, branch meetings and more.
  • Strategically plan and manage the deployment of resources for the territory through marketing and sales initiatives, in partnership with the division marketing team.
  • Use company resources effectively to drive sales and build our brand, e.g., travel and expense budget to strengthen existing producer relationships and to create new producer relationships.

What we offer you

We don't take a "one-size-fits-all" approach when it comes to our employees. Our programs are designed to make your life better both at work and at home.

  • Flexible full-time or hybrid telecommuting arrangements
  • Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%
  • Paid time away including vacation and sick time, flex days and ten paid holidays
  • Give back to your community and double your impact through our company matching
  • Want more details? Check out our Symetra Benefits Overview

Compensation

Base salary: $60,000 plus eligibility for incentive compensation

Who you are

  • College Graduate; Degree in related field or equivalent experience required
  • 5 years Prior wholesaling experience in the bank and/or wirehouse distribution channels
  • FINRA 6 or 7, 63 and Life and Health license.
  • Proven sales competence and presentation skills
  • Proven ability in growing a region as measured by sales results
  • Excellent knowledge of the advisor community and industry
  • Ability to adapt to constant changing environment
  • Ability to build productive relationships; provide training, sales ideas, and mentoring
  • Strong territory management experience related to zone rotation, opportunity assessment and strategic planning to maximize opportunities
  • History of producer contacts in the territory
  • Demonstrated success within sales with the ability to establish sales objectives and meet goals
  • Excellent communication, negotiation and interpersonal skills
  • Will be expected to have or develop a strong understanding of key retirement products
  • Ability to balance multiple priorities and meet specific marketing objectives and achieve specific production objectives
  • Requires extensive travel (75%) within the territory
  • Reside within the assigned territory

Please review Symetra's Remote Network Minimum Requirements:

As a remote-first organization committed to providing a positive experience for both employees and customers, Symetra has the following standards for employees' internet connection:

  • Minimum Internet Speed:100 Mbps download and 20 Mbps upload, in alignment with the FCC's definition of "broadband."
  • Internet Type:Fiber, Cable (e.g., Comcast, Spectrum), or DSL.
  • Not Permissible:Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up.

When applying to jobs at Symetra you'll be asked totest your internet speedand confirm that your internet connection meets or exceeds Symetra's standard as outlined above.

We empower inclusion

At Symetra, we're building a place where every employee feels valued, respected, and has opportunities to contribute. Inclusion is about recognizing our assumptions, considering multiple perspectives, and removing barriers.

We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here.

Creating a world where more people have access to financial freedom

Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we're guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they're buying, and we design products-and operate our company-to stand the test of time. We're committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom.

For more information about our careers visit: https://symetra.eightfold.ai/careers

Work Authorization

Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company.

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