Want to break into financial services sales without starting from zero? This role lets you learn the annuity business from the inside, support high-impact sales, and build a clear path into wholesaling and more advanced sales roles – all from home.
About Symetra
Symetra is a national financial services company focused on retirement, employee benefits, and life insurance. They’re guided by three core principles: Value, Transparency, and Sustainability – building products that are clear, competitively priced, and built to last. Symetra is also a remote-forward, inclusive employer with a strong focus on learning, growth, and long-term financial security for both customers and employees.
Schedule
- Position: Platinum Sales Support Specialist (Retirement Sales)
- Location: Remote within the United States
- Type: Full-time
- Structure: Remote-first; must meet Symetra’s minimum home-internet requirements (100 Mbps down / 20 Mbps up; no satellite or hotspot)
- Team: Retirement Sales / Internal Sales Desk
What You’ll Do
- Provide concierge-level support on high-impact annuity applications and New Business cases.
- Monitor, track, and assist in processing new business to keep cases moving smoothly through the pipeline.
- Follow up on not-in-good-order (NIGO) business and call advisors to resolve issues quickly and accurately.
- Partner with internal and external wholesalers to support territory sales after meetings and calls.
- Handle product inquiries, illustration requests, rate questions, and updates on pending applications.
- Fulfill orders for marketing materials and sales literature to support advisor activity.
- Support calling campaigns to launch new products and uncover new sales opportunities.
- Answer inbound calls on the Sales Desk 800 line, providing product information, rates, and service support.
What You Need
- High school diploma required; bachelor’s degree or equivalent experience strongly preferred.
- Annuity application processing experience strongly preferred.
- Prior customer service or sales support experience, ideally with a desire to move into a more advanced sales role.
- Clear, professional communication skills and strong relationship-building ability.
- Solid attention to detail and comfort working with financial product information.
- Willingness to learn Symetra’s products, systems, and licensing requirements.
- Must be currently authorized to work in the United States (no visa sponsorship provided).
Benefits
- Pay range: $22.00 – $32.95 per hour, plus eligibility for the Company Annual Bonus.
- Flexible remote or hybrid telecommuting arrangements.
- 401(k) with immediate vesting and company match up to 6%.
- Paid time away: vacation, sick time, flex days, and ten paid holidays.
- Health benefits: medical, dental, vision, and well-being programs.
- Company matching for charitable giving to double your community impact.
- Strong learning culture with resources to grow your career in retirement sales.
Roles like this move quickly – especially fully remote ones with a clear path into higher-earning sales positions.
If you’ve got the drive to learn the business and grow, this could be your foot in the door.
Happy Hunting,
~Two Chicks…