Business Analyst, Retirement Division Strategic Initiatives - Remote

Symetra has an exciting opportunity to join our Retirement Sales and Distribution team as a Business Analyst!

About the role

As a Business Analyst, you will support Retirement Division Strategic Initiatives with a key focus on Digital Initiatives and Distribution Effectiveness. You will play a critical role in driving adoption, improving partner experience, and ensuring operational excellence across multiple platforms and processes.

What you will do

• Partner Experience
  
  
  
  • Manage the collection of data and analysis to track adoption and campaign effectiveness
  • Responsible for the development of internal and external training materials and videos.
  
  
  
  
• Voice of Retirement Feedback
  
  
  
  • Responsible for tracking and updating feedback that we receive from all sources (Regional Vice Presidents, Internal sales desk, Internal and External Relationship Managers and Financial Professionals)
    
    
    
    • Deliver updates monthly to aligned AVP for broader report out
    • Work with AVP to synthesize data and establish recommendations
    
    
    
    
  • Distribution Effectiveness:
    
    
    
    • Prepare Broker Dealer deep dive analysis
    • Participate in report outs and recommendations
    
    
    
    
  • Luma/iCapital:
    
    
    
    • Manage iCapital and Luma training
    • Act as the main conduit for working with various departments on ensuring any iCapital updates are broadly communicated to the right departments and necessary approvals completed
    
    
    
    
  • Create document processes for the Retirement Division
  • Play an integral role in data collection and creating slides for presentation
  
  
  
  

Why work at Symetra

"This is a best workplace that value the personal and professional growth of its employees." - Sara H., Sr. Analytics Engineer

"Come hungry. Stay hungry. Symetra is a place where curiosity, continuous learning, and personal growth are truly valued. Don't be afraid to ask questions or challenge yourself-every step you take is worth it. You'll grow into a stronger, more empowered employee at one of the most diverse and equitable companies in the country." - Ashley C., Internal Wholesaler

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 ourSymetra Benefits Overview

Compensation

$58,300 - $97,200 annually plus eligibility for Company Annual Bonus program

Who you are

• High school diploma required.
• Bachelor's degree or equivalent work experience required.
• At least 5 years experience with annuity products and/or financial services
• Proficiency with full suite of Microsoft suite of products.
• SalesForce and Monday.com Experience strongly preferred.
• Analytical, data driven and process oriented
• Ability to work on multiple projects at any given time
• Experience creating training materials and/or process documents strongly preferred

We empower inclusion

At Symetra, we aspire to be the most inclusive insurance company in the country. 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.

• 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.

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