In this role, Jordan will be responsible for the management and development of new retirement plans business with public school districts and other qualified tax-exempt 403(b) relationships, according to a news release. In addition, he will help direct wealth management product distribution both through independent financial advisers and franchise producers affiliated with the Symetra Investment Services, Inc. broker/dealer.
Jordan will join Symetra’s existing 403(b) team to expand the level of administration services, education, and outreach that Symetra provides directly to school districts nationwide. He will work closely alongside Symetra’s 403(b)/457 executive vice president Scott Bartholomaus and Joanne Henderson, 403(b)/457 vice president, to complement the team’s ongoing business development.
Jordan has held a variety of senior management positions focused on retirement-related product strategy and distribution. He began his career as a financial adviser at VALIC and later moved into a management role at the company serving as senior vice president of National Markets and Group Relationships.
In April, Symetra unveiled its Savings for Schools program providing 403(b) plan tools, education and resources to school districts (see “Symetra Offers New Program for K-12 403(b) Sponsors’).