Note: The job is a remote job and is open to candidates in USA. Cetera Financial Group is hiring a Field Sales Representative, NFG, to grow business relationships and sales across an assigned Northwest territory. The role provides product education, consultative case support, and coordination with regional sales, relationship managers, and internal teams for insurance and annuity solutions.
Responsibilities
- Grow and manage a consistent new business pipeline by building relationships with agencies, agents, advisors, and partner firms and expanding engagement across NFG Brokerage product lines
- Serve as a central point of contact within the assigned territory, providing proactive outreach and responsive support for quote activity, sales opportunities, product education, and case follow-up
- Provide product analysis, illustration support, case design guidance, underwriting navigation, and competitive positioning across annuity, life insurance, long-term care, and disability insurance solutions
- Partner with Regional Sales and Relationship Managers on territory planning, strategic account development, advisor engagement, regional events, and follow-through on field opportunities
- Independently identify, re-engage, and develop dormant agencies, agents, and advisor relationships to increase activity and uncover new sales opportunities
- Recommend appropriate products, features, and support resources based on account needs, market opportunities, compliance considerations, and business goals
- Onboard and educate new agents and advisors on NFG Brokerage products, processes, expectations, systems, tools, and available support resources
- Travel within the assigned region to support agency and advisor meetings, training sessions, field events, carrier-partnered engagements, and joint field work with the Regional Sales and Relationship Manager
- Maintain accurate CRM documentation, pipeline reporting, activity updates, and follow-up records to support coordinated territory management and visibility across internal teams
- Collaborate with sales teams, case management, new business, contracting, operations, carrier partners, and other internal stakeholders to resolve issues, support case progression, and improve the advisor experience
Skills
- High school diploma or equivalent
- Minimum of 3 years of experience in financial services, insurance distribution, life and annuity products, wholesaling, sales support, or a related field-facing sales environment
- FINRA Series 6 or 7 and applicable life, health, and annuities licensing required, or ability to obtain and maintain required licensing as determined by business and regulatory requirements
- Knowledge of life and annuity products, insurance distribution, product illustration and case design concepts, sales pipeline management, account relationship management, consultative selling, agent onboarding, and compliance/regulatory standards for life and annuity products
- Ability to work independently, prioritize activity in a fast-paced sales environment, communicate clearly with agencies, agents, advisors, and internal partners, and balance field travel with internal responsibilities
- Experience working with agencies, agents, financial professionals, or broker-dealer/insurance distribution channels preferred
- Bachelor's degree in business, finance, financial services, or a related field preferred
Benefits
- For full-time roles: inclusive health, dental, vision, and life insurance plans.
- For full-time roles: access to mental health benefits for team members and their families.
- For full-time roles: 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days.
- For full-time roles: 401(k) savings plan with a company contribution of up to 5%, and access to a financial professional.
- For full-time roles: paid parental leave for birth, adoption, and fostering.
- For full-time roles: Health Savings and Flexible Spending Account options for healthcare, daycare, commuting, and more.
- For full-time roles: Employee Assistance Program (EAP), LifeLock, pet insurance, and other voluntary benefits.
- For full-time roles: paid caregiver leave when caring for an ill or recovering family member.
- Competitive incentive compensation package.
- Remote role.
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