Remote Field Sales Advisor — Life & Annuity Insurance

Cetera; Idaho Falls (ID); Remote; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health Insurance

PTO and holidays

401(k) plan with company contribution

Health Savings Account

Job summary

Cetera Financial Group is seeking a Field Sales Representative for Idaho Falls to grow and manage a revenue pipeline by partnering with agencies, agents, and advisors. You will provide product education, case design guidance, and underwriting navigation in a remote role with periodic travel.

The role emphasizes proactive outreach, consultative selling, and collaboration with regional sales and relationship managers to drive regional growth. A BA/BS and FINRA licensing are preferred.

Qualifications

• Minimum of 3 years in financial services, insurance distribution, life/annuity products, wholesale or field-facing sales support.
• Strong knowledge of life and annuity products, product illustration and case design concepts, and compliance standards.

Responsibilities

• Develop and grow a consistent pipeline by building relationships with agencies, agents, and advisors.
• Provide product analysis, illustration support, case design guidance, underwriting navigation, and competitive positioning.
• Travel up to 25% within the assigned region to support meetings, events, and field opportunities.
• Maintain CRM records, pipeline reports, and activity updates for coordinated territory management.

Skills

Relationship building

Consultative selling

Sales support

Communication

Education

Bachelor’s degree in business, finance, financial services, or related field

FINRA Series 6/7, 63 license

Job description

Cetera Financial Group is seeking a Field Sales Representative for Idaho Falls to grow and manage a revenue pipeline by partnering with agencies, agents, and advisors. You will provide product education, case design guidance, and underwriting navigation in a remote role with periodic travel.

The role emphasizes proactive outreach, consultative selling, and collaboration with regional sales and relationship managers to drive regional growth. A BA/BS and FINRA licensing are preferred.