Remote Field Sales Pro - Financial Services

Bazeta; Northern (KY); Hybrid; USD 67,000 - 81,000; Full time

Benefits offered by this job

Competitive incentive compensation

Job summary

Cetara? Cetera in the United States is seeking a Field Sales Representative to grow a regional pipeline by engaging agencies, agents, and advisors with NFG Brokerage products. You will educate on annuity, life, long-term care, and disability solutions while coordinating with internal partners.

The role emphasizes proactive outreach, consultative case support, and field travel up to 25% in a remote-capable environment. Strong, independent work and regulatory compliance are required.

Qualifications

• High school diploma or equivalent.
• Minimum of 3 years in financial services or related field-facing sales.
• FINRA Series 6 or 7 and life/health/annuities licenses (or ability to obtain).
• Knowledge of life/annuity products, sales pipeline management, and compliance.

Responsibilities

• Grow and manage a consistent new business pipeline by building agency/advisor relationships.
• Provide proactive outreach for quotes, education, and case follow-up.
• Offer product analysis, illustration support, and case design guidance.
• Coordinate with regional teams on territory planning and events.

Skills

Sales & relationship building

Communication

Consultative selling

Education

High school diploma or equivalent

Bachelor's degree in business/finance (preferred)

Job description

Cetara? Cetera in the United States is seeking a Field Sales Representative to grow a regional pipeline by engaging agencies, agents, and advisors with NFG Brokerage products. You will educate on annuity, life, long-term care, and disability solutions while coordinating with internal partners.

The role emphasizes proactive outreach, consultative case support, and field travel up to 25% in a remote-capable environment. Strong, independent work and regulatory compliance are required.