Remote Field Sales Rep – Insurance & Annuities

Cetera

Hydaburg (AK)

Remote

USD 65,000 - 100,000

Full time

7 days ago
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Benefits offered by this job

Inclusive health, dental, vision, and
PTO and holidays
401(k) with company match
Health Savings/ Flexible Spending
Employee Assistance Program
Voluntary benefits

Job summary

Cetera Financial Group is seeking a Field Sales Representative for NFG to cultivate and expand relationships with agencies, agents, advisors, and partner firms across an assigned territory. You will serve as a knowledgeable resource on brokerage products, processes, and sales support.

Responsibilities include building a robust sales pipeline, providing proactive outreach, product education, and coordination with Regional Sales and Relationship Managers.

Qualifications

  • Minimum of 3 years in financial services or related field-facing sales.
  • Licensing requirements: FINRA Series 6/7, 63, and life/health/annuities where applicable.
  • Bachelor's degree preferred in business, finance, or financial services.

Responsibilities

  • Develop and grow a consistent pipeline by building relationships with agencies, agents, advisors, and partner firms.
  • Provide proactive outreach, case support, product education, and collaboration with Regional Sales and RM teams.
  • Offer product analysis, illustration support, case design guidance, underwriting navigation, and product positioning.
  • Travel within the assigned region to meet with agencies, conduct trainings, and attend field events.
  • Maintain CRM records, pipeline updates, and activity logs for territory visibility.

Skills

Relationship building
Consultative selling
Communication
Self-motivation
Travel readiness

Education

Bachelor's degree in business/ finance/ financial services
FINRA Series 6/7, 63 licenses

Tools

CRM software

Job description

Cetera Financial Group is seeking a Field Sales Representative for NFG to cultivate and expand relationships with agencies, agents, advisors, and partner firms across an assigned territory. You will serve as a knowledgeable resource on brokerage products, processes, and sales support.

Responsibilities include building a robust sales pipeline, providing proactive outreach, product education, and coordination with Regional Sales and Relationship Managers.

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