Remote Field Sales Rep — Life & Annuities (Northwest)

Cetera; Oregon; Hybrid; USD 67,000 - 81,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan

Job summary

Cetera Field Sales Representative, NFG, develops and grows business relationships with agencies, agents, advisors, and partner firms in the Northwest region, covering annuity, life, long-term care, and disability solutions. Remote role with travel up to 25% within the assigned region.

Requirements include a high school diploma, 3+ years in financial services, FINRA licenses, and strong consultative selling and case design skills. Bachelor's degree preferred.

Qualifications

• 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, 63, and applicable life, health, and annuities licensing required, or ability to obtain.
• Knowledge of life or 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.

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

Sales experience

Communication

Independent work

CRM

Education

High school diploma

Bachelor's degree preferred

Tools

CRM software

Regulatory licensing

Job description

Cetera Field Sales Representative, NFG, develops and grows business relationships with agencies, agents, advisors, and partner firms in the Northwest region, covering annuity, life, long-term care, and disability solutions. Remote role with travel up to 25% within the assigned region.

Requirements include a high school diploma, 3+ years in financial services, FINRA licenses, and strong consultative selling and case design skills. Bachelor's degree preferred.