Remote Field Sales Rep: Life & Annuity Solutions

Cetera; Idaho; Remote; USD 70,000 - 90,000; Full time

Benefits offered by this job

Inclusive health, dental, vision, and

Paid time off + holidays

401(k) with company match

Health Savings/ Flexible Spending

Employee Assistance Program

Job summary

Cetera Financial Group (Cetera) is seeking a Field Sales Representative, NFG to develop and grow business relationships with agencies, agents, advisors, and partner firms within an assigned territory. You will serve as a knowledgeable resource on NFG Brokerage products, processes, and sales support to drive growth across annuity, life, long-term care, and disability insurance solutions.

In this remote role, you will collaborate with Regional Sales and Relationship Managers on territory planning,

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 and maintain required licensing as determined by business and regulatory requirements.
• 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, analysts, and internal partners, and balance field travel with internal responsibilities.
• Bachelor’s degree in business, finance, financial services, or a related field preferred.
• Experience working with agencies, agents, financial professionals, or broker-dealer/insurance distribution channels preferred.
• Remote role using virtual meeting tools to connect with field leaders, agents, agencies, advisors, and internal partners.
• Travel may be required up to 25% within the assigned region, including periodic travel to agencies, regional meetings, field events, and conferences.

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.
• 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

Relationship building

Consultative selling

Sales support

Product knowledge

Education

Bachelor's degree

Job description

Cetera Financial Group (Cetera) is seeking a Field Sales Representative, NFG to develop and grow business relationships with agencies, agents, advisors, and partner firms within an assigned territory. You will serve as a knowledgeable resource on NFG Brokerage products, processes, and sales support to drive growth across annuity, life, long-term care, and disability insurance solutions.

In this remote role, you will collaborate with Regional Sales and Relationship Managers on territory planning,