Remote Field Wholesaler – Northwest Territory

Cetera; Salem (OR); Remote; USD 67,000 - 81,000; Full time

Benefits offered by this job

Health, dental, vision, and life ins.

Paid time off + holidays + wellness

401(k) with company match up to 5%

Parental leave

Wellness days

EAP and other voluntary benefits

Job summary

Cetera Financial Group is seeking a Field Sales Representative to develop and grow business relationships with agencies, agents, advisors, and partner firms across the Northwest region. The role supports growth in annuity, life insurance, long-term care, and disability insurance through proactive outreach, product education, and collaboration with Regional Sales and Relationship Managers.

The position is remote with up to 25% travel, requires FINRA licensing and industry knowledge, and offers a

Qualifications

• High school diploma or equivalent.
• 3+ years in financial services, insurance distribution, life and annuity products, wholesaling, sales support, or 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, advisors, and internal partners, and balance field travel with internal responsibilities.

Responsibilities

• Grow and manage a consistent 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.
• 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.

Education

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

Job description

Cetera Financial Group is seeking a Field Sales Representative to develop and grow business relationships with agencies, agents, advisors, and partner firms across the Northwest region. The role supports growth in annuity, life insurance, long-term care, and disability insurance through proactive outreach, product education, and collaboration with Regional Sales and Relationship Managers.

The position is remote with up to 25% travel, requires FINRA licensing and industry knowledge, and offers a