Remote Internal Wholesaler for Northwest Field Support

Cetera

Sioux Falls (SD)

Remote

USD 67,000 - 81,000

Full time

13 days ago

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Benefits offered by this job

Health, dental, vision, and life plans
Paid time off + holidays
401(k) with company match
Parental leave
Wellness days
Employee assistance program (EAP)
LifeLock and pet insurance

Job summary

Cetera Financial Group is seeking a Field Sales Representative to develop and grow relationships with agencies, agents, and advisors across the Northwest region. You will educate on NFG Brokerage products, support sales opportunities, and coordinate with Regional Sales and Relationship Managers.

The role requires FINRA licensing, strong relationship skills, and travel up to 25% within the assigned region. This is a remote, field-facing position with comprehensive benefits.

Qualifications

  • Minimum 3 years in financial services, insurance distribution, or related field-facing sales environment.
  • FINRA Series 6 or 7, 63, and applicable life/annuity licensing required, or ability to obtain as per regulations.
  • Knowledge of life/annuity products, case design concepts, and sales pipeline management.

Responsibilities

  • Grow and manage a steady new business pipeline by building relationships with agencies, agents, advisors, and partner firms.
  • Serve as central point of contact 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, and LTC/DI products.

Skills

Relationship building
Consultative selling
Account management
Territory planning
Communication
Product knowledge

Education

High school diploma
Bachelor's degree preferred

Tools

CRM software

Job description

Cetera Financial Group is seeking a Field Sales Representative to develop and grow relationships with agencies, agents, and advisors across the Northwest region. You will educate on NFG Brokerage products, support sales opportunities, and coordinate with Regional Sales and Relationship Managers.

The role requires FINRA licensing, strong relationship skills, and travel up to 25% within the assigned region. This is a remote, field-facing position with comprehensive benefits.

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