Remote Internal Wholesaler - Life & Annuity Growth NW

Cetera; Bismarck (ND); Remote; USD 67,000 - 81,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Paid time off

Holidays & wellness days

401(k) plan

Parental leave

Health Savings Account

Employee Assistance Program

Job summary

Cetera is seeking a Field Sales Representative to grow the Northwest territory by building relationships with agencies, agents, and advisors. You will provide product education, case design guidance, and support across annuity and life products while collaborating with Regional Sales and internal teams.

The role emphasizes proactive outreach, pipeline development, and travel within the region. A successful candidate will have regulatory licenses, strong sales experience, and the ability to work

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 related field-facing environment.
• FINRA Series 6 or 7, 63, and applicable life, health, and annuities licensing required, or ability to obtain per regulatory requirements.
• Knowledge of life or annuity products, insurance distribution, illustration and case design concepts, sales pipeline management, and compliance standards.
• Ability to work independently, prioritize in a fast-paced sales environment, communicate clearly with agencies, agents, advisors, and internal partners, and balance field travel with internal duties.

Responsibilities

• Grow and manage a consistent new business pipeline by building relationships with agencies, agents, advisors, and partner firms; expand engagement across product lines.
• Serve as central point of contact within the territory; provide proactive outreach 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, long-term care, and disability products.
• Partner with Regional Sales & Relationship Managers on territory planning and advisor engagement.
• Identify, re-engage, and develop dormant agencies and advisor relationships to increase activity and opportunities.
• Recommend appropriate products, features, and support resources based on account needs and compliance.
• Onboard and educate new agents/advisors on products, processes, expectations, and tools.
• Travel within the region to support meetings, events, and field work with regional managers.
• Maintain CRM, pipeline reporting, and activity records for visibility across teams.
• Collaborate with sales, case management, contracting, operations, and partners to resolve issues and progress cases.

Skills

Financial services experience

FINRA licenses 6/7/63

Life and annuity knowledge

Consultative selling

Relationship management

Travel readiness

Education

Bachelor’s degree (preferred)

Job description

Cetera is seeking a Field Sales Representative to grow the Northwest territory by building relationships with agencies, agents, and advisors. You will provide product education, case design guidance, and support across annuity and life products while collaborating with Regional Sales and internal teams.

The role emphasizes proactive outreach, pipeline development, and travel within the region. A successful candidate will have regulatory licenses, strong sales experience, and the ability to work