Remote Internal Wholesaler: Life & Annuity Growth Partner

Cetera

Nebraska

Remote

USD 67,000 - 81,000

Full time

14 days+

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Benefits offered by this job

Health insurance
Dental insurance
Vision insurance
Paid time off
401(k) plan with company match
Parental leave
Flexible spending account
Employee Assistance Program

Job summary

The Cetera network is seeking a Field Sales Representative for NFG to expand relationships with agencies, agents, and advisors across an assigned Territory. You’ll educate on brokerage products, support case progression, and drive regional sales growth through proactive outreach and consultative support.

You will collaborate with Regional Sales to plan territory development, onboard new partners, and provide product analysis and illustration guidance across annuities, life, long-term care, and

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.
  • 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.
  • Bachelor’s degree in business, finance, financial services, or a related field preferred.

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.
  • 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.

Education

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

Tools

FINRA Series 6/7/63 licenses

Job description

The Cetera network is seeking a Field Sales Representative for NFG to expand relationships with agencies, agents, and advisors across an assigned Territory. You’ll educate on brokerage products, support case progression, and drive regional sales growth through proactive outreach and consultative support.

You will collaborate with Regional Sales to plan territory development, onboard new partners, and provide product analysis and illustration guidance across annuities, life, long-term care, and

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