Remote Internal Wholesaler & Northwest Field Sales Pro

Cetera; Bozeman (MT); Remote; USD 67,000 - 81,000; Full time

Benefits offered by this job

Health, dental, vision, and life plans

Paid time off

401(k) with company contribution

Paid parental leave

Health Savings and Flexible Spending

Employee Assistance Program

Job summary

Cetera Financial Group is seeking a Field Sales Representative for the Northwest region (AK, ID, MT, ND, NE, OR, SD, WY, WA). You will grow a pipeline by engaging agencies, agents, and financial professionals while supporting quotes, case design, and product education.

The role combines internal wholesaling with field relationship management in a regulated life and annuity environment. Travel up to 25% is expected; finance licensing (Series 6/7, 63, life/health/annuities) is required or

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, advisors, and internal partners, and balance field travel with internal responsibilities.

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.
• Onboard and educate new agents and advisors on NFG Brokerage products, processes, expectations, systems, tools, and available support resources.
• 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

Communication skills

Independent work

Consultative selling

Sales pipeline management

Regulatory standards knowledge

Education

High school diploma or equivalent

Bachelor’s degree in business/finance (preferred)

Job description

Cetera Financial Group is seeking a Field Sales Representative for the Northwest region (AK, ID, MT, ND, NE, OR, SD, WY, WA). You will grow a pipeline by engaging agencies, agents, and financial professionals while supporting quotes, case design, and product education.

The role combines internal wholesaling with field relationship management in a regulated life and annuity environment. Travel up to 25% is expected; finance licensing (Series 6/7, 63, life/health/annuities) is required or