Remote Internal Wholesaler – NW Life & Annuities

Cetera; North Dakota; Remote; USD 67,000 - 81,000; Full time

Benefits offered by this job

Health, dental, vision and life保险

PTO and paid holidays

401(k) with company match

Parental leave

HSA/FSA options

Employee Assistance Program

Job summary

The Field Sales Representative, NFG, part of Cetera, builds and grows business relationships with agencies, agents, advisors, and partner firms within an assigned Northwest territory. You will serve as a knowledgeable resource on NFG Brokerage products, processes, and sales support, supporting growth across annuity, life, long-term care, and disability products.

This remote role requires proactive outreach, product education, and alliance with Regional Sales and Relationship Managers.

Qualifications

• High school diploma or equivalent.
• Minimum of 3 years of experience in financial services or insurance distribution.
• FINRA Series 6 or 7, 63, and life/annuity licensing or ability to obtain.
• Knowledge of life/annuity products, illustration and case design concepts, and sales pipeline management.
• Ability to work independently and balance field travel with internal responsibilities.
• Clear communication with agencies, agents, advisors, and internal partners.

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

Sales experience

Licensing knowledge

Independent work

Travel readiness

Education

High school diploma or equivalent

Bachelor’s degree in business/finance/financial services or related field (preferred)

Job description

The Field Sales Representative, NFG, part of Cetera, builds and grows business relationships with agencies, agents, advisors, and partner firms within an assigned Northwest territory. You will serve as a knowledgeable resource on NFG Brokerage products, processes, and sales support, supporting growth across annuity, life, long-term care, and disability products.

This remote role requires proactive outreach, product education, and alliance with Regional Sales and Relationship Managers.