Remote Northwest Life & Annuity Wholesaler

Cetera; Lincoln (NE); Remote; USD 67,000 - 81,000; Full time

Job summary

Cetera Financial Group’s Field Sales Representative, NFG, develops and grows business relationships with agencies, agents, advisors, and partner firms within an assigned Northwest territory. This role supports sales growth across annuity, life, long-term care, and disability insurance through proactive outreach and consultative case support.

Responsibilities include product education, illustration support, and coordination with internal teams, while traveling to meetings and events.

Qualifications

• Minimum of 3 years in financial services, insurance distribution, or related sales support field.
• FINRA Series 6 or 7, 63, and life/health/annuities licensing required or obtainable.
• Knowledge of life/annuity products, illustration, and case design.
• Ability to travel up to 25% within the Northwest region.

Responsibilities

• Grow a consistent pipeline by engaging agencies, agents, advisors, and partner firms.
• Serve as the central contact for quote activity, opportunities, education, and case follow-up.
• Provide product analysis, illustration support, and underwriting navigation.
• Collaborate with Regional Sales and Relationship Managers on territory planning and events.
• Maintain CRM records and coordinate with internal teams to move cases forward.

Skills

Relationship building

Consultative selling

Sales support

Account management

Independent prioritization

Communication

Proactive outreach

Negotiation

Industry knowledge

Team collaboration

Licensing compliance

Education

Bachelor's degree in business/finance

Minimum high school diploma

Tools

CRM (Salesforce)

MS Office

Job description

Cetera Financial Group’s Field Sales Representative, NFG, develops and grows business relationships with agencies, agents, advisors, and partner firms within an assigned Northwest territory. This role supports sales growth across annuity, life, long-term care, and disability insurance through proactive outreach and consultative case support.

Responsibilities include product education, illustration support, and coordination with internal teams, while traveling to meetings and events.