Sales Account Merchant

Cetera; Bismarck (ND); Remote; USD 50,000 - 75,000; Full time

Job summary

Cetera Financial Group is hiring a Field Sales Representative for NFG to grow business with agencies, agents, and advisors within an assigned territory. You will serve as a resource on brokerage products, processes, and sales support, driving education and proactive engagement across annuity, life, long-term care, and disability insurance solutions.

The role emphasizes consultative case support, product illustration, and collaboration with Regional Sales and Relationship Managers to expand the

Qualifications

• High school diploma or equivalent.
• Minimum of 3 years of experience in financial services, insurance distribution, life and annuity products, or related field-facing sales.
• FINRA Series 6/7, 63, and applicable life, health, and annuities licensing required, or ability to obtain.
• Bachelor’s degree preferred.

Responsibilities

• Grow and manage a consistent new business pipeline by building relationships with agencies, agents, advisors, and partner firms.
• Provide product analysis, illustrations, case design guidance, underwriting navigation, and sales support.
• Travel within the assigned region up to 25% to support meetings, events, and relationship development.
• Maintain accurate CRM documentation, pipeline reporting, and activity updates.
• Collaborate with Regional Sales and Relationship Managers to plan territory strategies and drive regional growth.

Skills

Consultative selling

Relationship building

Self-motivation

Communication

Education

Bachelor’s degree in business/finance/financial services

FINRA Series 6/7, 63 licensing

Job description

The Field Sales Representative, NFG develops and grows business relationships with agencies, agents, advisors, and partner firms within an assigned territory by serving as a knowledgeable resource on NFG Brokerage products, processes, and sales support. This role supports sales growth across annuity, life insurance, long-term care, and disability insurance solutions through proactive outreach, consultative case support, product education, and close partnership with Regional Sales and Relationship Managers.

Responsibilities

• The role combines internal wholesaling, field-facing relationship support, product analysis, case design guidance, and coordination across internal teams in a regulated life and annuity environment. Success is measured by consistent pipeline activity, advisor and agency engagement, product and process education, relationship development, and contribution to regional sales growth.
• 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.
• 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.

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.
• Bachelor’s degree in business, finance, financial services, or a related field preferred.
• Experience working with agencies, agents, financial professionals, or broker-dealer/insurance distribution channels preferred.
• Remote role using virtual meeting tools to connect with field leaders, agents, agencies, advisors, and internal partners.
• Travel may be required up to 25% within the assigned region, including periodic travel to agencies, regional meetings, field events, and conferences.

Contract & Location

This role is remote. Travel may be required up to 25% within the assigned region. The position is full time.

Remuneration

We offer a competitive salary and a benefits package for full time roles.

Benefits

• Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days.
• 401(k) savings plan with a generous company contribution (up to 5%) and access to a financial professional to offer employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance, and other voluntary benefits.
• Additional benefits such as identity theft protection and other voluntary benefits to provide extra peace of mind.

Company Information

Cetera Financial Group® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.

Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (Cetera Financial Group)

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.