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Field Sales Representative - Remote, Pacific Region

extra holidays - extra parental leave
Remote: 
Full Remote
Experience: 
Mid-level (2-5 years)
Work from: 

Offer summary

Qualifications:

3+ years industry experience in life and annuity products, Team player and self-starter, Excellent verbal and written communication skills, Understanding of compliance in finance.

Key responsabilities:

  • Manage relationships to grow new business pipeline
  • Educate agencies on brokerage products and processes
Cetera Financial Group logo
Cetera Financial Group Financial Services Large https://www.cetera.com/
1001 - 5000 Employees
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Job description

Job Description

At NFG, an affiliate of Cetera Financial, we embrace a competitive market with tenacity and sincerity, and our sales team embodies this through various channels within our organization. They recognize the immense potential for growth and achievement that lies within our organization, and they strive to exceed expectations by forging meaningful connections with financial professionals and their clients, understanding their needs, and providing them with top-notch strategies and solutions to enhance their business. NFG is currently seeking to add an experienced Field Sales Representative to our growing team. In this role you will develop and grow business relationships with agencies and agents by acting as a subject matter expert on our products and processes and as a liaison with those individuals and entities. This involves collaborating with our Regional Sales and Relationship Managers and other team members to design and execute sales plans, as well as working with agencies and agents to educate on and recommend products. In this role you will also be responsible for growing and developing dormant agencies/agents. This role is remote and uses virtual meeting tools to connect with field leaders, agents and agencies. There will also be periodic travel to various agencies and conferences.

Key Responsibilities Include

  • Grow and manage a consistent and continuous new business pipeline through building relationships, developing expertise, and educating agencies and agents on NFG Brokerage products and processes
  • Establish, manage, and grow strong relationships with existing strategic accounts with large growth potential
  • Provide product analysis, illustration, and case design, acting as a subject matter expert for business stakeholders
  • Independently grow and develop dormant agencies/agents.
  • Recommend new products and features to agents and agencies, using knowledge of each account and its needs, markets, and goals
  • Develop and collaborate on account specific strategies and marketing plans to deliver growth
  • Onboard and educate new agents regarding NFG Brokerage products and processes
  • Ensure ongoing communication about policy/agent activity with internal groups (sales teams, new business, contracting, etc…)

Qualifications

  • 3+ years industry experience in life and annuity products
  • Team player and self-starter with the ability to work independently and prioritize work in a fast-paced sales environment
  • Excellent verbal and written communications skills
  • Understanding of compliance and regulatory standards for life and annuity products

About Us

What we give you in return:

Benefits

Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

  • Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
  • Easy access to mental health benefits to meet our team members and their families where they are.
  • 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
  • 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
  • Paid parental leave to support all team members with birth, adoption, and foster.
  • 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 more.

About Cetera Financial Group

Cetera Financial Group ® ("Cetera") is a leading network of independent retail broker-dealers 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 an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. 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 " refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors , Cetera Advisor Networks , Cetera Financial Institutions, Cetera Financial Specialists , and First Allied Securities .

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the 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.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note : this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Sales
  • Relationship Management
  • Time Management
  • Teamwork
  • Communication

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