Field Sales Representative - Remote, Pacific Region @ Cetera Financial Group | Jobright.ai
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Cetera Financial Group · 2 days ago

Field Sales Representative - Remote, Pacific Region

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Responsibilities

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…)

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Annuity ProductsCompliance StandardsSales Environment

Required

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

Benefits

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.

Company

Cetera Financial Group

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Cetera Financial Group is a privately-held, independent broker-dealer and investment adviser families.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Genstar Capital
2023-10-04Private Equity· undefined
2018-07-17Acquired· undefined

Leadership Team

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Brett Harrison
CEO Cetera Advisors/First Allied Securities
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Michael Durbin
CEO
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Company data provided by crunchbase
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