Annuity Sales Specialist, NFG jobs in United States
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Cetera Financial Group · 1 month ago

Annuity Sales Specialist, NFG

Cetera Financial Group is seeking an experienced Annuities Sales Specialist to join their team at NFG. The role involves strengthening relationships with agents and advisors through networking and education on insurance products.

AdviceFinancial ServicesRetailRetirementWealth Management

Responsibilities

Promote NFG Brokerage and cross sell products to existing and perspective agents and advisors
Network with potential agents and advisors to build and strengthen relationships
Educate agents and advisors on each type of insurance coverage and make recommendations based on their clients’ needs
Evaluate current insurance policies and recommend additional coverage when needed

Qualification

Annuities sales experienceSales goal achievementPhone-sales experienceAnalytical skillsWebinar presentationCommunication skills

Required

2+ years of prior Annuities sales experience
Prior experience in meeting sales goals
Phone-sales experience along with a sales-minded aptitude
Analytical and problem-solving skills
Exceptional written and verbal communication

Preferred

Webinar presentation experience a plus

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
2018-07-17Acquired

Leadership Team

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Michael Durbin
Chief Executive Officer
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Dan Burkott
Chief Compliance Officer - Tax Channel
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Company data provided by crunchbase