Cetera Financial Group · 1 week ago
Regional Sales & Relationship Manager
United States
Full-time
Remote
Mid, Senior Level
$60K/yr - $60K/yr
6+ years expCetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice. The Regional Sales and Relationship Manager will lead sales growth in Life, Annuity, Long Term Care, and Disability Income Divisions, developing strategic relationships and collaborating with a sales team to achieve regional sales targets.
AdviceFinancial ServicesRetailRetirementWealth Management
Responsibilities
Develop and implement regional sales strategies to meet and exceed sales goals
Support, guide, and collaborate with a regional sales team to drive performance and growth
Build and maintain strong relationships with key distribution partners, producers, and advisors
Analyze market trends to identify new business opportunities and areas for growth
Provide training, support, and guidance on Life, Annuity, LTC, and DI concepts and products to the sales team and partners
Collaborate with internal departments to ensure seamless product delivery and advisor/producer satisfaction
Qualification
Required
Minimum of 6+ years of experience in insurance and/or annuity sales, with proven leadership skills
Strong knowledge of insurance and annuity products, industry regulations, and market trends
Excellent communication, negotiation, and interpersonal skills
Ability to travel within the assigned region
FINRA Series 6/7 and 63 required
Preferred
Candidates are required to live in the Northwest region of the U.S., preferably Salt Lake City, UT or Seattle, WA
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, and 2 paid wellness days 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
Cetera Financial Group is a privately-held, independent broker-dealer and investment adviser families.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Genstar Capital
2023-10-04Private Equity
2018-07-17Acquired
Leadership Team
Michael Durbin
Chief Executive Officer
Dan Burkott
Chief Compliance Officer - Tax Channel
Recent News
2026-01-07
2026-01-07
2025-12-27
Company data provided by crunchbase