Annuity Sales Specialist jobs in United States
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Cetera Financial Group · 3 days ago

Annuity Sales Specialist

Cetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice. They are currently seeking an experienced Annuity Sales Specialist to strengthen and grow relationships with agents and advisors through networking and education on insurance coverage.

AdviceFinancial ServicesRetailRetirementWealth Management
Hiring Manager
Alexis G.
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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

Financial Industry experienceSales goal achievementClient relationship managementE-marketingNetworkingInsurance knowledge

Required

Prior experience in the Financial Industry
Prior experience in meeting sales goals
Experience working with clients and managing relationships

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

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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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Tom Gooley
Chief Operating Officer
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Company data provided by crunchbase