Cetera Financial Group
Field Sales Representative (CA | ID | WY | OR)
Cetera Financial Group, San Francisco, California, United States, 94199
Overview
Field Sales Representative (CA | ID | WY | OR) – Cetera Financial Group Join to apply for the
Field Sales Representative (CA | ID | WY | OR)
role at Cetera Financial Group. 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 (Internal Wholesaler) to our growing Life and Annuities 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. There will be up to 25% travel within your region. Primary regional focus includes CA, ID, WY, and OR. 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…) Qualifications
3+ years industry experience in life and annuity products FINRA Series 6 or 7 Life/Annuities licensing 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 Compensation
The base annual salary for this role is $60,000 plus a competitive performance-based sales incentive program. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations. About Us
What we give you in return:
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. 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, and Cetera Financial Specialists . 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. Seniority level
Mid-Senior level Employment type
Full-time Job function
Sales and Business Development
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Field Sales Representative (CA | ID | WY | OR) – Cetera Financial Group Join to apply for the
Field Sales Representative (CA | ID | WY | OR)
role at Cetera Financial Group. 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 (Internal Wholesaler) to our growing Life and Annuities 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. There will be up to 25% travel within your region. Primary regional focus includes CA, ID, WY, and OR. 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…) Qualifications
3+ years industry experience in life and annuity products FINRA Series 6 or 7 Life/Annuities licensing 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 Compensation
The base annual salary for this role is $60,000 plus a competitive performance-based sales incentive program. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations. About Us
What we give you in return:
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. 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, and Cetera Financial Specialists . 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. Seniority level
Mid-Senior level Employment type
Full-time Job function
Sales and Business Development
#J-18808-Ljbffr