Cetera Financial Group
Field Sales Representative (CA | ID | WY | OR)
Cetera Financial Group, San Francisco, California, United States, 94199
Overview
At NFG, an affiliate of Cetera Financial, we embrace a competitive market with tenacity and sincerity. Our sales team embodies this through various channels within our organization, striving to exceed expectations by forging meaningful connections with financial professionals and their clients, understanding their needs, and providing 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. Key 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.
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At NFG, an affiliate of Cetera Financial, we embrace a competitive market with tenacity and sincerity. Our sales team embodies this through various channels within our organization, striving to exceed expectations by forging meaningful connections with financial professionals and their clients, understanding their needs, and providing 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. Key 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.
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