Annuity Sales Specialist

Cetera • Des Moines, IA

11h

About The Position

NFG Brokerage, an affiliate of Cetera Financial Group, is seeking an experienced Annuity Sales Specialist to strengthen and expand relationships with existing and prospective financial professionals through strategic outreach, digital engagement, and consultative support. The specialist helps financial professionals understand annuity planning strategies and products, connects investor challenges to product solutions, and educates advisors on implementing those solutions in their practices.

The role requires a working knowledge of different annuity types and their appropriate uses, along with the consultative ability to provide sales ideas, prospecting techniques, support in overcoming sales objections, unbiased product guidance, and strategies for closing sales opportunities, including point-of-sale meetings. The specialist regularly works with Regional Sales Teams, New Business, Contracting, and Operations.

Requirements

• Bachelor’s degree or equivalent experience.
• At least 2 years of prior sales experience.
• Active FINRA Series 6 and 63 securities registrations.
• Active Life, Accident, & Health license.
• Strong interpersonal, communication, presentation, and training skills.
• Strong customer service and problem-solving skills, including adaptability to different personality types.
• Highly organized, detail-oriented, and able to manage multiple priorities.
• Self-motivated, able to work independently and collaboratively, and interested in contributing to a cohesive team.
• Willingness to learn and self-teach.
• Positive attitude and ambition to help others succeed.

Nice To Haves

• Deep functional understanding of investment and protection products.
• Strong aptitude for technology and proficiency with Microsoft Office, especially Excel.
• Ability to solve complex problems with a focus on results.
• Strong storytelling and presentation skills to convey value propositions effectively.
• Ability to explain technical information clearly in non-technical terms.
• Ability to thrive in a fast-paced, evolving environment while maintaining focus and accuracy.

Responsibilities

• Promote NFG Brokerage and its available annuity solutions to current and prospective financial professionals.
• Serve as a subject matter expert on supported Fixed, Indexed, and Registered-Index Linked Annuity product lines.
• Consult with advisors and provide product guidance and suitability insights tailored to client scenarios.
• Assist advisors with strategic sales ideas and competitive product positioning, and guide them toward suitable solutions and resources from partnering carriers.
• Support advisor education on investment challenges, including asset protection and retirement security.
• Provide market trend insights and contribute to marketing and educational initiatives.
• Deliver presentations through inbound and outbound calls, webinars, and one-on-one consultations.
• Advocate for the resources, tools, services, and support provided to financial professionals.
• Perform additional duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level