Field Sales Representative, NFG

Cetera • United States,

14d • $67,000 - $81,000 • Remote

About The Position

The Field Sales Representative, NFG develops and grows business relationships with agencies, agents, advisors, and partner firms within an assigned territory by serving as a knowledgeable resource on NFG Brokerage products, processes, and sales support. This role supports sales growth across annuity, life insurance, long-term care, and disability insurance solutions through proactive outreach, consultative case support, product education, and close partnership with Regional Sales and Relationship Managers. The role combines internal wholesaling, field-facing relationship support, product analysis, case design guidance, and coordination across internal teams in a regulated life and annuity environment. Success is measured by consistent pipeline activity, advisor and agency engagement, product and process education, relationship development, and contribution to regional sales growth.

Requirements

• High school diploma or equivalent.
• Minimum of 3 years of experience in financial services, insurance distribution, life and annuity products, wholesaling, sales support, or a related field-facing sales environment.
• FINRA Series 6 or 7 and applicable life, health, and annuities licensing required, or ability to obtain and maintain required licensing as determined by business and regulatory requirements.
• Knowledge of life and annuity products, insurance distribution, product illustration and case design concepts, sales pipeline management, account relationship management, consultative selling, agent onboarding, and compliance/regulatory standards for life and annuity products.
• Ability to work independently, prioritize activity in a fast-paced sales environment, communicate clearly with agencies, agents, advisors, and internal partners, and balance field travel with internal responsibilities.

Nice To Haves

• Bachelor’s degree in business, finance, financial services, or a related field preferred.
• Experience working with agencies, agents, financial professionals, or broker-dealer/insurance distribution channels preferred.

Responsibilities

• Grow and manage a consistent new business pipeline by building relationships with agencies, agents, advisors, and partner firms and expanding engagement across NFG Brokerage product lines.
• Serve as a central point of contact within the assigned territory, providing proactive outreach and responsive support for quote activity, sales opportunities, product education, and case follow-up.
• Provide product analysis, illustration support, case design guidance, underwriting navigation, and competitive positioning across annuity, life insurance, long-term care, and disability insurance solutions.
• Partner with Regional Sales and Relationship Managers on territory planning, strategic account development, advisor engagement, regional events, and follow-through on field opportunities.
• Independently identify, re-engage, and develop dormant agencies, agents, and advisor relationships to increase activity and uncover new sales opportunities.
• Recommend appropriate products, features, and support resources based on account needs, market opportunities, compliance considerations, and business goals.
• Onboard and educate new agents and advisors on NFG Brokerage products, processes, expectations, systems, tools, and available support resources.
• Travel within the assigned region to support agency and advisor meetings, training sessions, field events, carrier-partnered engagements, and joint field work with the Regional Sales and Relationship Manager.
• Maintain accurate CRM documentation, pipeline reporting, activity updates, and follow-up records to support coordinated territory management and visibility across internal teams.
• Collaborate with sales teams, case management, new business, contracting, operations, carrier partners, and other internal stakeholders to resolve issues, support case progression, and improve the advisor experience.

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 fostering.
• 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.
• Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
• Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED