Hybrid Internal Wholesaler

Cetera•United States,

1d•$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 in an assigned Northwest territory. The role serves as a knowledgeable resource on NFG Brokerage products, processes, and sales support, supporting sales growth across annuity, life insurance, long-term care, and disability insurance through proactive outreach, consultative case support, product education, and partnership with Regional Sales and Relationship Managers. Candidates must be located in AK, ID, MT, ND, NE, OR, SD, WY, or WA. The position 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 pipeline activity, advisor and agency engagement, product and process education, relationship development, and contribution to regional sales growth. The role is remote, uses virtual meeting tools, and may require up to 25% travel within the assigned region. The salary range is $67,000–$81,000, plus an incentive compensation package. Compensation varies based on factors including skills, experience, certifications, and location.

Requirements

High school diploma or equivalent.
At least 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, Series 63, and applicable life, health, and annuities licenses, or ability to obtain and maintain required licenses as determined by business and regulatory requirements.
Knowledge of life or annuity products, insurance distribution, product illustration and case design concepts, sales pipeline management, account relationship management, consultative selling, agent onboarding, and compliance and 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.
Must be located in AK, ID, MT, ND, NE, OR, SD, WY, or WA.

Nice To Haves

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

Responsibilities

Grow and manage a 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 in the assigned territory, providing proactive outreach and 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.
Identify, re-engage, and develop dormant agency, agent, and advisor relationships to increase activity and uncover 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 internal visibility.
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.