Field Sales Representative

CETERA

. Grow and manage a consistent new business pipeline .

Posted 10/2/2026full-timeRemote • United StatesMid-LevelSenior💰 $67,000 - $81,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial services and insurance distribution, with a strong focus on life and annuity products, consultative selling, and account relationship management. Proficient in agent onboarding, compliance standards, and sales pipeline management while effectively collaborating with internal and external stakeholders.

Highest-signal resume keywords

FINRA Series 6 Or 7 LicensingLife And Annuity Products KnowledgeSales Pipeline ManagementConsultative SellingAgent Onboarding

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Product AnalysisCase Design GuidanceUnderwriting NavigationCompetitive PositioningSales SupportAccount Relationship ManagementCompliance StandardsSales OpportunitiesQuote ActivityMarket Opportunities

Soft Skills

Clear CommunicationIndependent WorkPrioritizationRelationship BuildingCollaboration

Tools & Technologies

CRM DocumentationPipeline ReportingActivity UpdatesSupport Resources

Certifications & Qualifications

FINRA Series 6 Or 7Life, Health, And Annuities Licensing

Industry Keywords

Financial ServicesInsurance DistributionWholesalingField Sales EnvironmentDormant Agency Development

About the role

Key responsibilities & impact

Grow and manage a consistent new business pipeline
Build relationships with agencies, agents, advisors, and partner firms
Provide 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
Partner with Regional Sales and Relationship Managers on territory planning, strategic account development, advisor engagement, regional events, and field opportunities
Identify, re-engage, and develop dormant agency, agent, and advisor relationships
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 products, processes, systems, tools, and support resources
Travel within the assigned region for agency and advisor meetings, training sessions, field events, carrier-partnered engagements, and joint field work
Maintain CRM documentation, pipeline reporting, activity updates, and follow-up records
Collaborate with sales teams, case management, new business, contracting, operations, carrier partners, and internal stakeholders to resolve issues and support case progression

Requirements

What you’ll need

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 and prioritize activity in a fast-paced sales environment
Clear communication with agencies, agents, advisors, and internal partners
Ability to balance field travel with internal responsibilities
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
Travel may be required up to 25% within the assigned region

Benefits

Comp & perks

Inclusive health, dental, vision, and life insurance plans
Mental health benefits
20+ days of paid time off (PTO)
Paid holidays
2 paid wellness days
401(k) savings plan with company contribution up to 5%
Access to a financial professional
Paid parental leave
Health Savings Account and Flexible Spending Account options
Employee Assistance Program (EAP)
LifeLock identity theft protection
Pet insurance
Paid caregiver leave
Other voluntary benefits
Competitive incentive compensation package