Field Sales Representative

🔥 15 hours ago

🇺🇸 United States – Remote

💵 $67k - $81k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏙️ Outside Sales

👻 Ghost score 20%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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CETERA

WebsiteLinkedInAll Job Openings

2 - 10 employees

Founded 2021

💸 Finance

🤝 B2B

☁️ SaaS

Finance • B2B • SaaS

CETERA is a wealth-management and financial services platform that provides broker-dealer, advisory, technology and practice-management solutions to independent financial advisors, registered investment advisers, tax and accounting professionals, and financial institutions. The company emphasizes B2B partnership models—white-glove onboarding, proprietary client-facing platforms, marketing and growth programs, and operational support—designed to help advisors transition assets, scale their businesses, and enhance client engagement. Cetera positions itself as a growth-focused partner and a technology-enabled “wealth hub” rather than a consumer-facing retail firm.

📋 Description

• 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

• 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

• 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