Cetera Financial Group→
Annuity Sales Specialist, NFG at Cetera Financial Group in Midvale, UT
Skills
Job Description
At NFG Brokerage, an affiliate of Cetera Financial Group, we approach the competitive financial marketplace with tenacity, sincerity, and a deep commitment to excellence. Our sales team embodies these values across multiple business channels—driving growth by building lasting relationships with financial professionals. We take pride in understanding their needs and delivering strategic solutions designed to enhance their business and client outcomes. This role is hybrid and will require being in the office 2-3 days a week in Midvale, UT.
NFG is currently seeking to add an experienced Annuities Sales Specialist to our growing team. This role is responsible for strengthening and expanding relationships with existing and prospective financial professionals through a combination of strategic outreach, digital engagement, and consultative support.
The Annuity Sales Specialist will support financial professionals in understanding how to implement various annuity planning strategies and products into their practice. To support advisor and client challenges, the Annuity Sales Specialist must have a deep working knowledge of annuities, including the different types of annuities and when they are appropriate. They must have the ability to connect investor challenges to product solutions and educate financial professionals on how to implement these solutions into their practice.
The position requires strong consultative skills and an ability to assist financial professionals with sales ideas, prospecting techniques, overcoming sales objections, unbiased product guidance and determining the best approach to closing sales opportunities, including developing strategies for point-of-sale meetings. The role will regularly interact with numerous departments including Regional Sales Teams, New Business, Contracting, and Operations.
Key Responsibilities:
• Promote NFG Brokerage and the annuity solutions available through NFG to current and prospective financial professionals.
• Serve as subject matter expert for the different annuity product lines supported by the team consisting of, Fixed, Indexed, and Registered-Index Linked Annuities.
• Consult with advisors to deliver product guidance and suitability insights tailored to specific client scenarios.
• Assist advisors with strategic sales ideas and competitive product positioning and provide advisors with guidance as to best-in-class solutions and resources from our partnering carriers.
• Support advisor education on key investment challenges, including asset protection and retirement security.
• Provide market trend insights, contribute to marketing and educational initiatives, and deliver presentations via inbound/outbound calls, webinars, and one-on-one consultations.
• Advocate for the resources, tools, services, and support we provide our financial professionals.
• Perform additional duties as assigned.
Experience Required:
• Bachelor’s degree or equivalent experience required.
• 2+ years of prior sales experience.
• Active Life, Accident, & Health license. FINRA Series 6 or 7 securities registration is a plus.
• Strong interpersonal, communication, and effective presentation/training skills.
• Strong customer service, problem-solving, and communication skills, including adaptability to different personality types.
• Highly organized, detail-oriented, and capable of managing multiple priorities.
• Self-motivated with the ability to work well both independently and collaboratively, having a desire to be part of a cohesive team.
• Willingness to learn and self- teach.
• Positive attitude and ambition to help others succeed.
Really catch our eye with:
• A deep functional understanding of investment and protection products.
• Strong aptitude for technology and Microsoft Office proficiency (especially Excel).
• Ability to solve complex problems, focusing on results.
• Strong storytelling and presentation skills to convey value propositions effectively.
• Convey technical information to users in non-technical, clear terms.
• Ability to thrive in a fast-paced, evolving environment while maintaining focus and accuracy.
Compensation: The base annual salary for this role is $50,000-$65,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
#LI-hybrid
Company
About Us
What we give you in return:
Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
- 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 plus 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 foster.
- 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.
About Cetera Financial Group:
Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.
"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. All firms are members FINRA/SIPC.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
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