Annuities Sales Specialist
Who we are:
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.
Position Overview:
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 FINRA Series 6 and 63 securities registrations.
Active Life, Accident, & Health license.
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.
Skills Required
- Bachelor's degree or equivalent experience
- 2+ years of prior sales experience
- Active FINRA Series 6 securities registration
- Active FINRA Series 63 securities registration
- Active Life, Accident, and Health license
- Strong interpersonal, communication, presentation, and training skills
- Customer service and problem-solving skills
- Ability to manage multiple priorities and work independently and collaboratively
- Microsoft Office proficiency, especially Excel
- Functional understanding of investment and protection products
- Strong storytelling and presentation skills
- Ability to explain technical information in clear, non-technical terms
Cetera Financial Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Cetera Financial Group and has not been reviewed or approved by Cetera Financial Group.
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Healthcare Strength — Health coverage is described as comprehensive, including medical, dental, vision, mental‑health support, and optional pet insurance. Feedback suggests the breadth of coverage is a relative strength.
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Leave & Time Off Breadth — Time off includes a sizable PTO allotment with paid holidays, a dedicated wellness day, and a paid volunteer day. Feedback suggests the time‑off package exceeds basic employer offerings.
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Retirement Support — Retirement support includes a 401(k) with company match and access to one‑on‑one financial planning. Feedback suggests the retirement program can be competitive, though specifics may depend on role or plan.
Cetera Financial Group Insights
What We Do
Cetera Financial Group empowers the delivery of professional financial advice to individuals, families and company retirement plans across the country. We support independent and institutions-based advisors, tax professionals, and bank and credit union investment programs, ensuring they have the objective research, regulatory guidance, technology, tools and resources they need to help them and their clients pursue their dreams for the future. While our multiple distinct firms allow us to customize how we serve the needs of each advisor and investment program, all are united through our exclusive Advice-Centric Experience™, which makes the delivery of financial insight and advice more efficient, more transparent, and more human. Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA / SIPC. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services
