Annuity Sales Specialist, NFG

About the role

NFG Brokerage, an affiliate of Cetera Financial Group, seeks to add an experienced Annuities Sales Specialist to our growing team. This role is hybrid and requires being in the office 2-3 days a week in Midvale, UT.

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.
• Aid 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.

Requirements

• 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.
• 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.

Qualifications

• 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

• Strategic outreach and digital engagement.
• Consultative support for financial professionals.
• Understanding of annuity planning strategies and products.
• Product guidance and suitability insights tailored to specific client scenarios.
• Market trend insights and contributions to marketing and educational initiatives.
• Advocacy for resources, tools, and support.
• Effective presentation and training skills.
• Customer service, problem-solving, and communication skills.
• Organizational and detail-oriented abilities.
• Self-motivation and teamwork.
• Learning and self-teaching capabilities.
• Positive attitude and ambition to help others succeed.

Benefits

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.

Pay

The base annual salary for this role is $50,000-$65,000, plus a competitive performance-based bonus.

Schedule

This role is hybrid and requires being in the office 2-3 days a week in Midvale, UT.

About Us

At NFG Brokerage, 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.

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.