现场销售代表, NFG
Field Sales Representative, NFG
领域销售代表，NFG 通过作为 NFG 代理产品、流程和销售支持方面的专业资源，在指定区域内与代理机构、代理人、顾问和合作伙伴公司建立并发展业务关系。该职位通过主动接触、咨询性个案支持、产品教育以及与区域销售和关系经理的紧密合作，推动年金、人寿保险、长期护理保险和残疾保险解决方案的销售增长。
该职位结合内部批发、面向现场的关系支持、产品分析、个案设计指导，以及在受监管的人寿和年金环境中的跨内部团队协作。成功以持续的渠道活动、顾问和代理机构参与度、产品和流程教育、关系发展以及对区域销售增长的贡献来衡量。
主要职责与工作内容
- 通过与代理机构、代理人、顾问和合作伙伴公司的关系建设，扩大在 NFG 代理产品线中的参与度，持续建立和管理新业务渠道。
- 在指定区域内担任主要联系人，提供主动接触和响应式支持，包括报价活动、销售机会、产品教育和个案跟进。
- 在年金、人寿保险、长期护理保险和残疾保险解决方案中，提供产品分析、图解支持、个案设计指导、承保流程引导和竞争定位。
- 与区域销售和关系经理合作进行区域规划、战略客户开发、顾问参与、区域活动以及对现场机会的跟进。
- 独立识别、重新激活和发展沉寂的代理机构、代理人和顾问关系，以提高活跃度并发现新的销售机会。
- 根据账户需求、市场机会、合规考虑和业务目标，推荐适当的产品、功能和支持资源。
- 对新代理人和顾问进行 NFG 代理产品、流程、期望、系统、工具和可用支持资源的入职培训和教育。
- 在指定区域内出差，支持代理机构和顾问会议、培训课程、现场活动、保险公司合作伙伴活动以及与区域销售和关系经理的联合现场工作。
- 维护准确的 CRM 文档、渠道报告、活动更新和跟进记录
查看英文原文
The Field Sales Representative, NFG develops and grows business relationships with agencies, agents, advisors, and partner firms within an assigned territory by serving as a knowledgeable resource on NFG Brokerage products, processes, and sales support. This role supports sales growth across annuity, life insurance, long-term care, and disability insurance solutions through proactive outreach, consultative case support, product education, and close partnership with Regional Sales and Relationship Managers.
The role combines internal wholesaling, field-facing relationship support, product analysis, case design guidance, and coordination across internal teams in a regulated life and annuity environment. Success is measured by consistent pipeline activity, advisor and agency engagement, product and process education, relationship development, and contribution to regional sales growth.
Key Duties & Responsibilities
- Grow and manage a consistent new business pipeline by building relationships with agencies, agents, advisors, and partner firms and expanding engagement across NFG Brokerage product lines.
- Serve as a central point of contact within the assigned territory, providing proactive outreach and responsive 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 across annuity, life insurance, long-term care, and disability insurance solutions.
- Partner with Regional Sales and Relationship Managers on territory planning, strategic account development, advisor engagement, regional events, and follow-through on field opportunities.
- Independently identify, re-engage, and develop dormant agencies, agents, and advisor relationships to increase activity and uncover new sales opportunities.
- 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 NFG Brokerage products, processes, expectations, systems, tools, and available support resources.
- Travel within the assigned region to support agency and advisor meetings, training sessions, field events, carrier-partnered engagements, and joint field work with the Regional Sales and Relationship Manager.
- Maintain accurate CRM documentation, pipeline reporting, activity updates, and follow-up records to support coordinated territory management and visibility across internal teams.
- Collaborate with sales teams, case management, new business, contracting, operations, carrier partners, and other internal stakeholders to resolve issues, support case progression, and improve the advisor experience.
Required Qualifications
- 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, prioritize activity in a fast-paced sales environment, communicate clearly with agencies, agents, advisors, and internal partners, and balance field travel with internal responsibilities.
Preferred Qualifications
- 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.
Other Requirements
- This role is remote and uses virtual meeting tools to connect with field leaders, agents, agencies, advisors, and internal partners.
- Travel may be required up to 25% within the assigned region, including periodic travel to agencies, regional meetings, field events, and conferences.
Compensation:
The salary range for this role is $67,000- $81,000, plus competitive incentive compensation package. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and location. Compensation ranges may differ significantly due to geography and cost of labor considerations.
Originally posted on Himalayas