Senior Annuities Sales Specialist

Job Description

We are seeking a highly motivated and knowledgeable Senior Annuity Sales Specialist to play a key role in expanding annuity adoption among financial advisors. In this role, you will act as a trusted consultant, providing advisors with the expertise, tools, and resources they need to integrate annuities into their clients' financial plans effectively. As the primary product expert, you will educate advisors on the value of annuities for retirement income planning, tax efficiency, and risk management. You will engage with financial professionals across various affiliation channels (Advisor, Large Enterprise, Institutions, Tax & Accounting) through direct outreach. Your ability to translate complex annuity concepts into clear, actionable insights will be critical to driving sales and strengthening advisor relationships.

What will you do:

• Develop, design, and deliver ongoing annuity training programs for financial professionals and other business partners across Cetera
• Proactively build relationships with prospective financial professionals as well as active financial professionals. Partners with financial professionals to understand their business needs and consult on how annuity solutions may fit their portfolios.
• Develop, design, and deliver ongoing annuity training programs for financial professionals and other business partners
• Act as the subject matter expert on variable, fixed and fixed index annuities. Including not only the Cetera product line but also have a strong knowledge of competing products and carriers
• Work with other business partners to maintain effective coverage of financial professionals in support of retaining and growing AUA.
• Support financial professionals through advanced case design/sales assistance directly or in coordination with other business partners and/or outside organizations
• Manage the pipeline of Annuity Solutions supported cases through the sales process.
• Assist in executing firm-wide initiatives, including annual business plan goals, product-related sales campaigns, and other marketing tactics geared toward raising assets.
• Drive proactive efforts of sales teams to achieve stated revenue targets.
• Report the status of pipeline management and sales campaigns to senior management.
• Develop, implement, and monitor KPIs (goal and performance metrics)
• Complete special projects related to initiatives and ongoing sales efforts.
• Performs analysis by creating hypotheticals and other support materials requested by financial professionals, including annuity comparison analysis, portfolio mapping, fund analysis.

What you will have:

• 5+ years of financial industry experience, at least 3 years in a sales role.
• Strong knowledge of investments and financial sales process.
• Strong knowledge of risk management products.

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+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 day of paid volunteer time off (VTO) 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 an independent financial advisor network and 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 retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial Specialists.

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 the 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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