Teams at Cetera Financial Group

Develops and grows relationships with agencies, agents, advisors, and partner firms across the Northwest region. Responsibilities include pipeline development, consultative sales support, product education, case design guidance, underwriting navigation, agent onboarding, CRM documentation, and coordination with regional sales and internal teams. The role supports annuity, life insurance, long-term care, and disability insurance sales, with up to 25% regional travel.

Develops and manages relationships with agencies, agents, advisors, and partner firms across the Northwest region. Supports sales growth for annuity, life insurance, long-term care, and disability products through outreach, product education, case design, illustration support, underwriting navigation, pipeline management, onboarding, and CRM documentation. Partners with regional sales and internal teams to resolve issues and advance opportunities. The remote role requires up to 25% regional travel.

Reviews retail communications for compliance with firm policies, FINRA, SEC rules, and applicable laws. Explains required revisions, ensures record retention, researches policy questions, maintains compliance materials, supports workflow processes, and completes high-volume assignments within service-level deadlines.