Field Sales Representative

This is a fully remote position, open to applicants in United States.

📋 Description

• Develop and oversee a steady pipeline of new business opportunities

• Establish and nurture relationships with agencies, agents, advisors, and partner firms

• Conduct proactive outreach and offer support for quote activities, sales prospects, product education, and case follow-ups

• Deliver product analysis, illustration assistance, case design advice, underwriting support, and competitive positioning

• Collaborate with Regional Sales and Relationship Managers on territory planning, strategic account growth, advisor engagement, regional events, and field initiatives

• Identify, reconnect, and cultivate relationships with dormant agencies, agents, and advisors

• Suggest suitable products, features, and support resources based on account requirements, market opportunities, compliance factors, and business objectives

• Onboard and instruct new agents and advisors on products, processes, systems, tools, and support resources

• Travel within the designated region for meetings with agencies and advisors, training sessions, field events, carrier-partner engagements, and collaborative field work

• Maintain documentation in CRM, report on pipeline activities, update activity logs, and keep follow-up records

• Work together with sales teams, case management, new business, contracting, operations, carrier partners, and internal stakeholders to address issues and facilitate case progression

⛳️ Requirements

• High school diploma or equivalent is required

• At least 3 years of experience in financial services, insurance distribution, life and annuity products, wholesaling, sales support, or a similar field-facing sales setting

• Possession of FINRA Series 6 or 7 and relevant life, health, and annuities licenses is required, or the ability to acquire and sustain necessary licensing as dictated by business and regulatory standards

• Comprehensive understanding of life and annuity products, insurance distribution, product illustration and case design principles, sales pipeline management, account relationship management, consultative selling, agent onboarding, and compliance/regulatory requirements for life and annuity products

• Capacity to work autonomously and prioritize tasks in a dynamic sales environment

• Effective communication with agencies, agents, advisors, and internal partners

• Ability to balance travel in the field with internal duties

• Bachelor’s degree in business, finance, financial services, or a related area is preferred

• Experience collaborating with agencies, agents, financial professionals, or broker-dealer/insurance distribution networks is preferred

• Willingness to travel up to 25% within the assigned region may be necessary

🏝️ Benefits

• Comprehensive health, dental, vision, and life insurance options

• Mental health support

• Over 20 days of paid time off (PTO)

• Paid holidays

• 2 paid wellness days

• 401(k) savings plan with company contributions of up to 5%

• Access to a financial advisor

• Paid parental leave

• Health Savings Account and Flexible Spending Account options

• Employee Assistance Program (EAP)

• LifeLock identity theft protection

• Pet insurance

• Paid caregiver leave

• Additional voluntary benefits

• Competitive incentive compensation package