Field Sales Representative, NFG

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. 

• 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. 

   

• 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. 

   

• 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.