Senior Insurance Sales Specialist

Cetera Financial Group is looking for a high-impact Insurance Sales Specialist to join our National Product Sales Desk. This is more than a sales role—it’s an opportunity to shape how advisors integrate life, long-term care, and disability insurance into holistic financial planning for their clients.

This hybrid role will partner with advisors across the firm to unlock new revenue opportunities, strengthen client outcomes, and position risk management as a core pillar of wealth management.

• Lead the expansion of life, long-term care, and disability solutions by helping advisors confidently integrate insurance into client strategies and planning conversations.
• Deliver High-Value Case Design
  • Analyze existing policies, identify gaps, and design tailored insurance solutions that align with client needs and long-term financial goals.
• Be a Trusted Advisor to Advisors
  • Provide actionable guidance, illustrations, and insights that help advisors position insurance effectively with clients.
• Deliver engaging training sessions at conferences and regional events, helping advisors build confidence and deepen product knowledge.
• Collaborate Across the Firm
  • Partner with Regional Growth Teams, Advanced Planning, Community Leaders, and Nelson Financial Group (NFG) to drive coordinated sales strategies and better client outcomes.
• Strengthen IMO and Carrier Partnerships
  • Work closely with insurance carriers to enhance product utilization, streamline case execution, and improve advisor experience.
• Provide tools, marketing resources, and responsive support to move cases forward from initial concept through implementation.

• Active State Insurance License (required)
• Series 6 or 7 (required)
• ~10+ years of relevant sales experience
• Bachelor’s degree (preferred) or equivalent industry experience
• Professional designations such as CLU, ChFC, or CFP (preferred)
• Proven success in insurance sales and advisor engagement, with the ability to influence outcomes and drive adoption
• Deep expertise in life, long-term care, and disability insurance solutions
• Strong consultative skills, able to translate complex products into clear, compelling strategies
• Confidence in presenting to groups and delivering impactful training sessions
• A collaborative, solutions-oriented mindset with a focus on client and advisor outcomes

#LI-Hybrid

• Inclusive health, dental, vision, and life insurance plans
• Access to mental health benefits
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days
• 401(k) savings plan with up to 5% company contribution and financial professional support
• Paid parental leave for birth, adoption, and foster care
• Health Savings and Flexible Spending Account options
• Employee Assistance Program (EAP), Life Lock, pet insurance, and more

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. All employment decisions will be made without regard to race, color, ancestry, national origin, citizenship, age, physical or mental disability, medical condition, pregnancy, genetic characteristics, religion, gender identity or expression, sexual orientation, marital status, U.S. military status, or any other protected class.