Internal Wholesaler

COMPANY OVERVIEW

Global Atlantic Financial Group is a leader in the U.S. life insurance and annuity industry, serving the needs of individuals and institutions. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm that offers alternative asset management across multiple strategies and capital markets solutions. 

We are looking for a diverse team of talented individuals who reinforce our culture of collaboration and innovation. We are dedicated to the career development of our people because we know they are critical to our long-term success. Join our team and come grow with us. 

The KKR-Global Atlantic partnership - The Global Atlantic Story 

Greenhouse is our scheduling tool and we communicate through their systems. At times, your email may block our communications. Please be sure to check your SPAM so that you do not miss critical information about our process, including scheduling. 

 

Position Overview

Global Atlantic Financial Group, Inc. has a unique opportunity for a highly motivated and energetic individual interested in joining our Wayne, PA office as an Internal Wholesaler. In this role, you will work with an External Sales Partner(s) as the liaison between Global Atlantic and the financial professionals, to help grow and develop business in your respective territory.

Key Responsibilities

• Partner with an external wholesaler to develop potential leads and maintain existing producer relationships within the assigned sales territory
• Educate and communicate the product features, benefits, advantages, and competitive landscape to the financial professionals
• Leverage conferences, wholesaler meetings, and existing hypothetical illustrations to develop potential leads, targeted communications, and prospecting activities
• Utilize Salesforce CRM system to track daily activities, record metrics, generate reports, manage contacts, and document sales for prospective and existing accounts
• Ability to understand and articulate our products, strategies, and corporate positioning
• Serve as the liaison between Global Atlantic and the financial professionals in the assigned territory
• Exhibit an extraordinary level of communication skills personalized to the financial professional and customized to meet their requisites and the needs of their customers
• Consistently meet or exceed department expectations and sales metrics for assigned territory

Qualifications

• Four-year degree or equivalent professional experience
• 1+ years of sales experience
• PA Life, Accident, and Health, Series 63 required
• Series 7 preferred or must obtain within 90 days of hire if you have a Series 6.
• Ability to obtain Long Term Care Certificate within eight (8) weeks of employment
• Excellent written & verbal communication skills
• Exhibit a strong work ethic and motivation to succeed
• Willingness to learn and understand product lines, benefits, and features

Compensation – This position pays an annual base salary of $56,000 plus monthly commission.  First year total compensation target is $90,000+, with an uncapped commission plan.  For external candidates, we are offering a $10,000 signing bonus as well as equity in the form of RSU’s upon joining Global Atlantic as a full-time employee.

 

#LI-KS1

 

 

Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes.  Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.

TOTAL REWARDS STATEMENT  

Global Atlantic’s total rewards package is reflective of our corporate values, particularly diversity, excellence and innovation, with a focus on inclusion, pay equity, and flexibility. We are proud to support your personal and professional growth and well-being through programs such as educational assistance, virtual physical therapy, remote/onsite fitness reimbursement, a medical second opinion program, pet insurance, military leave, parental leave, adoption assistance, fertility and family planning coverage. We strive to foster a culture of total well-being through community outreach and charitable giving programs.

We are active in our communities-

• New York: StreetWise Partners, Covenant House, Partnership for New York Cit