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 

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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.

This opportunity pays a competitive base salary as well as uncapped monthly commission, based on territory sales.

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

Due to our significant growth and expansion, there are multiple Internal Wholesaler positions we are adding to the team in our Wayne, PA office.

 

#LI-KS1

#Hybrid

 

Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office. 

Global Atlantic’s base salary range is determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantic’s total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives.  Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Compensation for our more senior positions have a larger componen