Internal Wholesaler - IMO Channel

About Global Atlantic 

Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR’s powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit www.globalatlantic.com. 

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 our Independent (IMO) Channel. In this role, you will work within a team serving as the liaison between Global Atlantic and the financial professionals, to help grow sales 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 Channel Executive, Account Director, and Annuity Business Development 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 professional


• 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 7 & 63 required


• 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

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Privacy Statement

Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to [email protected]

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.