Full-Time

VP – Regional Vice President

Updated on 1/21/2025

Global Atlantic Financial Group

Global Atlantic Financial Group

1,001-5,000 employees

Provides capital and risk management solutions

Fintech
Financial Services

Compensation Overview

$57k - $108.6kAnnually

+ Annual Cash Bonuses + Long-term Incentives + Sales Incentives

Senior, Expert

No H1B Sponsorship

Remote in USA

Category
Field Sales
Sales & Account Management
Required Skills
Sales
Requirements
  • Proven track record of consistently meeting and/or exceeding performance expectations.
  • Drive performance targets to completion.
  • Proficiency in financial services sales, wholesaling, retirement plans, relationship management.
  • Responsible, conscientious, and self-motivated.
  • Ability to create and deliver effective presentations, seminars, workshops, and branch meetings to current and prospective brokers.
  • Be flexible with ability to accept, create and manage change.
  • Display willingness to quickly learn product lines, procedures, and workflows.
  • Must successfully obtain/maintain all applicable State License including Life, Health and Variable Lines of Authority. The following licenses must also be obtained: Series 7, Series 63, and all non-resident state licensing for all states in the territory.
Responsibilities
  • Develop and maintain profitable, productive relationships with financial advisors in an assigned territory to significantly capture sales and market share.
  • Manage client relationships primarily through face-to-face visits throughout territory, but also with telephone and email communications. Use deliberate, thoughtful scheduling and calendar management to maximize client time and to ensure activity corresponds to territory priorities.
  • Develop and implement business plans for the territory using activity-oriented objectives, to guide day-to-day priorities and to track progress against goals.
  • Work closely with internal wholesalers to continue to develop already established territories.
  • Explain in detail the features, benefits, and advantages of the Global Atlantic products to financial advisors.
  • Demonstrate effective use of client & territory management tools including salesforce.com.
  • Leverage and maximize centers of influence in the territory.
Desired Qualifications
  • 5-7+ years of financial services sales experience preferred.
Global Atlantic Financial Group

Global Atlantic Financial Group

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Global Atlantic Financial Group specializes in providing capital and risk management solutions for retirement and life insurance companies. They offer products like annuities, which provide a steady income stream for retirees, and focus on building long-term partnerships with their clients to tailor strategies that meet their financial goals. Unlike many competitors, Global Atlantic emphasizes a client-centric approach and generates revenue through fees and premiums from their financial products. Their goal is to maintain a purpose-driven culture that values integrity and invests in both their clients and employees.

Company Stage

Acquired

Total Funding

$986.7M

Headquarters

New York City, New York

Founded

2004

Growth & Insights
Headcount

6 month growth

11%

1 year growth

11%

2 year growth

11%
Simplify Jobs

Simplify's Take

What believers are saying

  • Partnership with SCI positions Global Atlantic as a leader in preneed insurance.
  • Adoption of Sonrai Security's technology enhances operational efficiency and security.
  • Public-private investment solutions align with Global Atlantic's innovative capital strategies.

What critics are saying

  • Economic downturns could impact the preneed insurance market with SCI.
  • Technical challenges may arise from new standardized messaging systems.
  • Reliance on third-party tech solutions poses potential security vulnerabilities.

What makes Global Atlantic Financial Group unique

  • Global Atlantic excels in investment and risk management within the insurance industry.
  • The company has strong institutional partnerships, enhancing its client-centric approach.
  • Global Atlantic's affiliation with KKR provides a robust financial foundation.

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Benefits

Health Insurance

Life Insurance

Disability Insurance

401(k) Retirement Plan

401(k) Company Match

Mental Health Support

Wellness Program

Flexible Work Hours

Hybrid Work Options