Full-Time

Internal Wholesaler

Posted on 4/18/2024

Global Atlantic

1,001-5,000 employees

Provides life insurance and annuity products

Financial Services

Mid

Villanova, PA, USA

Required Skills

Sales

Communications

Salesforce

Requirements

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
Strong work ethic and motivation to succeed
Willingness to learn and understand product lines, benefits, and features

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
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

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 City, City Meals on Wheels, Habitat for Humanity, Billion Oyster Project
Boston: Cradles to Crayons, Boston’s Healthcare for the Homeless, Thompson Island Outward Bound, Rosie’s Place, Catie’s Closet, Project Bread, Rise Against Hunger, Space to Thrive
Hartford: Junior Achievement, Habitat for Humanity, Oliver’s Pajama, United Way
Indianapolis: Elevate Indianapolis, Gleaners Food Bank and the Juvenile Diabetes Research Foundation
Batesville: So Loved Ripley County Foster Closet, Safe Passage Family Shelter, YES Home Juvenile Rehabilitation, Ripley County Community Foundation
Des Moines: United Way of Central Iowa, Meals from the Heartland, Junior Achievement, Math Motivators, Bidwell Riverside, Orchard Place, Knock and Drop
Berwyn/Wayne: Habitat for Humanity, Chester County Food Bank, Surrey Services, For Pete’s Sake Respite
Bermuda: Keep Bermuda Beautiful, Center Against Abuse, Truck Island Nature Reserve, Bermuda Economic Development Corporation

Social platforms provide an environment to collaborate with others and participate in friendly competitions towards achieving physical, emotional and financial well-being. Our highly competitive health, retirement, life and disability plans can be tailored to best suit your needs and those of your whole family.

Global Atlantic is committed to creating an inclusive environment where everyone can meaningfully contribute to our success. We are proud to be an equal opportunity employer and we do not discriminate in employment on any basis that is prohibited by federal, state or local laws. More than that, we strive to be inclusive of all backgrounds and experiences, which we feel gives us a competitive advantage in the market and within our firm. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.

Employees who require an accommodation to perform the essential functions of their job will participate in an interactive process which may include providing documentation. If you are hired and require an accommodation for any protected status, please email [email protected].

Please click on the links below to learn more about Global Atlantic.

Global Atlantic Privacy Statement

Our employees are in the office 4 or 5 days a week in Hudson Yards, NY and 3 days a week in all other offices. If you have questions on this policy or the application process, please contact [email protected].

Global Atlantic

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Global Atlantic Financial Group specializes in providing life insurance and annuity products that aid individuals and institutions in accomplishing their financial objectives. By focusing on investment and risk management expertise, the company helps clients secure stable retirement planning, manage long-term care expenses, and craft legacies. This commitment to tailored financial solutions supports a visionary workplace environment, making it an attractive employer for professionals aiming to impact financial security and innovation in the insurance industry.

Company Stage

Private

Total Funding

$1B

Headquarters

New York, New York

Founded

2004

Growth & Insights

Headcount

6 month growth

↑ 5%

1 year growth

↑ 11%

2 year growth

↑ 32%