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Full-Time

Sales Consultant

Posted on 3/25/2024

Global Atlantic

Global Atlantic

1,001-5,000 employees

Offers retirement and investment management solutions

Fintech
Financial Services

Entry, Junior, Mid

Villanova, PA, USA

Category
Customer Success Management
Inside Sales
Sales & Account Management
Consulting
Required Skills
Sales
Communications
Salesforce
Marketing
Requirements
  • Recent College Graduate encouraged to apply
  • Strong analytical and problem-solving skills
  • Excellent communication and organization skills
  • Interest in financial services, global markets, and economics
  • Eagerness to learn, solid work ethic, and motivation to succeed
  • Ability to work in a dynamic team environment
  • Display willingness to quickly learn product lines, procedures, and workflows
  • Successfully complete Resident Life License and Series 7 & Series 63 within 120 days of employment
Responsibilities
  • Respond to inbound calls with broker inquiries
  • Provide product and client cases sales support
  • Explain product features, benefits, & advantages of retirement products
  • Provide personalized, web-based hypothetical illustrations
  • Ensure advisors have proper marketing materials
  • Document calls within Salesforce.com for tracking purposes
  • Act as liaison between home office and wholesalers in field
  • Assist in the development process of new employees

Global Atlantic Financial Group stands out as an exceptional place to work due to its deep expertise in investment and risk management, which it applies in providing a variety of annuity products tailored for retirement planning, long-term care, and legacy building. The company's commitment to helping clients secure their financial futures fosters a culture of innovation and dedication among its employees, aligning personal success with customer satisfaction. This focus on impactful, client-oriented solutions positions it as a leader in the financial services industry.

Company Stage

Private

Total Funding

$1B

Headquarters

New York City, New York

Founded

2004

INACTIVE