Internal Wholesaler

at Global Atlantic Financial Group
Berwyn, Pennsylvania, United States

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. With differentiated investment and risk management capabilities, deep client relationships, and a strong financial foundation, the company has established a track record of delivering proven, value-added solutions and long-term growth. Global Atlantic is a majority-owned subsidiary of KKR, a leading global investment firm that offers asset management and capital markets solutions across multiple strategies.

Global Atlantic is 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.

 

POSITION OVERVIEW

Global Atlantic Financial Group, Inc. has a unique opportunity for a highly motivated energetic individual interested in continued career growth to join our team in in Berwyn, PA as an Internal Wholesaler.  The Berwyn, PA office supports Financial Advisors and their territories in Forethought Annuities.  As an Internal Wholesaler, you will partner with one or more external wholesalers to call on Financial Advisors to help grow and develop their respective sales territories.   This a sales position, with a base salary and monthly commission paid on territory sales.

  • Work closely with external wholesalers to develop sales territories.
  • Make proactive sales calls into territories to uncover opportunities for new business.
  • Maintain and service existing relationships with current producers.
  • Raise awareness of and explain in detail the product features, benefits and advantages to the financial advisors.
  • Create customized ForeCare hypothetical illustrations and calculators.
  • Leverage conferences, wholesaler meetings, and existing hypothetical illustrations to develop potential leads, targeted communications and prospecting activities.
  • Ensure regular supply of marketing materials with Financial Advisors. Place supply orders for marketing material.
  • Follow-up with financial advisors with answers to questions or to make sure information was received and understood.
  • Log all phone activities into Salesforce.com CRM for tracking purposes.
  • Serve as a liaison between Global Atlantic and wholesalers in the field.

QUALIFICATIONS

  • Four year degree or equivalent professional experience
  • 1+ years sales experience
  • PA life, Accident, and Health experience preferred
  • Series 6, 63 and PA life/health license required
  • Ability to obtain Long Term Care Certification within eight (8) weeks of employment
  • Excellent communication skills.

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.

Global Atlantic is committed to creating an inclusive environment where everyone feels like they 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. We encourage qualified applicants from all demographics to apply. 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.

This position is not eligible for visa sponsorship now or in the future.

 

Global Atlantic Financial Company Employee Candidate Privacy Notice

Voluntary Inclusion Questions

We encourage qualified applicants from all backgrounds to apply.  As such, we are committed to achieving a diverse candidate pool for open positions and that our interview teams are made up of employees from different backgrounds.  Sharing your background with us will help us with that focus, although recruiters and hiring managers will not have the ability to see individual responses (only aggregate information).  

This information is not used to determine who is selected for interviews or will be hired, but is helpful in identifying resources, sites and groups which add value in increasing our applicant pool and ensures that we attract the best and most diverse workforce.  This is purely voluntary but will help our mission to be inclusive.  

 

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Global Atlantic Financial Group - LinkedIn

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