New Business Experience Lead

at Global Atlantic Financial Group
Hartford, Connecticut, United States

All offices are currently open, and our employees are back 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



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 majority-owned subsidiary of KKR, a leading global investment firm that offers alternative asset management across multiple strategies and capital markets solutions.

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. 

We use Greenhouse as our scheduling tool and 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. 


The candidate will help support Global Atlantic’s Operations teams in all aspects of New Business Experience. We are looking for someone who is a driven problem solver, with a broad knowledge of Life and Annuity Operations, and can lead a diverse set of responsibilities while delivering quality results. Successful candidates have attention to detail, possesses strong analytical skill, have a strong level of adaptability and work ethic, and are a strategic thinker with the ability to influence outcomes internally and externally. This role would require a candidate to collaborate and interact with employees at all levels of the organization and as such, a successful candidate must demonstrate exceptional interpersonal skills, strong written and verbal communication skills, as well as ability to work independently and as part of the team. As part of a growing Company and team, our candidate will have opportunities to collaborate with and learn from the broader Individual Markets organization.


  • Lead cross functional projects, analysis, and activities which drive strategic change, efficiency, organizational health, and operational processes throughout the company.  This includes working closely with stakeholders and teams to define and document project requirements, scope, systems functions, processes, challenges, and opportunities to successfully implement solutions for complex projects
  • Work collaboratively with leadership to develop opportunities to improve operational excellence
  • Prepare and deliver executive level communications on initiatives  
  • Proactively drive change in the company’s business processes that show tangible improvements for the end customer
  • Collaborate across internal business functions and with our Third Party Administrator (TPA) to ensure risks are mitigated to improve the customer experience
  • Review processes for recommend enhancements or streamlining
  • Assist in organizing, coordinating, and documenting outcomes of various committees / working groups (putting together presentations, drafting Meeting Minutes, etc.)
  • Conduct thorough research and effectively communicate findings
  • Conduct data gathering and analysis activities
  • Leverage project management solutions to track project’s status; provide periodic status updates on projects/tasks
  • Create and maintain excellent working relationships with internal GAFG Partners and external TPA Partners


  • An interest and ability to problem solve and proactively seek resolutions to issues
  • Ability to lead complex projects from start to finish
  • Strong financial acumen and ability to complete Cost Benefit Analysis work independently
  • Comfortable working autonomously while collaborating within a team structure
  • Effective communication and interpersonal skills
  • Demonstrates an ownership mindset
  • Ability to multitask and a desire to take on multiple responsibilities
  • Solid work ethic and a willingness to support the team as needed
  • Ambition and desire to succeed by delivering quality and effective results with minimal guidance
  • Collaborate across business functions and with our Third Party Administrator (TPA) to ensure end to end Operations needs are fully documented, understood and adhered to during projects or initiatives with the TPA


  • Strong life/annuity/preneed product and industry knowledge
  • Proficiency in Microsoft software (Word, Excel, PowerPoint, Visio)
  • Strong relationship building skills
  • Comfortable interacting with to all levels of employees throughout the company
  • Possess strong organizational skills
  • Comfortable working under pressure and against tight deadlines
  • Professionalism in written and oral communications
  • Responsible, conscientious and self-motivated
  • Display willingness to quickly learn product lines, procedures and workflows
  • Minimum of 5-7 years of life, annuity, or preneed experience
  • Bachelor’s degree or equivalent combination of education and experience
  • Possesses and displays excellent verbal and written communication with ability to convey information in a clear and concise manner
  • Strong level of adaptability work ethic and high level of personal integrity and accountability
  • Strategic thinker with the ability to influence outcomes internally and externally
  • Occasional travel required

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

Global Atlantic’s base salary range is determined through an analysis of similar positions in the external labor market. The annual base salary range provided in this posting for this position is a nationwide market range and represents a broad range of salaries for this role across the country.  Base pay is just one component of Global Atlantic’s total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives.  Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives.  The base salary range for this role is $66,301 to $126,288.



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: Red Hook Conservancy, Girls Who Invest and The Bowery Mission
  • Boston: Cradles to Crayons, Project Bread, Let’s Get Ready, Rise Against Hunger, Salvation Army and many other local volunteer organizations in around the Boston area
  • Hartford: Habitat for Humanity, Foodshare, Humane Society, Hands on Hartford, Mercy Shelter and Dog Star Rescue
  • Indianapolis: Elevate Indianapolis, Gleaners Food Bank and the Juvenile Diabetes Research Foundation
  • Batesville: American Cancer Society Relay for Life, Angels of Giving, Margaret Mary Health Foundation, Ripley County Community Foundation, Safe Passage, Batesville High School Sponsorships, local area youth sports and food pantries, as well as many others
  • Des Moines: United Way, Central Iowa Shelter & Services, Junior Achievement of Central Iowa and Make a Wish Foundation
  • Berwyn: Food drive and will be planning an event to help a local family over the holidays
  • Atlanta: Packaged Good Organization, which helps the most vulnerable community members with providing personalized care packages for people in need including the elderly, our armed forces, the homeless and hospitalized kids
  • Bermuda: Sponsor of a weekly feeding program operated by The Hamilton Seventh-Day Adventist Church

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

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

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32 Longview Lane

West Hartford, CT 06107

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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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