COMPANY OVERVIEW
Global Atlantic Financial Group is a leading insurance company meeting the retirement and life insurance needs of individuals and institutions. With a strong financial foundation and risk and investment management expertise, the company delivers tailored solutions to create more secure financial futures. The company's performance has been driven by its culture and core values focused on integrity, teamwork, and the importance of building long-term client relationships. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm. Through its relationship, the company leverages KKR's investment capabilities, scale and access to capital markets to enhance the value it offers clients. KKR's parent company is KKR & Co. Inc. (NYSE: KKR).
The Global Atlantic & KKR Partnership Story
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POSITION SUMMARY:
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 our Wayne, PA office in an Annuity Business Development - Independent Channel position. We are looking for an individual who will be responsible for meeting/exceeding sales goals and developing new client relationships with financial advisors. This is a sales position, with a base salary and monthly commission paid on territory sales.
RESPONSIBILITIES:
- Amazing opportunity to drive sales in the fastest growing channel at Global Atlantic.
- Gain exposure/interact with key stakeholders within GAFG and at our Elite IMO partner accounts.
- Engage with some of the highest annuity-producing FP’s in the industry.
- Take an active role in participating in working groups to develop, implement, and drive strategy to execute on our ’24 sales plan.
- Develop and maintain profitable, productive relationships with financial professionals in the IMO annuity channel to significantly capture sales and market share for annuity products.
- Partner with the Strategic Partnership Account Manager and Sales VP to identify opportunities and increase annuity sales from assigned accounts in the IMO channel.
- Manage client relationships primarily through telephone, webinar and email communications; will occasionally supplement with ad-hoc travel (approx. 10%).
- Demonstrate a strong proficiency in prospecting abilities.
- Uncover new Client Opportunities at a high level from the Sales Desk.
- Explain in detail the features, benefits and advantages of Global Atlantic annuity products and strategies to financial advisors.
- Present live in the field and virtually in a professional and polished manner.
- Master all provided sales technologies and tools, logging all activities into Salesforce.com.
QUALIFICATIONS:
- Bachelor’s degree or equivalent educational experience preferred.
- Minimum of five (5) years of selling experience with defined success in prospecting, financial services industry preferred.
- Have Series 7, 63, and Life & Health licenses or be ability to receive in first 90 days of employment.
- Excellent communication skills.
- Strong organizational and prioritization skills.
- Responsible, conscientious and self-motivated.
This role is not eligible for visa sponsorship now or in the future.
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TOTAL REWARDS STATEMENT
Global Atlantic’s employees thrive in a fast-paced, high-performing culture with strong benefit options and wellbeing resources that support innovation, accountability and stewardship. At Global Atlantic, being an employer of choice means we are committed to offering employees a customizable and comprehensive benefits package. 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 strive to foster a culture of total well-being through community outreach and charitable giving programs. Click HERE to learn more about our charitable giving programs.
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 was proudly named: Best in Perks & Benefits, Best Company Work-Life Balance, Best Company Happiness and Best Company Compensation. Learn more about our Benefits offerings.
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. Find out more about GA’s commitment to creating a culture of belonging: DE&I and Strategic Pillars
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 require an accommodation during the hiring process or after you are hired for any protected status under the ADA, please email [email protected].
Discover more about Global Atlantic below:
2023 Corporate Responsibility Report
Careers Video Channel
Follow Global Atlantic on LinkedIn
Global Atlantic Privacy Statement
Our employees are in the office 4 - 5 days per week in Hudson Yards, NY and 3 - 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to [email protected]
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.
Top Skills
What We Do
Global Atlantic Financial Group, through its subsidiaries, offers a broad range of retirement, life and reinsurance products designed to help our customers address financial challenges with confidence. A variety of options help Americans customize a strategy to fulfill their protection, accumulation, income, wealth transfer and end-of-life needs. In addition, Global Atlantic offers custom solutions and responsive service for the capital, risk and legacy-business management of life and annuity insurance companies around the world.
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