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 has a unique opportunity for a highly motivated individual interested in continued career growth to join our team as a Vice President – Sales focused on the Independent/IMO channel. We are looking for an individual who will be responsible for meeting/exceeding annuity sales goals, developing new and maintaining existing client relationships with assigned accounts.
RESPONSIBILITIES:
- Develop and maintain strong, productive and profitable relationships with distribution partners to significantly capture sales and market share in the IMO annuity channel.
- Partner with the SVP National Accounts, Strategic Partnerships to successfully develop & execute business strategy for assigned accounts in an account-based model.
- Manage client relationships primarily through face-to-face visits but also with telephone and email communications.
- Use deliberate, thoughtful scheduling and calendar management in order to maximize client time and to ensure activity corresponds to territory priorities.
- Partner with internal wholesalers to continue to develop both new and already established relationships.
- Explain in detail the features, benefits and advantages of Global Atlantic products to customers.
- Responsible for having a deep understanding of the competitive landscape within the insurance industry.
- Manage SalesForce account information and content for all accounts.
- Manage individual expenses and budget according to Company guidelines.
- Responsible for giving presentations and communicating the Global Atlantic story.
QUALIFICATIONS:
- Successful candidates may live Remote but must be willing to travel a significant amount.
- Bachelor’s degree or equivalent combination of education and experience.
- Seven or more (7+) years of sales experience in the annuity and life insurance industry, preferably in the IMO annuity channel.
- Demonstrated experience in wholesaling and relationship management with the ability to drive and increase sales.
- Excellent communication, presentation and influencing skills with the ability to deliver information articulately and consistently.
- Display willingness to quickly learn product lines, procedures and workflows.
- Experience with relationship management, expense management, negotiation, and communication.
- Takes personal accountability for the execution of goals and objectives.
- Consistently meets or exceeds performance expectations.
- Significant travel expected.
- Have Series 7, 63 and Life & Health licenses or be able to obtain quickly.
Compensation: This role has a base salary and VIC bonus component. First year total compensation target of $250,000
*** 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.
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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