Head of Sales - Annuity

Stage

North Carolina

On-site

USD 250,000 - 450,000

Full time

11 days ago
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Job summary

Global Atlantic Financial Group seeks a Head of Sales - Annuity to lead its U.S. individual annuity distribution. You will own the sales strategy, profitability targets, and go-to-market execution across Broker-Dealer, Bank, RIA, and Wirehouse channels.

You will lead a national field and internal sales organization, drive market share growth, and build a high-performing team with deep annuity expertise. Extensive travel is required.

Qualifications

  • 15+ years in U.S. annuity distribution, with senior sales leadership experience.
  • Proven ability to lead multi-channel annuity distribution at national scale.
  • Deep knowledge of fixed, fixed indexed, registered index-linked, and variable annuities.
  • Ability to build and scale large external/internal wholesaler organizations.
  • Established relationships with senior leaders at IMOs, Broker-Dealers, Banks, RIAs, and Wirehouses.

Responsibilities

  • Own the annuity sales P&L and deliver on annual targets across channels.
  • Define multi-channel distribution strategy for Broker-Dealer, Bank, RIA, and Wirehouse.
  • Lead Divisional and Regional Sales leaders, External and Internal Wholesalers; develop succession plans.
  • Sponsor strategic firm relationships with key partners and top financial professionals.
  • Partner with Product, Pricing, Marketing, Investments, and Ops to shape roadmap and pricing posture.
  • Design and govern the sales operating model including territory design, incentives, and forecasting.
  • Ensure Salesforce discipline, data-driven pipeline management, and regulatory compliance.

Skills

Senior Sales Leadership
Multi-Channel Distribution
Annuity Products Knowledge
Team Leadership
Strategic Partnerships

Education

Bachelor's degree required; MBA or advanced degree preferred

Job description

COMPANY OVERVIEW

KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities of its sponsored funds and insurance subsidiaries.

TEAM OVERVIEW

The Individual Markets Distribution team is responsible for driving profitable annuity sales across Global Atlantic's core distribution channels - Independent Marketing Organizations (IMOs), Broker-Dealers, Banks, RIAs, and Wirehouses. The team combines external wholesalers, internal sales, strategic partnerships, sales enablement, and analytics to deliver a differentiated advisor experience and to grow Global Atlantic's position as a top-tier annuity provider in the U.S. retirement market.

POSITION SUMMARY

Global Atlantic is seeking a Head of Sales - Annuity to lead its U.S. individual annuity distribution business. Reporting to the Head of Individual Markets, this executive will own the annuity sales strategy, P&L, and go-to-market execution across distribution channels including Broker-Dealer, Bank, RIA, and Wirehouse. The Head of Sales will lead a national field and internal sales organization - including Divisionals and Regional Sales leaders, External and Internal Wholesalers - to meet and exceed sales, market share, and product-mix targets. This is a highly visible leadership role requiring deep annuity industry expertise, a proven track record of scaling distribution organizations, and a strong network across the U.S. retirement advisor community.

RESPONSIBILITIES

Own the annuity sales P&L: set and deliver on annual sales, market share, product-mix, and profitability targets across fixed, fixed indexed, registered index-linked, and variable annuity products. Define and execute the multi-channel distribution strategy across Broker-Dealer, Bank, RIA, and Wirehouse channels, including channel prioritization, and coverage model. Lead, coach, and develop a national sales organization of Divisional and Regional Sales leaders, External and Internal Wholesalers, and Sales Desk teams; build succession and talent pipelines for critical sales roles. Serve as the face of Global Atlantic's annuity franchise with top distribution partners, key financial professionals, and industry forums; personally sponsor the most strategic firm relationships. Partner with Product, Pricing, Marketing, Investments, and Operations to shape the annuity product roadmap, pricing posture, and positioning based on advisor and consumer insight. Design and govern the sales operating model - territory design, coverage economics, incentive compensation, forecasting cadence, and pipeline management - in partnership with Sales Enablement, Finance, and Human Capital. Ensure a rigorous sales culture grounded in Salesforce discipline, data-driven pipeline and territory management, and clear activity/outcome accountability. Partner with Compliance, Legal, and Risk to ensure all sales, marketing, and advisor-facing activity meets regulatory and suitability standards across jurisdictions.

QUALIFICATIONS

15+ years of progressive experience in U.S. annuity distribution, with a substantial portion in senior sales leadership roles at a top-tier annuity carrier, asset manager, or distribution platform. Demonstrated track record of leading multi-channel annuity distribution (IMO, Broker-Dealer, Bank, RIA, and/or Wirehouse) at national scale, with clear evidence of sales, market-share, and margin growth. Deep expertise across annuity product lines - fixed, fixed indexed, registered index-linked, and variable - and a strong understanding of the U.S. retirement income landscape. Proven ability to build, scale, and lead large external and internal wholesaler organizations, including field leaders and sales desk teams. Established relationships with senior leaders at leading IMOs, Broker-Dealers, Banks, RIAs, and Wirehouses. Bachelor's degree required; MBA or relevant advanced degree preferred. FINRA Series 7, 24, and 63 (or 66) and Life & Health licenses required, or ability to obtain within 90 days of hire. Willingness and ability to travel extensively within the U.S. (approximately 40-50%).

CRITICAL COMPETENCIES FOR SUCCESS

Commercial leadership - sets an ambitious sales agenda, converts strategy into quota-carrying execution, and holds the organization accountable to numbers and mix. Distribution acumen - deep, current understanding of how annuities are sold across IMO, Broker-Dealer, Bank, RIA, and Wirehouse...

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