Internal Wholesaler

Stage; North Carolina; In loco; USD 58.000 - 78.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Descrizione del lavoro

Global Atlantic Financial Group is seeking an Internal Wholesaler in Wayne, PA to support advisors and drive sales growth within the broker-dealer channel. You will partner with External Wholesalers, educate financial professionals on products, and help move opportunities through the sales pipeline using Salesforce CRM.

The base salary is $58,000 USD with uncapped monthly commissions tied to territory performance.

Competenze

• Bachelor’s degree or equivalent professional experience.
• 1+ years of sales experience (financial services preferred).
• PA Life, Accident & Health license and Series 63 required.
• Series 7 preferred, or willingness to obtain within 90 days if holding a Series 6.
• Ability to obtain Long Term Care Certification within eight (8) weeks of employment.
• Strong written and verbal communication skills.
• Demonstrated work ethic, competitiveness, and motivation to succeed.
• Willingness to learn and develop deep expertise across product lines, features, and benefits.

Mansioni

• Partner with External Wholesalers to identify new opportunities, generate leads, and deepen existing producer relationships within the assigned territory.
• Educate financial professionals on Global Atlantic’s products, value proposition, and competitive positioning, tailoring conversations to advisor and client needs.
• Support sales initiatives through conferences, wholesaler meetings, targeted outreach, and customized hypothetical illustrations.
• Leverage Salesforce CRM to manage daily activity, track performance metrics, maintain accurate records, and support data-driven territory planning.
• Serve as a consistent, knowledgeable liaison between Global Atlantic and financial professionals, ensuring a high-quality advisor experience.
• Deliver clear, persuasive, and professional communication customized to each advisor’s business objectives.
• Consistently meet or exceed defined sales goals and performance expectations.

Conoscenze

Communication skills

Sales experience

Competitive mindset

Willingness to learn

Formazione

Bachelor’s degree or equivalent

Strumenti

Salesforce CRM

Descrizione del lavoro

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.

Position Overview

Global Atlantic Financial Group has a compelling opportunity for a driven, competitive, and relationship-oriented professional to join our Broker Dealer Channel as an Internal Wholesaler. This role is a key contributor to our distribution strategy and plays a direct role in driving sales growth, expanding advisor relationships, and supporting the success of our external wholesaling team. As an Internal Wholesaler, you will partner closely with an External Sales Partner, serving as a primary point of contact for financial professionals within your assigned territory. You will help translate product expertise into real business outcomes by supporting advisors, generating leads, and advancing opportunities across the sales pipeline. This position offers a competitive base salary plus uncapped monthly commission, providing meaningful upside tied directly to territory performance and individual results.

Why This Role Matters

Internal Wholesalers are essential to Global Atlantic’s growth. In this role, you will:

• Directly influence territory sales results and advisor engagement
• Act as a trusted resource to financial professionals navigating complex retirement and annuity solutions
• Serve as a critical connector between advisors, external wholesalers, and internal partners
• Build a strong foundation for long-term career growth within sales and distribution

Strong performance in this role has a measurable impact on revenue and creates clear opportunities for advancement.

Key Responsibilities

• Partner with External Wholesalers to identify new opportunities, generate leads, and deepen existing producer relationships within the assigned territory
• Educate financial professionals on Global Atlantic’s products, value proposition, and competitive positioning, tailoring conversations to advisor and client needs
• Support sales initiatives through conferences, wholesaler meetings, targeted outreach, and customized hypothetical illustrations
• Leverage Salesforce CRM to manage daily activity, track performance metrics, maintain accurate records, and support data-driven territory planning
• Serve as a consistent, knowledgeable liaison between Global Atlantic and financial professionals, ensuring a high-quality advisor experience
• Deliver clear, persuasive, and professional communication customized to each advisor’s business objectives
• Consistently meet or exceed defined sales goals and performance expectations

Qualifications

• Bachelor’s degree or equivalent professional experience
• 1+ years of sales experience (financial services preferred)
• PA Life, Accident & Health license and Series 63 required
• Series 7 preferred, or willingness to obtain within 90 days if holding a Series 6
• Ability to obtain Long Term Care Certification within eight (8) weeks of employment
• Strong written and verbal communication skills
• Demonstrated work ethic, competitiveness, and motivation to succeed
• Willingness to learn and develop deep expertise across product lines, features, and benefits

What Success Looks Like

Strong, trusted relationships with financial professionals in your territory

Consistent sales growth and pipeline development

Effective partnership with External Wholesalers

Clear progression toward increased responsibility and sales leadership opportunities

Compensation

This is the annual base salary for this Wayne, PA based position. This role is eligible for monthly commission compensation based on achievement of monthly sales targets.

Base Salary $58,000 USD

EEO Statement

KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law. KKR will provide reasonable accommodations as required by applicable federal, state, and/or local laws. Individuals seeking an accommodation for the application or interview process should email [e-mail]. Emails sent for unrelated issues, such as following up on an application, will not receive a response. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your…