Sales Consultant

Careers at KKR; Ohio; On-site; USD 58,000 - 67,000; Full time

Job summary

KKR is seeking a Sales Consultant in Wayne, PA to support financial advisors and brokers by responding to inbound inquiries and guiding them through retirement product offerings. You’ll build product knowledge and complete a licensing program as part of a defined career path.

This role emphasizes advisor engagement, accurate execution, and collaboration with internal teams. Recent graduates or early-career professionals who are coachable and proactive will find ample opportunity to progress from

Qualifications

• Bachelor’s degree required.
• Strong verbal and written communication skills.
• Analytical mindset to understand advisor needs.
• Genuine interest in financial services, capital markets and retirement planning.
• Must obtain SIE, Life and Health, Series 63 and Series 7 licenses within 120 days of employment.

Responsibilities

• Serve as a primary point of contact for inbound broker and advisor inquiries.
• Provide sales support on product features, benefits, and competitive positioning of retirement solutions.
• Create and deliver customized, web-based hypothetical illustrations tailored to client scenarios.
• Ensure advisors have accurate, compliant, and up-to-date marketing and sales materials.
• Document all client interactions in Salesforce to support pipeline tracking and analytics.
• Act as a liaison between the home office and field wholesalers to ensure seamless execution.
• Collaborate with internal teams to support sales initiatives and process improvements.
• Assist with onboarding and knowledge-sharing for new team members as you progress in the role.

Skills

Strong verbal and written comms

Analytical mindset

Interest in financial services

Willingness to learn

Team-oriented

Licensing within 120 days

Education

Bachelor’s degree

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.

Position Overview

This is a high-visibility entry point into a long-term sales career within financial services. As a Sales Consultant, you’ll be on the front line supporting financial advisors and brokers, responding to inbound inquiries and delivering clear, accurate guidance on our retirement product offerings.

This role is designed as the first step in a clearly defined sales career track. High performers who demonstrate product mastery, strong advisor engagement, and consistent execution will have the opportunity to progress through the following path:

• Sales Consultant -Build foundational product knowledge, licensing, and advisor-facing experience while supporting inbound sales activity.
• Dedicated Sales Consultant -Take ownership, deepen relationships, proactively support sales initiatives, and partner closely with field wholesalers to drive results.
• Internal Wholesaler -Transition into a quota-carrying role responsible for supporting field sales efforts, driving asset growth, managing advisor relationships, and contributing directly to revenue outcomes.

You’ll develop deep product knowledge, sharpen your client-facing skills, and gain hands‑on exposure to the sales lifecycle—all while completing a structured training and licensing program designed to accelerate your professional growth. This role is well‑suited for recent graduates or early‑career professionals who are competitive, coachable, and serious about building a career in sales.

Responsibilities

• Serve as a primary point of contact for inbound broker and advisor inquiries
• Provide sales support on product features, benefits, and competitive positioning of retirement solutions
• Create and deliver customized, web‑based hypothetical illustrations tailored to client scenarios
• Ensure advisors have accurate, compliant, and up‑to‑date marketing and sales materials
• Document all client interactions in Salesforce to support pipeline tracking and analytics
• Act as a liaison between the home office and field wholesalers to ensure seamless execution
• Collaborate closely with internal teams to support sales initiatives and process improvements
• Assist with onboarding and knowledge‑sharing for new team members as you progress in the role

Qualifications

• Strong verbal and written communication skills—you can explain complex concepts clearly
• Analytical mindset with the ability to understand and respond to advisor needs
• Bachelor’s degree
• Genuine interest in financial services, capital markets, and retirement planning
• High level of initiative, work ethic, and accountability
• Ability to thrive in a fast‑paced, team‑oriented environment
• Willingness and ability to quickly learn products, systems, and workflows
• Must successfully obtain SIE, Life and Health, Series 63 and Series 7 licenses in the first 120 days of employment

SALARY RANGE

It is expected that the base annual salary range for this Wayne, PA‑based position will be $58,000. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.

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 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 ability to use or access https://www.kkr.com/careers because of your disability. You can request reasonable accommodations by sending an email to [e-mail]. Only emails left for this purpose will be returned.

Massachusetts Applicants

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. This noticeapplies onlyto applicants and employees who work or will work in Massachusetts, in accordance with applicable state law.