Related skills
crm salesforce📋 Description
- Directly influence territory sales results and advisor engagement
- Act as a trusted resource for financial professionals on retirement and annuity solutions
- Serve as a critical connector between advisors, external wholesalers, and internal partners
- Build a foundation for long-term career growth within sales and distribution
- Partner with External Wholesalers to identify opportunities and generate leads
- Educate financial professionals on Global Atlantic’s products, value proposition, and positioning
🎯 Requirements
- 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 obtain within 90 days if holding Series 6
- Ability to obtain Long Term Care Certification within 8 weeks
- Strong written and verbal communication skills
- Demonstrated work ethic, competitiveness, and motivation to succeed
- Willingness to learn and develop expertise across product lines
🎁 Benefits
- Reasonable accommodations provided for applicants and interview process
- Email Benefits@kkr.com to request accommodations
- Equal opportunity employer
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