Partner with External Wholesalers to identify opportunities and generate leads in the territory.
Educate financial professionals on Global Atlantic’s products and value proposition.
Support sales initiatives through conferences and targeted outreach.
Leverage Salesforce CRM to manage activity and territory planning.
Serve as a liaison between Global Atlantic and financial professionals.
Deliver clear, persuasive communication tailored to advisor objectives.

🎯 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 willingness to obtain within 90 days if Series 6 held
Ability to obtain Long Term Care Certification within eight weeks
Strong written and verbal communication skills

🎁 Benefits

In-office work policy: 5 days/week in New York; 4 days/week in all other offices.

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