Related skills
financial services salesforce licensing brokerage series 7📋 Description
- Develop and maintain profitable relationships with financial advisors to capture sales and market share.
- Manage client relationships via face-to-face visits, plus phone and email; calendar management.
- Develop and implement territory business plans to guide priorities and track progress.
- Explain features, benefits, and advantages of Global Atlantic products to financial advisors.
- Demonstrate effective use of client and territory management tools including Salesforce.
- Leverage and maximize centers of influence in the territory.
🎯 Requirements
- Proven track record of meeting/exceeding performance.
- Drive performance targets to completion.
- Proficiency in financial services sales, wholesaling, retirement plans, relationships.
- Must obtain/maintain Life, Health and Variable; Series 7 and Series 63 licenses.
- 5-7+ years of financial services sales experience.
- Ability to present seminars and branch meetings to brokers.
🎁 Benefits
- Equal opportunity employer.
- Reasonable accommodations provided as required by law.
- Accommodations can be requested by emailing Benefits@kkr.com.
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