Develop and maintain relationships with financial advisors in the assigned territory.
Manage client relationships via face-to-face visits, calls, and email.
Develop and implement territory business plans to guide priorities and track goals.
Collaborate with internal wholesalers to grow territories.
Explain Global Atlantic product features, benefits to financial advisors.
Demonstrate use of client and territory management tools, incl. Salesforce.

🎯 Requirements

Proven track record of meeting/exceeding performance expectations.
Drive performance targets to completion.
Proficiency in financial services sales, wholesaling, and retirement plans.
Develop a territory business strategy and implement plans.
Create and deliver presentations and seminars to brokers.
Obtain/maintain licenses (Life, Health, Series 7/63) for the territory.

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