Related skills
salesforce sales territory management licensing client relationship management📋 Description
- Develop and maintain profitable advisor relationships to grow sales.
- Manage client relationships via face-to-face visits, calls, and email.
- Develop and implement business plans for the territory to track goals.
- Work with internal wholesalers to grow territories.
- Explain features and benefits of Global Atlantic products to advisors.
- Demonstrate use of client and territory management tools, including Salesforce.
🎯 Requirements
- Proven track record of meeting/exceeding performance.
- Drive performance targets to completion.
- Proficiency in financial services sales, wholesaling, retirement plans.
- Must obtain/maintain Life, Health and Variable Lines licenses; Series 7 & 63.
- 5-7+ years of financial services sales experience preferred.
- Ability to create and deliver presentations, seminars, and branch meetings.
🎁 Benefits
- Equal opportunity employer.
- Reasonable accommodations available upon request.
- Accommodations email process described in posting.
Meet JobCopilot: Your Personal AI Job Hunter
Automatically Apply to Sales Jobs. Just set your
preferences and Job Copilot will do the rest — finding, filtering, and applying while you focus on what matters.
Help us maintain the quality of jobs posted on Empllo!
Is this position not a remote job?
Let us know!