Description:
Global Atlantic Financial Group, Inc. has a unique opportunity for a highly motivated and energetic individual interested in joining our Berwyn, PA office as an Internal Wholesaler. In this role, you will work with an External Sales Partner(s) as the liaison between Global Atlantic and the financial professionals, to help grow and develop business in your respective territory. This opportunity pays a competitive base salary as well as uncapped monthly commission, based on territory sales.
Key Responsibilities
- Partner with external wholesaler to develop potential leads and maintain existing producer relationships within the assigned sales territory
- Educate and communicate the product features, benefits, advantages, and competitive landscape to the financial professionals
- Leverage conferences, wholesaler meetings, and existing hypothetical illustrations to develop potential leads, targeted communications, and prospecting activities
- Utilize Salesforce CRM system to track daily activities, record metrics, generate reports, manage contacts, and document sales for prospective and existing accounts
- Ability to understand and articulate our products, strategies, and corporate positioning
- Serve as the liaison between Global Atlantic and the financial professional
- Exhibit an extraordinary level of communication skills personalized to the financial professional and customized to meet their requisites and the needs of their customers
- Consistently meet or exceed department expectations and sales metrics for assigned territory
Qualifications
- Four-year degree or equivalent professional experience
- 1+ years of sales experience
- PA Life, Accident, and Health, Series 7, Series 63 required
- Ability to obtain Long Term Care Certificate within eight (8) weeks of employment
- Excellent written & verbal communication skills
- Exhibit a strong work ethic and motivation to succeed
- Willingness to learn and understand product lines, benefits, and features