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Global Atlantic · 1 day ago

Internal Wholesaler - IMO Channel

Wayne, Pennsylvania, United States

Full-time

Onsite

Entry Level

1+ years exp

Global Atlantic is a leading provider of retirement security and investment solutions. They are seeking an Internal Wholesaler to serve as a liaison between the company and financial professionals, helping to grow sales and develop business within the assigned territory.

Financial ServicesInsuranceLife InsuranceRetirement

Comp. & Benefits

Responsibilities

Partner with Channel Executive, Account Director, and Annuity Business Development 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