Global Atlantic · 1 day ago
Internal Wholesaler - IMO Channel
Wayne, PA
Full-time
Onsite
Mid LevelGlobal Atlantic is a leading provider of retirement security and investment solutions, seeking an Internal Wholesaler for their Independent Channel. This role is pivotal in driving revenue growth and deepening advisor relationships within the independent market.
Financial ServicesInsuranceLife InsuranceRetirement
Responsibilities
Partner closely with Channel Executives, Account Directors, and Annuity Business Development to identify opportunities, generate leads, and expand existing producer relationships within your assigned territory
Clearly articulate Global Atlantic’s product features, benefits, and competitive advantages to financial professionals, tailoring messaging to advisor and client needs
Proactively support sales efforts through conferences, wholesaler meetings, targeted outreach, and customized hypothetical illustrations
Leverage Salesforce CRM to manage daily activity, track sales metrics, maintain accurate contact records, and support data-driven territory planning
Serve as a knowledgeable liaison between Global Atlantic and financial professionals, ensuring a consistent, high-quality advisor experience
Deliver clear, professional, and persuasive communication customized to each financial professional and their business objectives
Consistently meet or exceed defined sales goals and performance metrics for your territory
Qualification
Required
Strong performance in this role directly impacts firm-wide sales results and creates clear pathways for career advancement
Act as a trusted resource to financial professionals navigating complex retirement and annuity solutions
Drive sales outcomes by converting interest into sustained producer relationships
Serve as a critical connector between the field, home office, and product partners
Help ensure our products are positioned clearly, competitively, and effectively in the market
Partner closely with Channel Executives, Account Directors, and Annuity Business Development to identify opportunities, generate leads, and expand existing producer relationships within your assigned territory
Clearly articulate Global Atlantic's product features, benefits, and competitive advantages to financial professionals, tailoring messaging to advisor and client needs
Proactively support sales efforts through conferences, wholesaler meetings, targeted outreach, and customized hypothetical illustrations
Leverage Salesforce CRM to manage daily activity, track sales metrics, maintain accurate contact records, and support data-driven territory planning
Serve as a knowledgeable liaison between Global Atlantic and financial professionals, ensuring a consistent, high-quality advisor experience
Deliver clear, professional, and persuasive communication customized to each financial professional and their business objectives
Consistently meet or exceed defined sales goals and performance metrics for your territory
Strong, trusted relationships with advisors across your territory
Consistent sales growth and pipeline development
High engagement with field partners and internal stakeholders
Demonstrated ability to translate product knowledge into real business results
Company
Global Atlantic
Global Atlantic is helping individuals and families think ahead for financial security.
Founded in 2004
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.01B2020-07-08Acquired
2013-05-13Private Equity· $1.01B
2004-01-01Private Equity
Leadership Team
Allan Levine
Chairman and Chief Executive Officer
Timothy Bridgers
Managing Director of Preneed
Recent News
2026-01-18
Company data provided by crunchbase