Partner with External Wholesalers to identify opportunities and generate leads.
Educate financial professionals on products, value proposition, and positioning.
Support sales initiatives via conferences, meetings, outreach, and illustrations.
Leverage Salesforce CRM to manage daily activity and track metrics.
Liaise between Global Atlantic and financial professionals for advisor experience.
Deliver tailored, persuasive communications to advisors.

🎯 Requirements

Bachelor’s degree or equivalent experience.
1+ years of sales experience; financial services preferred.
PA Life, Accident & Health license and Series 63 required.
Series 7 preferred, or obtain within 90 days if Series 6 held.
Able to obtain Long Term Care Certification within 8 weeks.
Strong written and verbal communication skills.

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