Internal Wholesaler - IMO Channel
About The Position
Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR’s powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit www.globalatlantic.com. Global Atlantic Financial Group is offering a high-impact opportunity for a driven, commercially minded professional to join our Independent (IMO) Channel as an Internal Wholesaler. This role sits at the center of our distribution engine and plays a critical part in driving revenue growth, deepening advisor relationships, and expanding Global Atlantic’s footprint across the independent market. As an Internal Wholesaler, you will be a front-line partner to financial professionals and a key collaborator with Channel Executives and Account Directors. Your work directly influences sales momentum, territory performance, and the long-term success of our annuity and retirement solutions. This position offers a competitive base salary plus uncapped monthly commission, providing meaningful upside tied directly to territory results and individual performance. Why This Role Matters Internal Wholesalers are essential to Global Atlantic’s growth strategy. You will: 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 Strong performance in this role directly impacts firm-wide sales results and creates clear pathways for career advancement.
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
