Sales Consultant

Global Atlantic Financial GroupWayne, PA
2dOnsite

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 . Position Overview This is a high-visibility entry point into a long-term sales career within financial services. As a Sales Consultant, you’ll be on the front line supporting financial advisors and brokers, responding to inbound inquiries and delivering clear, accurate guidance on our retirement product offerings. You’ll develop deep product knowledge, sharpen your client-facing skills, and gain hands-on exposure to the sales lifecycle—all while completing a structured training and licensing program designed to accelerate your professional growth. This role is well-suited for recent graduates or early-career professionals who are competitive, coachable, and serious about building a career in sales.

Requirements

  • Strong verbal and written communication skills—you can explain complex concepts clearly
  • Analytical mindset with the ability to understand and respond to advisor needs
  • Genuine interest in financial services, capital markets, and retirement planning
  • High level of initiative, work ethic, and accountability
  • Ability to thrive in a fast-paced, team-oriented environment
  • Willingness and ability to quickly learn products, systems, and workflows
  • Must successfully obtain: SIE Resident Life License FINRA Series 7 FINRA Series 63 All licenses must be completed within 120 days of employment

Responsibilities

  • Serve as a primary point of contact for inbound broker and advisor inquiries
  • Provide sales support on product features, benefits, and competitive positioning of retirement solutions
  • Create and deliver customized, web-based hypothetical illustrations tailored to client scenarios
  • Ensure advisors have accurate, compliant, and up-to-date marketing and sales materials
  • Document all client interactions in Salesforce to support pipeline tracking and analytics
  • Act as a liaison between the home office and field wholesalers to ensure seamless execution
  • Collaborate closely with internal teams to support sales initiatives and process improvements
  • Assist with onboarding and knowledge-sharing for new team members as you progress in the role

Benefits

  • Global Atlantic’s base salary range is determined through an analysis of similar positions in the external labor market.
  • Base pay is just one component of Global Atlantic’s total compensation package for employees and at times we hire outside the boundaries of the salary range.
  • Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives.
  • Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
  • Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives.
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