Job Application for Internal Wholesaler - Broker Dealer Channel at Global Atlantic Financial Group

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About Global Atlantic

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.

Internal Wholesaler – Broker Dealer Channel

Wayne, PA

Position Overview

Global Atlantic Financial Group has a compelling opportunity for a driven, competitive, and relationship-oriented professional to join our Broker Dealer Channel as an Internal Wholesaler. This role is a key contributor to our distribution strategy and plays a direct role in driving sales growth, expanding advisor relationships, and supporting the success of our external wholesaling team.

As an Internal Wholesaler, you will partner closely with an External Sales Partner, serving as a primary point of contact for financial professionals within your assigned territory. You will help translate product expertise into real business outcomes by supporting advisors, generating leads, and advancing opportunities across the sales pipeline.

This position offers a competitive base salary plus uncapped monthly commission, providing meaningful upside tied directly to territory performance and individual results.

Why This Role Matters

Internal Wholesalers are essential to Global Atlantic’s growth. In this role, you will:

Directly influence territory sales results and advisor engagement
Act as a trusted resource to financial professionals navigating complex retirement and annuity solutions
Serve as a critical connector between advisors, external wholesalers, and internal partners
Build a strong foundation for long-term career growth within sales and distribution

Strong performance in this role has a measurable impact on revenue and creates clear opportunities for advancement.

Key Responsibilities

Partner with External Wholesalers to identify new opportunities, generate leads, and deepen existing producer relationships within the assigned territory
Educate financial professionals on Global Atlantic’s products, value proposition, and competitive positioning, tailoring conversations to advisor and client needs
Support sales initiatives through conferences, wholesaler meetings, targeted outreach, and customized hypothetical illustrations
Leverage Salesforce CRM to manage daily activity, track performance metrics, maintain accurate records, and support data-driven territory planning
Serve as a consistent, knowledgeable liaison between Global Atlantic and financial professionals, ensuring a high-quality advisor experience
Deliver clear, persuasive, and professional communication customized to each advisor’s business objectives
Consistently meet or exceed defined sales goals and performance expectations

Qualifications

Bachelor’s degree or equivalent professional experience
1+ years of sales experience (financial services preferred)
PA Life, Accident & Health license and Series 63 required
Series 7 preferred, or willingness to obtain within 90 days if holding a Series 6
Ability to obtain Long Term Care Certification within eight (8) weeks of employment
Strong written and verbal communication skills
Demonstrated work ethic, competitiveness, and motivation to succeed
Willingness to learn and develop deep expertise across product lines, features, and benefits

What Success Looks Like

Strong, trusted relationships with financial professionals in your territory
Consistent sales growth and pipeline development
Effective partnership with External Wholesalers
Clear progression toward increased responsibility and sales leadership opportunities

#LI-KS1

Privacy Statement

Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to benefits@gafg.com

Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.

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Internal Wholesaler - Broker Dealer Channel

Internal Wholesaler – Broker Dealer Channel

Position Overview

Why This Role Matters

Key Responsibilities

Qualifications

What Success Looks Like

Apply for this job