Vice President

• Develop and maintain profitable, productive relationships with financial advisors in an assigned territory to significantly capture sales and market share.
• Manage client relationships primarily through face-to-face visits throughout territory, but also with telephone and email communications. Use deliberate, thoughtful scheduling and calendar management to maximize client time and to ensure activity corresponds to territory priorities.
• Develop and implement business plans for the territory using activity-oriented objectives, to guide day-to-day priorities and to track progress against goals.
• Work closely with internal wholesalers to continue to develop already established territories.
• Explain in detail the features, benefits, and advantages of the Global Atlantic products to financial advisors.
• Demonstrate effective use of client & territory management tools including salesforce.
• Leverage and maximize centers of influence in the territory.

VP, Regional Vice President - Southeast/Southwest Florida

Sales

• Recruit, develop, manage, and lead a team of 11–15 RVPs. Set clear expectations, hold people accountable, coach to strengths and gaps, and drive sales production against plan
• Travel a minimum of 70 -80% of the time including ride-alongs with RVPs and attendance at internal and external events
• Drive adoption of AI, data analytics, and sales enablement technology to build scalable sales systems that improve salesperson productivity and results. Lead change management across a tenured sales force

Divisional Sales Manager

• Serve as the face of Global Atlantic to IMO partners and their sales forces, delivering strategies and solutions that drive business growth.
• Develop and maintain strong, productive, and profitable relationships with assigned IMO distribution partners to capture market share and exceed sales goals in the annuity channel.
• Manage client relationships primarily through face-to-face engagement, supplemented by telephone and email communications.
• Represent Global Atlantic's strategies, products, and solutions to IMO leadership and their sales forces (marketers).
• Deliver presentations and communicate the Global Atlantic story with clarity to diverse audiences including IMO executives and field marketers.
• Execute account-based business strategies in partnership with National Accounts leadership, ensuring alignment between corporate objectives and field execution.
• Maintain deep understanding of the competitive landscape within the insurance industry.

KKR

VP, Regional Vice President - Southeast/Southwest Florida

Divisional Sales Manager

Sales Vice President – IMO Channel