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.
• Develop and implement business plans for the territory using activity-oriented objectives.
• 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.com.

VP, Regional 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

KKR

VP, Regional Vice President

VP, Regional Vice President - Southeast/Southwest Florida

Divisional Sales Manager