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Tech Stack
Tools & technologiesSFDC
About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- Proven track record of consistently meeting and/or exceeding performance expectations.
- Drive performance targets to completion.
- Proficiency in financial services sales, wholesaling, retirement plans, relationship management.
- Responsible, conscientious, and self-motivated.
- Ability to create and deliver effective presentations, seminars, and workshops.
- Must successfully obtain/maintain all applicable State License including Life, Health and Variable Lines of Authority. The following licenses must also be obtained: Series 7, Series 63, and all non-resident state licensing for all states in the territory
- 5-7+ years of financial services sales experience preferred.
Benefits
Comp & perks- Health insurance
- Paid time off
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial services saleswholesalingretirement plansrelationship managementsales performancebusiness planningpresentation skillsseminar deliveryworkshop facilitation
Soft Skills
responsibleconscientiousself-motivatedeffective communication
Certifications
Life LicenseHealth LicenseVariable Lines of AuthoritySeries 7Series 63
