Internal Wholesaler - Broker Dealer Channel jobs in United States
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Global Atlantic · 1 day ago

Internal Wholesaler - Broker Dealer Channel

positionWayne, Pennsylvania, United States
timeFull-time
remoteOnsite
seniorityEntry Level
date1+ years exp

Global Atlantic is a leading provider of retirement security and investment solutions. They are seeking an Internal Wholesaler to drive sales growth, expand advisor relationships, and support the success of the external wholesaling team.

Financial ServicesInsuranceLife InsuranceRetirement
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Comp. & Benefits

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

Qualification

Sales experiencePA LifeAccident & Health licenseSeries 63Series 7Salesforce CRMCompetitivenessWillingness to learnCommunication skillsWork ethicMotivation to succeed

Required

Bachelor's degree or equivalent professional experience
1+ years of sales experience (financial services preferred)
PA Life, Accident & Health license and Series 63 required
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

Preferred

Series 7 preferred, or willingness to obtain within 90 days if holding a Series 6

Company

Global Atlantic

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Global Atlantic is helping individuals and families think ahead for financial security.
dateFounded in 2004
location
Atlanta, Georgia, USA
people-size1001-5000 employees
web-link
https://www.globalatlantic.com/

Funding

Current Stage
Late Stage
Total Funding
$1.01B
2020-07-08Acquired
2013-05-13Private Equity· $1.01B
2004-01-01Private Equity

Leadership Team

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Allan Levine
Chairman and Chief Executive Officer
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Timothy Bridgers
Managing Director of Preneed
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Recent News

TradingView
Key facts: KKR's Global Atlantic secures $3B credit line; co-CEOs' pay rises to $949M
2026-01-18
TradingView
Key facts: Wells Fargo Q4 Income Rises 29% to $656M; Secures $3B Credit Deal
2026-01-18
PR Newswire
Capital Group and KKR to Advance Strategic Partnership, with Innovation Across Retirement Solutions and Model Portfolios
2025-12-03
Company data provided by crunchbase