Global Atlantic · 1 day ago
Internal Wholesaler - Broker Dealer Channel
Wayne, Pennsylvania, United States
Full-time
Onsite
Entry Level
1+ years expGlobal 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
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
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
Global Atlantic is helping individuals and families think ahead for financial security.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.01B2020-07-08Acquired
2013-05-13Private Equity· $1.01B
2004-01-01Private Equity
Leadership Team
Allan Levine
Chairman and Chief Executive Officer
Timothy Bridgers
Managing Director of Preneed
Recent News
2026-01-18
Company data provided by crunchbase