What are the responsibilities and job description for the Internal Wholesaler position at gafg?
About Global Atlantic
Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR’s powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit www.globalatlantic.com.
Position Overview
Global Atlantic Financial Group has a compelling opportunity for a driven, competitive, and relationship-oriented professional to join our Broker Dealer Channel as an Internal Wholesaler. This role is a key contributor to our distribution strategy and plays a direct role in driving sales growth, expanding advisor relationships, and supporting the success of our external wholesaling team.
As an Internal Wholesaler, you will partner closely with an External Sales Partner, serving as a primary point of contact for financial professionals within your assigned territory. You will help translate product expertise into real business outcomes by supporting advisors, generating leads, and advancing opportunities across the sales pipeline.
This position offers a competitive base salary plus uncapped monthly commission, providing meaningful upside tied directly to territory performance and individual results.
Why This Role Matters
Internal Wholesalers are essential to Global Atlantic’s growth. In this role, you will:
- Directly influence territory sales results and advisor engagement
- Act as a trusted resource to financial professionals navigating complex retirement and annuity solutions
- Serve as a critical connector between advisors, external wholesalers, and internal partners
- Build a strong foundation for long-term career growth within sales and distribution
Strong performance in this role has a measurable impact on revenue and creates clear opportunities for advancement.
Key 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
Qualifications
- Bachelor’s degree or equivalent professional experience
- 1 years of sales experience (financial services preferred)
- PA Life, Accident & Health license and Series 63 required
- Series 7 preferred, or willingness to obtain within 90 days if holding a Series 6
- 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
What Success Looks Like
- Strong, trusted relationships with financial professionals in your territory
- Consistent sales growth and pipeline development
- Effective partnership with External Wholesalers
- Clear progression toward increased responsibility and sales leadership opportunities
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Privacy Statement
Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to benefits@gafg.com
Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.