At a Glance
- Tasks: Drive sales growth and build relationships with financial professionals in your territory.
- Company: Join Global Atlantic Financial Group, a leader in financial services.
- Benefits: Competitive salary plus uncapped commission, with opportunities for career advancement.
- Other info: Dynamic role with clear paths for progression and leadership opportunities.
- Why this job: Make a real impact on sales and advisor success while growing your career.
- Qualifications: Sales experience preferred; strong communication skills and motivation to succeed are essential.
The predicted salary is between 40000 - 50000 £ per year.
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
This is the annual base salary for this Wayne, PA based position. This role is eligible for monthly commission compensation based on achievement of monthly sales targets. Base Salary $58,000 USD
Internal Wholesaler in Barnsley employer: Careers at KKR
KKR is an exceptional employer, offering a dynamic work environment in the heart of London where innovation meets investment strategy. Employees benefit from a culture that prioritises professional growth, with opportunities to engage directly with senior leadership and influence policy at a global scale. The firm’s commitment to diversity and inclusion, alongside its focus on meaningful engagement with communities, makes KKR a rewarding place for those looking to make a significant impact in public policy and affairs.
StudySmarter Expert Advice🤫
We think this is how you could land Internal Wholesaler in Barnsley
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Careers at KKR. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Internal Wholesaler in Barnsley
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Careers at KKR.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Careers at KKR's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Careers at KKR
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Careers at KKR.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Careers at KKR will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Careers at KKR employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
