At a Glance
- Tasks: Build and maintain relationships with financial advisors to drive sales in Florida.
- Company: Join Global Atlantic, a leader in retirement security and investment solutions.
- Benefits: Competitive salary, monthly commissions, bonuses, and generous benefits package.
- Other info: Dynamic work environment with opportunities for professional development and growth.
- Why this job: Make a real impact in the financial services industry while growing your career.
- Qualifications: 5-7 years of financial services sales experience and strong relationship management skills.
The predicted salary is between 42000 - 84000 £ per year.
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.
POSITION SUMMARY
Global Atlantic Financial Group, Inc. has a unique opportunity for a highly motivated, energetic individual interested in continued career growth to join our team as a Regional Vice President in the Florida (Greater Tampa, St. Petersburg, Clearwater) market. We are looking for an individual who will be responsible for meeting/exceeding sales goals and developing new as well as maintaining existing client relationships with financial advisors. This is a sales position, with a base salary and monthly commission paid on territory sales.
RESPONSIBILITIES
- 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.
- Use deliberate, thoughtful scheduling and calendar management to maximize client time and to ensure activity corresponds to territory priorities.
- Develop and implement business plans for the territory using activity‑oriented objectives, to guide day‑to‑day priorities and to track progress against goals.
- 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.
- Leverage and maximize centers of influence in the territory.
QUALIFICATIONS
- 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.
- Develop a business strategy within the territory, including implementing business plans around focus firms and identifying business opportunities.
- Ability to create and deliver effective presentations, seminars, workshops, and branch meetings to current and prospective brokers.
- Be flexible with ability to accept, create and manage change.
- Display willingness to quickly learn product lines, procedures, and workflows.
- 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.
Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office. Global Atlantic’s base salary range is determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantic’s total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long‑term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Compensation for our more senior positions have a larger component of short‑term cash bonus and long‑term incentives. The base salary for this position is $60,000 plus monthly variable incentive compensation.
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.
Regional Vice President, External Wholesaler in Chester employer: Global Atlantic Financial Group
Global Atlantic is an exceptional employer, offering a dynamic work environment in the vibrant Greater Tampa area, where employees can thrive in their careers while enjoying a competitive salary and commission structure. With a strong focus on professional development, generous benefits including immediate 401(k) vesting, and a culture that encourages collaboration and innovation, Global Atlantic empowers its team members to achieve their financial goals and make a meaningful impact in the lives of clients.
Contact Details:
Global Atlantic Financial Group Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Regional Vice President, External Wholesaler in Chester
✨Tip Number 1
Network like a pro! Get out there and connect with financial advisors in your area. Attend local events, join relevant groups, and don’t be shy about introducing yourself. Building those relationships can open doors to opportunities you might not find online.
✨Tip Number 2
Practice your pitch! You’ll want to be able to explain Global Atlantic’s products clearly and confidently. Role-play with a friend or in front of a mirror until you can deliver your message smoothly. Remember, first impressions count!
✨Tip Number 3
Stay organised! Use tools like calendars and CRM systems to manage your time and client interactions effectively. This will help you prioritise your territory and ensure you’re making the most of every opportunity to connect with potential clients.
✨Tip Number 4
Don’t forget to follow up! After meeting with financial advisors, send a quick thank-you email or a note summarising your discussion. This keeps you top of mind and shows that you value their time. Plus, it’s a great way to keep the conversation going!
We think you need these skills to ace Regional Vice President, External Wholesaler in Chester
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Regional Vice President role. Highlight your experience in financial services sales and relationship management, as these are key for us at Global Atlantic.
Showcase Your Achievements:Don’t just list your responsibilities; share specific examples of how you’ve met or exceeded sales goals in the past. We love seeing quantifiable results that demonstrate your success!
Be Professional Yet Personable:While we appreciate professionalism, don’t be afraid to let your personality shine through. We’re looking for someone who can build relationships, so a friendly tone can go a long way in your written application.
Apply Through Our Website:For the best chance of getting noticed, make sure to submit your application through our website. It’s the easiest way for us to keep track of your application and get back to you quickly!
How to prepare for a job interview at Global Atlantic Financial Group
✨Know Your Products Inside Out
Make sure you have a solid understanding of Global Atlantic's products, especially annuities and life insurance. Be prepared to discuss their features, benefits, and how they can help financial advisors meet their clients' needs.
✨Showcase Your Relationship Management Skills
Since this role involves developing and maintaining relationships with financial advisors, come ready with examples of how you've successfully built and nurtured client relationships in the past. Highlight your communication skills and any strategies you've used to keep clients engaged.
✨Demonstrate Your Sales Acumen
Prepare to discuss your track record in sales and how you've consistently met or exceeded targets. Bring specific metrics or achievements to the table that showcase your ability to drive performance and capture market share.
✨Be Ready for Scenario Questions
Expect questions that ask how you would handle specific situations, such as managing a challenging client or developing a business strategy for a new territory. Think through your responses ahead of time to demonstrate your problem-solving skills and strategic thinking.
