KKR

1 month ago

Internal Wholesaler

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Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Join Global Atlantic’s Broker Dealer Channel as an Internal Wholesaler. You will partner with External Wholesalers to generate leads, educate financial professionals on product solutions, and strengthen advisor relationships within your territory while leveraging Salesforce CRM to drive data-driven planning and sales growth.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Healthcare (Clinical, Medical, Wellness)

Seniority: Entry level

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

Pay and Benefits

Salary: USD 58,000 annually

Key Requirements

•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 weeks of employment

Experience:1+ yearsFinancial servicesInsuranceSales

Education:Bachelor's

Skills:Salesforce CRMCommunicationRelationship building

Certifications:Series 63Series 7Long Term Care Certification

Languages:English

Tech Stack:Salesforce

Company Brief

KKR

Global investment firm providing alternative asset management and capital markets services across private equity, credit, real assets, and hedge funds, serving institutional and private clients worldwide.

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: New York, United States

Founded: 1976

Website LinkedIn

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KKR