Annuity Director IMO Channel

KKR
Pennsylvania
Workplace: RemoteFull timeUSD 75,000+ annuallyFunction: Executive & General ManagementExperience: 7+ yearsEducation: bachelorsSkills: ["Communication","Presentation","Influencing","Relationship management","Strategic thinking"]

Drive annuity sales growth for Global Atlantic through a client-facing, externally focused role serving the Independent Marketing Organization (IMO) channel. Build and manage profitable relationships with assigned distribution partners and their sales forces, execute account-based strategies in partnership with National Accounts, and communicate product value to IMO leadership. Maintain Salesforce account information, manage expenses, monitor competitive dynamics, and deliver results against annuity sales goals.

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KKR
KKR
11 hours ago

Annuity Director IMO Channel

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Last checked: 7 hours agoStatus: Live

Job Summary

Drive annuity sales growth for Global Atlantic through a client-facing, externally focused role serving the Independent Marketing Organization (IMO) channel. Build and manage profitable relationships with assigned distribution partners and their sales forces, execute account-based strategies in partnership with National Accounts, and communicate product value to IMO leadership. Maintain Salesforce account information, manage expenses, monitor competitive dynamics, and deliver results against annuity sales goals.
Location: Pennsylvania
Workplace: Remote
Employment Type: Full time
Job Function: Executive & General Management

Key Responsibilities

  • •Serve as the face of Global Atlantic to IMO partners and their sales forces, delivering strategies and solutions that drive business growth.
  • •Develop and maintain strong, productive, and profitable relationships with assigned IMO distribution partners to capture market share and exceed sales goals.
  • •Meet and exceed annuity sales goals through disciplined territory management and relationship development.
  • •Execute account-based business strategies with National Accounts leadership and align field execution with corporate objectives.
  • •Manage territory operations including scheduling, Salesforce account information/content, and expense/budget management.
Travel: Extensive travel

Pay and Benefits

Salary: USD 75,000 annually

Key Requirements

  • •7+ years of sales experience in the annuity and life insurance industry, preferably in the IMO annuity channel.
  • •Proven success in wholesaling and relationship management with the ability to drive and increase sales.
  • •Bachelor's degree or an equivalent combination of education and experience.
  • •Series 7, 63, and Life & Health licenses (or ability to obtain quickly).
  • •Excellent communication, presentation, and influencing skills with strong relationship management capabilities.
Experience:7+ yearsAnnuityLife insuranceInsurance industryIMO channel
Education:Bachelor's
Skills:CommunicationPresentationInfluencingRelationship managementStrategic thinking
Licenses:Series 7Series 63Life & Health
Certifications:Series 7Series 63Life & Health
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
WebsiteLinkedIn