Internal Wholesaler - Broker Dealer Channel
Internship Positions at Global Atlantic Financial Group(11 days ago)
About this role
An Internal Wholesaler in the Broker Dealer Channel at Global Atlantic focused on supporting the external wholesaling team and driving territory sales growth. The role serves as a primary point of contact for financial professionals, translating product expertise into advisor engagement and business outcomes. It supports the firm's distribution strategy for retirement and annuity solutions and provides a pathway for career growth within sales and distribution.
Required Skills
- Salesforce CRM
- Lead Generation
- Relationship Management
- Product Knowledge
- Pipeline Development
- Territory Management
- Client Education
- Communication
- Sales Presentations
- Licensing Compliance
Qualifications
- Bachelor's Degree
- PA Life, Accident & Health License
- Series 63
- Series 7 (Preferred)
- Series 6 (If Applicable)
- Long Term Care Certification
About Internship Positions at Global Atlantic Financial Group
globalatlantic.comGlobal Atlantic is a financial services company that provides retirement, life insurance and reinsurance solutions for individuals, financial professionals and institutions. Its product suite includes annuities and life insurance designed to help clients secure retirement income, manage longevity risk and protect legacy goals, along with institutional reinsurance and capital solutions. The firm manages and invests premiums to support long-term guarantees and risk management. Global Atlantic emphasizes disciplined risk management and distribution through advisors, banks and platforms.
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