This is a fully remote position, open to applicants in Minnesota.

📋 Description

• Build and sustain profitable, effective relationships with financial advisors within a designated territory to significantly enhance sales and market presence.

• Oversee client relationships primarily through in-person meetings across the territory, as well as through phone and email communications.

• Formulate and execute business plans for the territory with a focus on activity-driven objectives.

• Collaborate closely with internal wholesalers to further develop already established territories.

• Clearly articulate the features, benefits, and advantages of Global Atlantic products to financial advisors.

• Exhibit proficient use of client and territory management tools, including salesforce.com.

⛳️ Requirements

• Demonstrated history of consistently meeting and/or surpassing performance expectations.

• Drive performance objectives to successful completion.

• Expertise in financial services sales, wholesaling, retirement plans, and relationship management.

• Responsible, diligent, and self-driven.

• Capability to create and present impactful presentations, seminars, and workshops.

• Must successfully acquire and maintain all relevant State Licenses, including Life, Health, and Variable Lines of Authority. The following licenses are also required: Series 7, Series 63, and all non-resident state licenses for every state in the territory.

• 5-7+ years of preferred experience in financial services sales.