COMPANY OVERVIEW
KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries.
Position Overview
Global Atlantic Financial Group has a compelling opportunity for a driven, competitive, and relationship-oriented professional to join our Broker Dealer Channel as an Internal Wholesaler. This role is a key contributor to our distribution strategy and plays a direct role in driving sales growth, expanding advisor relationships, and supporting the success of our external wholesaling team.
As an Internal Wholesaler, you will partner closely with an External Sales Partner, serving as a primary point of contact for financial professionals within your assigned territory. You will help translate product expertise into real business outcomes by supporting advisors, generating leads, and advancing opportunities across the sales pipeline.
This position offers a competitive base salary plus uncapped monthly commission, providing meaningful upside tied directly to territory performance and individual results.
Why This Role Matters
Internal Wholesalers are essential to Global Atlantic’s growth. In this role, you will:
- Directly influence territory sales results and advisor engagement
- Act as a trusted resource to financial professionals navigating complex retirement and annuity solutions
- Serve as a critical connector between advisors, external wholesalers, and internal partners
- Build a strong foundation for long-term career growth within sales and distribution
Strong performance in this role has a measurable impact on revenue and creates clear opportunities for advancement.
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
- Deliver clear, persuasive, and professional communication customized to each advisor’s business objectives
- Consistently meet or exceed defined sales goals and performance expectations
Qualifications
- 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 (8) weeks…
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