Global Atlantic Financial Group
VP, Regional Vice President - Los Angeles/Hawaii Region
Global Atlantic Financial Group, Los Angeles, California, United States, 90079
COMPANY OVERVIEW
Global Atlantic Financial Group is a leading insurance company meeting the retirement and life insurance needs of individuals and institutions. With a strong financial foundation and risk and investment management expertise, the company delivers tailored solutions to create more secure financial futures. The company's performance has been driven by its culture and core values focused on integrity, teamwork, and the importance of building long-term client relationships. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm.
POSITION SUMMARY:
Global Atlantic Financial Group, Inc. has a unique opportunity for a highly motivated, energetic individual interested in continued career growth to join our team as a Regional Vice President in the
Los Angeles / Hawaii
market. We are looking for an individual who will be responsible for meeting/exceeding sales goals and developing new as well as maintaining existing client relationships with financial advisors. This is a sales position, with a base salary and monthly commission paid on territory sales.
RESPONSIBILITIES:
Develop and maintain profitable, productive relationships with financial advisors in an assigned territory to significantly capture sales and market share.
Manage client relationships primarily through face-to-face visits throughout territory, but also with telephone and email communications.
Develop and implement business plans for the territory using activity-oriented objectives, to guide day-to-day priorities and to track progress against goals.
Work closely with internal wholesalers to continue to develop already established territories.
Explain in detail the features, benefits, and advantages of the Global Atlantic products to financial advisors.
Demonstrate effective use of client & territory management tools including salesforce.com.
Leverage and maximize centers of influence in the territory.
QUALIFICATIONS:
Proven track record of consistently meeting and/or exceeding performance expectations.
Drive performance targets to completion.
Proficiency in financial services sales, wholesaling, retirement plans, relationship management.
Responsible, conscientious, and self-motivated.
Develop a business strategy within the territory, including implementing business plans around focus firms and identifying business opportunities.
Ability to create and deliver effective presentations, seminars, workshops, and branch meetings to current and prospective brokers.
Be flexible with ability to accept, create and manage change.
Display willingness to quickly learn product lines, procedures, and workflows.
Must successfully obtain/maintain all applicable State License including Life, Health and Variable Lines of Authority. The following licenses must also be obtained: Series 7, Series 63, and all non-resident state licensing for all states in the territory.
5-7+ years of financial services sales experience preferred.
***
This role is not eligible for visa sponsorship now or in the future.
#LI-CA1
#LI-Remote
TOTAL REWARDS STATEMENT
Global Atlantic's employees thrive in a fast-paced, high-performing culture with strong benefit options and wellbeing resources that support innovation, accountability and stewardship. At Global Atlantic, being an employer of choice means we are committed to offering employees a customizable and comprehensive benefits package. Global Atlantic's total rewards package is reflective of our corporate values, particularly diversity, excellence and innovation, with a focus on inclusion, pay equity, and flexibility.
Our highly competitive health, retirement, life and disability plans can be tailored to best suit your needs and those of your whole family. Global Atlantic was proudly named: Best in Perks & Benefits, Best Company Work-Life Balance, Best Company Happiness and Best Company Compensation.
Global Atlantic is committed to creating an inclusive environment where everyone can meaningfully contribute to our success. We are proud to be an equal opportunity employer, and we do not discriminate in employment on any basis that is prohibited by federal, state or local laws. More than that, we strive to be inclusive of all backgrounds and experiences, which we feel gives us a competitive advantage in the market and within our firm. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.
Employees who require an accommodation to perform the essential functions of their job will participate in an interactive process which may include providing documentation. If you require an accommodation during the hiring process or after you are hired for any protected status under the ADA, please email benefits@gafg.com.
Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes.
#J-18808-Ljbffr
Global Atlantic Financial Group is a leading insurance company meeting the retirement and life insurance needs of individuals and institutions. With a strong financial foundation and risk and investment management expertise, the company delivers tailored solutions to create more secure financial futures. The company's performance has been driven by its culture and core values focused on integrity, teamwork, and the importance of building long-term client relationships. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm.
POSITION SUMMARY:
Global Atlantic Financial Group, Inc. has a unique opportunity for a highly motivated, energetic individual interested in continued career growth to join our team as a Regional Vice President in the
Los Angeles / Hawaii
market. We are looking for an individual who will be responsible for meeting/exceeding sales goals and developing new as well as maintaining existing client relationships with financial advisors. This is a sales position, with a base salary and monthly commission paid on territory sales.
RESPONSIBILITIES:
Develop and maintain profitable, productive relationships with financial advisors in an assigned territory to significantly capture sales and market share.
Manage client relationships primarily through face-to-face visits throughout territory, but also with telephone and email communications.
Develop and implement business plans for the territory using activity-oriented objectives, to guide day-to-day priorities and to track progress against goals.
Work closely with internal wholesalers to continue to develop already established territories.
Explain in detail the features, benefits, and advantages of the Global Atlantic products to financial advisors.
Demonstrate effective use of client & territory management tools including salesforce.com.
Leverage and maximize centers of influence in the territory.
QUALIFICATIONS:
Proven track record of consistently meeting and/or exceeding performance expectations.
Drive performance targets to completion.
Proficiency in financial services sales, wholesaling, retirement plans, relationship management.
Responsible, conscientious, and self-motivated.
Develop a business strategy within the territory, including implementing business plans around focus firms and identifying business opportunities.
Ability to create and deliver effective presentations, seminars, workshops, and branch meetings to current and prospective brokers.
Be flexible with ability to accept, create and manage change.
Display willingness to quickly learn product lines, procedures, and workflows.
Must successfully obtain/maintain all applicable State License including Life, Health and Variable Lines of Authority. The following licenses must also be obtained: Series 7, Series 63, and all non-resident state licensing for all states in the territory.
5-7+ years of financial services sales experience preferred.
***
This role is not eligible for visa sponsorship now or in the future.
#LI-CA1
#LI-Remote
TOTAL REWARDS STATEMENT
Global Atlantic's employees thrive in a fast-paced, high-performing culture with strong benefit options and wellbeing resources that support innovation, accountability and stewardship. At Global Atlantic, being an employer of choice means we are committed to offering employees a customizable and comprehensive benefits package. Global Atlantic's total rewards package is reflective of our corporate values, particularly diversity, excellence and innovation, with a focus on inclusion, pay equity, and flexibility.
Our highly competitive health, retirement, life and disability plans can be tailored to best suit your needs and those of your whole family. Global Atlantic was proudly named: Best in Perks & Benefits, Best Company Work-Life Balance, Best Company Happiness and Best Company Compensation.
Global Atlantic is committed to creating an inclusive environment where everyone can meaningfully contribute to our success. We are proud to be an equal opportunity employer, and we do not discriminate in employment on any basis that is prohibited by federal, state or local laws. More than that, we strive to be inclusive of all backgrounds and experiences, which we feel gives us a competitive advantage in the market and within our firm. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.
Employees who require an accommodation to perform the essential functions of their job will participate in an interactive process which may include providing documentation. If you require an accommodation during the hiring process or after you are hired for any protected status under the ADA, please email benefits@gafg.com.
Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes.
#J-18808-Ljbffr