AVP, Head of Wholesaler Concierge at Global Atlantic Financial Group

Wayne, Pennsylvania, United States

Apply Now

Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Insurance, Investment ManagementIndustries

Requirements

Bachelor’s degree in Business, Marketing, Communications, or related field; advanced degree a plus
5+ years of experience in financial services, sales support, event management, or related function
Proven ability to design and implement processes that scale across teams and functions
Strong analytical skills with experience building dashboards, reports, or scorecards to track performance and trends
Excellent communication and relationship-building skills across sales, marketing, and executive leadership teams
Familiarity with invite/event technology platforms (e.g., Jeto, Marketo, or similar) preferred
Demonstrated leadership ability with experience managing cross-functional stakeholders and driving adoption of new processes

Responsibilities

Lead planning, logistics, and execution for wholesaler events, meetings, and conferences
Manage and optimize the invite technology process, including Jeto, to ensure efficient and seamless event participation
Establish best practices for invitations, collateral, follow-up scripts, and Salesforce campaign procedures to increase meeting effectiveness
Partner with wholesalers and internal stakeholders to ensure high-quality, high-impact event delivery
Serve as the primary liaison between the internal sales desk and The Consulting Group, ensuring alignment on strategy, priorities, and execution
Facilitate clear communication channels and ensure wholesalers have easy access to consulting programs, resources, and support
Collaborate with sales leadership, Global Atlantic Consulting, Advanced Markets, and Multicultural teams to establish a pilot program aimed at:
Increasing utilization of value-add content and speaking opportunities at meetings
Identifying and implementing best practices pre- and post-meeting, including invitation flow, collateral, follow-up, and measurement of success
Own the creation, management, and reporting of team scorecards, tracking activity, engagement, and outcomes
Analyze data to identify trends, opportunities, and areas for improvement that enhance the impact of wholesaler engagement
Provide insights and recommendations to senior leadership to inform decision-making and drive continuous improvement

Skills

Key technologies and capabilities for this role

Event PlanningSalesforceJetoBusiness AnalysisStakeholder ManagementProcess OptimizationLogistics ManagementCampaign Management

Questions & Answers

Common questions about this position

What are the main responsibilities of the AVP, Head of Wholesaler Concierge role?

The role involves leading wholesaler event planning and execution, serving as the internal desk liaison to The Consulting Group, and owning data analysis, scorecards, and trend spotting to enhance wholesaler engagement and drive sales.

Is this position remote or does it require office presence?

This information is not specified in the job description.

What is the salary or compensation for this AVP role?

This information is not specified in the job description.

What skills or experience are needed to succeed in this role?

Success requires leadership in strategy and execution, expertise in event planning and technology like Jeto and Salesforce, strong collaboration with stakeholders, and skills in data analysis and business insights.

What makes a strong candidate for the Head of Wholesaler Concierge position?

A strong candidate will have experience establishing best-in-class processes, partnering with sales teams and value-add groups like Global Atlantic Consulting and Advanced Markets, and driving incremental sales through optimized wholesaler support.

Global Atlantic Financial Group

Provides capital and risk management solutions

About Global Atlantic Financial Group

Global Atlantic Financial Group specializes in providing capital and risk management solutions for global retirement and life insurance companies. They offer products like annuities, which provide a steady income stream for retirees, and focus on building long-term partnerships by understanding their clients' financial goals. The company generates revenue through fees and premiums from their financial products and emphasizes a culture of integrity and commitment to clients and communities. Their goal is to create tailored solutions that meet the specific needs of their clients.

New York City, New YorkHeadquarters

2004Year Founded

$986.7MTotal Funding

BUYOUTCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Health Insurance

Life Insurance

Disability Insurance

401(k) Retirement Plan

401(k) Company Match

Mental Health Support

Wellness Program

Flexible Work Hours

Hybrid Work Options

Risks

Economic downturns could impact the preneed insurance market with SCI.

Technical challenges may arise from new standardized messaging systems.

Reliance on third-party tech solutions poses potential security vulnerabilities.

Differentiation

Global Atlantic excels in investment and risk management within the insurance industry.

The company has strong institutional partnerships, enhancing its client-centric approach.

Global Atlantic's affiliation with KKR provides a robust financial foundation.

Upsides

Partnership with SCI positions Global Atlantic as a leader in preneed insurance.

Adoption of Sonrai Security's technology enhances operational efficiency and security.

Public-private investment solutions align with Global Atlantic's innovative capital strategies.

Land your dream remote job 3x faster with AI

Try Jobo Free