Entry Level Sales Consultant at Global Atlantic Financial Group

Wayne, Pennsylvania, United States

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Financial Services, Insurance, InvestmentsIndustries

Requirements

Excellent communication and organization skills
Strong analytical and problem-solving skills
Interest in financial services, global markets, and economics
Eagerness to learn, solid work ethic, and motivation to succeed
Excellent communication and interpersonal skills
Ability to work in a dynamic team environment
Display willingness to quickly learn product lines, procedures, and workflows
Successfully complete Resident Life License and Series 7 & Series 63 within 120 days of employment

Responsibilities

Respond to inbound calls with broker inquiries and answer questions on product features, literature requests, and hypothetical illustrations
Provide product and client cases sales support
Explain in detail the features, benefits, & advantages of retirement products
Provide personalized, web-based hypothetical illustrations
Ensure advisors have proper marketing materials
Document calls within Salesforce.com for tracking purposes
Act as liaison between home office and wholesalers in field
Assist in the development process of new employees
Participate in extensive training and developmental experiences

Skills

Key technologies and capabilities for this role

SalesforceSales SupportCustomer ServiceProduct DemonstrationsAnalytical SkillsProblem SolvingCommunicationOrganization

Questions & Answers

Common questions about this position

What is the salary range for the Entry Level Sales Consultant position?

This information is not specified in the job description.

Is this position remote or office-based?

This position is based in the Wayne, PA office.

What skills are required for this role?

Required skills include excellent communication and organization skills, strong analytical and problem-solving skills, and the ability to work in a dynamic team environment. Candidates must also successfully complete Resident Life License and Series 7 & Series 63 within 120 days of employment.

What is the work environment like at Global Atlantic?

The role involves working in a dynamic team environment, responding to inbound calls, and acting as a liaison between the home office and wholesalers.

What makes a strong candidate for this Entry Level Sales Consultant role?

Recent college graduates with eagerness to learn, a solid work ethic, motivation to succeed, interest in financial services, and the ability to quickly learn product lines are ideal. Strong communication, analytical skills, and willingness to obtain required licenses are key.

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.

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