💼 About This Role

You'll serve as Global Atlantic's face to IMO partners, driving annuity sales growth through face-to-face relationship management and strategic account execution. This team-based role collaborates with National Accounts and Internal Sales Support to deliver value propositions in a competitive marketplace.

🎯 What You'll Do

• Build and maintain relationships with IMO distribution partners to drive annuity sales
• Deliver presentations to IMO executives, sales leaders, and marketers
• Execute account-based business strategies in partnership with National Accounts
• Use scheduling and CRM to maximize client time and maintain data integrity

📋 Requirements

• 7+ years of sales experience in annuity and life insurance industry, preferably in IMO channel
• Proven success in wholesaling and relationship management with track record of increasing sales
• Bachelor's degree or equivalent combination of education and experience
• Series 7, 63, and Life Health licenses (or ability to obtain quickly)

✨ Nice to Have

• Experience with CRM tools like Salesforce
• Familiarity with competitive landscape in insurance industry

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Final Round· 60 min

🚩 Heads Up

• Extensive travel required may indicate poor work-life balance