🛠 Tech Stack

💼 About This Role

You'll drive sales and build relationships with financial advisors in the LA territory for KKR's insurance subsidiary. You'll manage face-to-face client visits and use business plans to capture market share and meet sales goals. This role offers base salary plus monthly commission on territory sales.

🎯 What You'll Do

• Develop and maintain relationships with financial advisors in assigned territory
• Manage client relationships through face-to-face visits, telephone, and email
• Use scheduling and calendar management to maximize client time
• Implement business plans with activity-oriented objectives to track progress

📋 Requirements

• Proven track record of consistently meeting/exceeding sales goals
• Proficiency in financial services sales, wholesaling, retirement plans
• Must obtain Series 7, Series 63, and Life/Health/Variable Lines licenses
• 5-7+ years of financial services sales experience preferred

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Call· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Panel Interview· 60 min

🚩 Heads Up

• Base salary low for VP role; heavy reliance on commission