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Regional Vice President, External Wholesaler - San Francisco Market

Company: Global Atlantic Financial Group
Location: San Francisco
Posted on: January 27, 2023

Job Description:

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 San Francisco, CA 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.

  • 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. Use deliberate, thoughtful scheduling and calendar management to maximize client time and to ensure activity corresponds to territory priorities.
  • 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.
  • Leverage and maximize centers of influence in the territory.


    • 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 6 (or 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.

      Global Atlantic's base salary range is determined through an analysis of similar positions in the external labor market. The annual base salary range provided in this posting for this position is a nationwide market range and represents a broad range of salaries for this role across the country. Base pay is just one component of Global Atlantic's total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives.The base salary range for this role is $53,582 to $102,060.

Keywords: Global Atlantic Financial Group, San Francisco , Regional Vice President, External Wholesaler - San Francisco Market, Executive , San Francisco, California

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