Regional Sales Director - Preneed (West Coast Region)

COMPANY OVERVIEW

Global Atlantic Financial Group is a leading insurance company meeting the retirement and life insurance needs of individuals and institutions. With a strong financial foundation and risk and investment management expertise, the company delivers tailored solutions to create more secure financial futures. The company's performance has been driven by its culture and core values focused on integrity, teamwork, and the importance of building long-term client relationships. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm. Through its relationship, the company leverages KKR's investment capabilities, scale and access to capital markets to enhance the value it offers clients. KKR's parent company is KKR & Co. Inc. (NYSE: KKR).

Watch the Global Atlantic & KKR Partnership Story

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POSITION SUMMARY:

The Regional Sales Director will lead and oversee the development and growth of profitable new business and to develop and maintain effective key client relationships in our Preneed business. This position will be responsible for all aspects of managing current account organic growth and the overall relationship management with client partners. This position will ensure business growth through directing and managing agent set up, training and program development activities to ensure these are delivered in accordance with the organizational strategy.

RESPONSIBILITIES: 

• Develop and lead the sales support functions in sourcing, managing and implementing new business opportunities with an emphasis on prospecting.
• Develop, review, and report on the regional sales strategy, ensuring the strategic objectives are well understood and executed to source, manage and implement new business opportunities.
• Develop area business plan in conjunction with DVP, which details activities to follow during the fiscal year on meeting or exceeding sales quota.
• Maintain accurate records of all sales prospecting including sales calls, presentations, closed sales, and other activities within your assigned territory.
• Maintain contact with all clients in the market area to ensure high levels of Client Satisfaction.
• Builds and maintains strong internal relationships with management, sales administration, marketing, and compliance.

QUALIFICATIONS

• Bachelor’s degree, and/or five (5) years of related experience.
• Demonstrated success in developing and managing a sales territory.
• A determination to win and close business with a strong disposition to prospecting.
• Accomplished in all sales skills including prospecting, closing, planning, and presentations.
• Preneed industry knowledge preferred. 
• Proficient in Microsoft Outlook, Word, Excel, PowerPoint and Salesforce.
• Good project and time management skills.
• Ability to work collaboratively.
• Required travel of 6- 12 nights per month, depending on where person resides.
• Must reside in the West Coast territory.

Compensation: This role has a base salary and VIC bonus component. First year total compensation target of $190,000

*** This role is not eligible for visa sponsorship now or in the future.   

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TOTAL REWARDS STATEMENT 

Global Atlantic’s employees thrive in a fast-paced, high-performing culture with strong benefit options and wellbeing resources that support innovation, accountability and stewardship. At Global Atlantic, being an employer of choice means we are committed to offering employees a customizable and comprehensive benefits package. Global Atlantic’s total rewards package is reflective of our corporate values, particularly diversity, excellence and innovation, with a focus on inclusion, pay equity, and flexibility. We strive to foster a culture of total well-being through community outreach and charitable giving programs. Learn more about our Charitable Giving Programs.

Our highly competitive health, retirement, life and disability plans can be tailored to best suit your needs and those of your whole family. Global Atlantic was proudly named: Best in Perks & Benefits, Best Company Work-Life Balance, Best Company Happiness and Best Company Compensation. Learn about our Benefits offerings.

Global Atlantic is committed to creating an inclusive environment where everyone can meaningfully contribute to our success. We are proud to be an equal opportunity employer, and we do not discriminate in employment on any basis that is prohibited by federal, state or local laws.  More than that, we strive to be inclusive of all backgrounds and experiences, which we feel gives us a competitive advantage in the market and within our firm. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status. Find out more about GA’s commitment to creating a culture of belonging: DE&I and Strategic Pillars.

Employees who require an accommodation to perform the essential functions of their job will participate in an interactive process which may include providing documentation. If you require an accommodation during the hiring process or after you are hired for any protected status under the ADA, please email benefits@gafg.com.

Discover more about Global Atlantic below:

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Our employees are in the office 4 - 5 days per week in Hudson Yards, NY and 3 - 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to benefits@gafg.com

Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.