KKR
Annuity Director IMO Channel
RemoteAmericas
- Role
- Sales
- Experience
- Senior
- Company size
- Enterprise
$75k+/yr
Check eligibility
Open to Anywhere in Americas. Set where you work from to check your eligibility.
No BS summary
Client-facing annuity sales director for the IMO channel with 7+ years in annuity and life insurance sales. Must have wholesaling and relationship management experience, Series 7, 63, and Life & Health licenses or ability to obtain quickly, and be willing to travel extensively across the Americas.
Core skills
Salesforce
What you'll do
- Serve as the face of Global Atlantic to IMO partners and their sales forces, delivering strategies and solutions that drive business growth.
- Develop and maintain strong, productive, and profitable relationships with assigned IMO distribution partners to capture market share and exceed sales goals in the annuity channel
- Manage client relationships primarily through face-to-face engagement, supplemented by telephone and email communications, ensuring consistent presence and accessibility
- Represent Global Atlantic's strategies, products, and solutions to IMO leadership and their sales forces (marketers), positioning our value proposition effectively in competitive situations
- Deliver presentations and communicate the Global Atlantic story with clarity, consistency, and impact to diverse audiences including IMO executives, sales leaders, and field marketers
- Meet and exceed annuity sales goals for assigned accounts through disciplined territory management and relationship development
- Execute account-based business strategies in partnership with National Accounts leadership, ensuring alignment between corporate objectives and field execution
- Maintain deep understanding of the competitive landscape within the insurance industry, using market intelligence to inform strategy and positioning
- Explain features, benefits, and advantages of Global Atlantic products to clients with precision and persuasive impact
- Utilize deliberate scheduling and calendar management to maximize client time and ensure activities correspond to territory priorities
- Manage Salesforce account information and content for all assigned accounts, maintaining data integrity and documentation standards
- Manage individual expenses and budget in accordance with company guidelines
- Take personal accountability for the execution of goals and objectives, consistently meeting or exceeding performance expectations
What they require
- 7+ years of sales experience in the annuity and life insurance industry, preferably in the IMO annuity channel
- Demonstrated success in wholesaling and relationship management with proven ability to drive and increase sales
- Bachelor's degree or equivalent combination of education and experience
- Excellent communication, presentation, and influencing skills with the ability to deliver information articulately and consistently to external stakeholders
- Strong relationship management capabilities, including the ability to build trust, navigate complex organizational structures, and influence decision-makers
- Strategic thinking and execution orientation, balancing long-term relationship development with short-term sales objectives
- Collaborative mindset with ability to work effectively across internal teams and leverage resources to serve clients
- Willingness to quickly learn product lines, procedures, and workflows in a dynamic business environment
- Proficiency in expense management, negotiation, and professional communication
- Series 7, 63, and Life & Health licenses (or ability to obtain quickly)
- Significant travel required – successful candidates may work remotely but must be willing to travel extensively to meet client needs and territory demands
KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group.
Investment ManagementEnterprise
$75k+/yr