Global Atlantic→
Entry level Sales Consultant at Global Atlantic in Wayne, PA
Entry LevelOn-siteFull-timeWayne, PA$58k–$58k/yr
Skills
sieresident life licensefinra series 7finra series 63salesforceanalytical mindsethigh work ethic
Job Description
Summary: Global Atlantic is a leading provider of retirement security and investment solutions. The Sales Consultant role is designed as an entry point into a long-term sales career, where you will support financial advisors and brokers by responding to inquiries and providing guidance on retirement products.
Responsibilities:
- Serve as a primary point of contact for inbound broker and advisor inquiries
- Provide sales support on product features, benefits, and competitive positioning of retirement solutions
- Create and deliver customized, web-based hypothetical illustrations tailored to client scenarios
- Ensure advisors have accurate, compliant, and up-to-date marketing and sales materials
- Document all client interactions in Salesforce to support pipeline tracking and analytics
- Act as a liaison between the home office and field wholesalers to ensure seamless execution
- Collaborate closely with internal teams to support sales initiatives and process improvements
- Assist with onboarding and knowledge-sharing for new team members as you progress in the role
Required Qualifications:
- Strong verbal and written communication skills—you can explain complex concepts clearly
- Analytical mindset with the ability to understand and respond to advisor needs
- Genuine interest in financial services, capital markets, and retirement planning
- High level of initiative, work ethic, and accountability
- Ability to thrive in a fast-paced, team-oriented environment
- Willingness and ability to quickly learn products, systems, and workflows
- Must successfully obtain: SIE
- Must successfully obtain: Resident Life License
- Must successfully obtain: FINRA Series 7
- Must successfully obtain: FINRA Series 63
- All licenses must be completed within 120 days of employment
Required Skills: SIE, Resident Life License, FINRA Series 7, FINRA Series 63
Important Skills: Salesforce
Nice-to-Have Skills: Analytical mindset, High work ethic
Benefits: 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), Sales incentives
Benefits
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)
Sales incentives