Stage Annuity Director at Global Atlantic serving as a strategic liaison to Independent Marketing Organization (IMO) partners. Drive sales growth and deepen relationships through client-facing engagement.
Responsibilities
Partners closely with SVP National Accounts and Strategic Partnerships to develop and execute account-based business strategies
Aligns on territory priorities, account segmentation, and strategic initiatives
Coordinates on key account planning and relationship escalation
Collaborates with internal wholesalers to develop new and established relationships
Leverages internal resources for proposal development, product expertise, and client servicing
Ensures seamless coordination between field activities and home office support
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
Qualification
Excellent communicationProficiency in expense managementSeries 7Sales ResultsRelationship DepthStrategic AlignmentFinancial analysisRisk appetite dashboardsUse of AIModel risk managementBase Salary Range$150
Required
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
Sales Results: Achievement of annuity sales goals and market share growth in assigned accounts
Relationship Depth: Quality and breadth of relationships with IMO partners and their sales forces
Strategic Alignment: Effectiveness in executing account-based strategies in partnership with National Accounts
Preferred
Financial analysis, financial modeling, portfolio management, portfolio risk, insurance capital, liquidity, ALM, rating-agency capital models, or statutory accounting.
Use of AI, large language models, or agentic tools for investment research, risk surveillance, reporting automation, document intelligence, code generation, or data quality workflows.
Model risk management, AI governance, data controls, auditability, and reproducibility in a regulated financial services environment.
This is the expected annual base salary range for this New York-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.
Base Salary Range
$150,000—$200,000 USD
KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
