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Internal Wholesaler at KKR · Katori

COMPANY OVERVIEW

KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. 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. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries.

Position Overview

Global Atlantic Financial Group has a compelling opportunity for a driven, competitive, and relationship-oriented professional to join our Broker Dealer Channel as an Internal Wholesaler. This role is a key contributor to our distribution strategy and plays a direct role in driving sales growth, expanding advisor relationships, and supporting the success of our external wholesaling team.

As an Internal Wholesaler, you will partner closely with an External Sales Partner, serving as a primary point of contact for financial professionals within your assigned territory. You will help translate product expertise into real business outcomes by supporting advisors, generating leads, and advancing opportunities across the sales pipeline.

This position offers a competitive base salary plus uncapped monthly commission, providing meaningful upside tied directly to territory performance and individual results.

Why This Role Matters

Internal Wholesalers are essential to Global Atlantic’s growth. In this role, you will:

Directly influence territory sales results and advisor engagement
Act as a trusted resource to financial professionals navigating complex retirement and annuity solutions
Serve as a critical connector between advisors, external wholesalers, and internal partners
Build a strong foundation for long-term career growth within sales and distribution

Strong performance in this role has a measurable impact on revenue and creates clear opportunities for advancement.

Key Responsibilities

Partner with External Wholesalers to identify new opportunities, generate leads, and deepen existing producer relationships within the assigned territory
Educate financial professionals on Global Atlantic’s products, value proposition, and competitive positioning, tailoring conversations to advisor and client needs
Support sales initiatives through conferences, wholesaler meetings, targeted outreach, and customized hypothetical illustrations
Leverage Salesforce CRM to manage daily activity, track performance metrics, maintain accurate records, and support data-driven territory planning
Serve as a consistent, knowledgeable liaison between Global Atlantic and financial professionals, ensuring a high-quality advisor experience
Deliver clear, persuasive, and professional communication customized to each advisor’s business objectives
Consistently meet or exceed defined sales goals and performance expectations

Qualifications

Bachelor’s degree or equivalent professional experience
1+ years of sales experience (financial services preferred)
PA Life, Accident & Health license and Series 63 required
Series 7 preferred, or willingness to obtain within 90 days if holding a Series 6
Ability to obtain Long Term Care Certification within eight (8) weeks of employment
Strong written and verbal communication skills
Demonstrated work ethic, competitiveness, and motivation to succeed
Willingness to learn and develop deep expertise across product lines, features, and benefits

What Success Looks Like

Strong, trusted relationships with financial professionals in your territory
Consistent sales growth and pipeline development
Effective partnership with External Wholesalers
Clear progression toward increased responsibility and sales leadership opportunities

This is the annual base salary for this Wayne, PA based position. This role is eligible for monthly commission compensation based on achievement of monthly sales targets.

Base Salary $58,000 USD

#LI-Onsite

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.

KKR will provide reasonable accommodations as required by applicable federal, state, and/or local laws. Individuals seeking an accommodation for the application or interview process should email Benefits@kkr.com. Emails sent for unrelated issues, such as following up on an application, will not receive a response.

If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access https://www.kkr.com/careers because of your disability. You can request reasonable accommodations by sending an email to Benefits@kkr.com. Only emails left for this purpose will be returned.

Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. This notice applies only to applicants and employees who work or will work in Massachusetts, in accordance with applicable state law.

Internal Wholesaler