As a Plan Consultant, you will be client-facing with an assigned book of business. You will serve as the primary point of contact for clients and other qualified plan representatives, such as financial advisors or agents. You will be responsible for the collection of all information, delivery of all reports, and client consultations on plan requirements and goals.
The level of the position will be determined by relevant skills, experience and qualifications.
SAI supports remote work for NY, PA, NJ, CT, MA, AL, FL, TX, OH, MN, IN, GA, IL, IA, AZ and NC. This position cannot be performed in the City of New York. If you are interested in this position, but don’t live near Binghamton, NY, this may be an opportunity for you!
Reliable internet service is required for remote work.
Description of Duties & Responsibilities of a Plan Consultant:
• Collect yearly census and asset information from clients for their qualified plans, in addition to consulting on any goals the client might have for their plan each year.
• Liaison with analyst team to acquire all needed information and data to timely and accurately prepare yearly valuation and testing reports.
• Explain the results of yearly reporting and testing to clients, as well as consulting on possible plan changes needed to meeting shifting client goals and strategies.
• Serve as the liaison between the client and/or participants and the distributions team to timely and accurately process all forms of plan distributions, including loans, RMDs, in-service distributions, and termination distributions.
• Deliver and ensure proper client signatures on yearly required government filings, including the Form 5500.
• Work directly with large plan external auditors, as well as assisting the client and analyst team on any required DOL or IRS audits of a plan in their book of business.
• Monitor all required client and government deadlines, as well as assisting analysts with team on managing caseload, timing and priority of worktray tasks.
• Occasionally meet with clients, in person and over the phone or web meeting, when required, to provide consultative services for their plan.
• Occasionally act as liaison between clients and the accounting team to prompt overdue clients to settle their accounts.
• Liaison with investment providers and recordkeepers to ensure administration of plan is in keeping with plan provisions and requirements.
• Other duties and responsibilities as needed or assigned by management.
- Monitor and perform surveillance testing on SIMREI policies and procedures to determine effectiveness of related control processes.
- Develop monitoring and surveillance processes for SIMREI to ensure compliance with applicable state licensing laws.
- Monitor SIM & SIMREI Code of Ethics and internal policies for violations; report out violations, warnings and near misses with a focus on trends, recidivism and root cause strategic analysis.
- Assist compliance team with surveillance control processes for SIM (Registered Investment Advisor) including surveillance of client investment guidelines.
- Assist the CCO in conducting annual or periodic compliance risk assessments.
- Maintain and suggest updates to the SIMREI compliance manual and work/train others on such policies and protocols as needed.
- Prepare and help respond to regulatory audits, due diligence requests and other inquiries.
- Perform various other compliance tasks, including, but not limited to, properly escalating compliance concerns and other ad hoc compliance based projects.
As a Security Administrator, you will be responsible for using acquired subject knowledge and expertise to assist in the planning, implementation, monitoring and maintenance of network servers, network appliances, and software solutions that support the Company’s Information Security ecosystem. You will work very closely with the network, systems, security, and Help Desk Operations teams to ensure Information Security components for systems and applications are current and functioning as expected.
The level of the position will be determined by relevant skills, experience and qualifications.
SML supports remote work for NY, PA, NJ, CT, MA, AL, FL, TX, OH, MN, IN, GA, IL, IA, AZ and NC. This position cannot be performed in the City of New York. If you are interested in this position, but don’t live near Binghamton, NY, this may be an opportunity for you!
Duties & Responsibilities:
- Assist in the deployment, configuration and maintenance of the company’s Information Security related systems, networks, appliances, and applications to ensure they are leveraged to their highest capabilities.
- Implement network security measures to protect data, software, and hardware.
- Assist in managing and maintaining network Firewalls, Intrusion Prevention Systems, and other Information Security Systems, Appliances, or applications.
- Actively participate in the remediation of vulnerabilities throughout our Corporate Infrastructure, to help ensure that all assets are being effectively managed and protected in support of the company’s Patch Management Policy.
- Establish, maintain, and continually review network data protection, anti-virus, security policies, backup procedures, and methods to ensure effectiveness at preventing intrusion and corruption.
- Collaborate with Network, Storage, System Administrators, and Help Desk as needed, to assist in the implementation, maintenance, and troubleshooting of network, system, or storage related issues.
- Conduct risk assessments and executes tests of data processing systems to ensure proper functioning of data processing activities and security measures.
- Collaborate with members across departments to understand and support a variety of issues and needs.
- Adapt to and update security processes, applications, and tools to incorporate new software and correct errors, looking for efficiencies and security orchestration wherever possible.
- Maintain a current level of knowledge and training regarding changing cybersecurity requirements, vulnerabilities, threats and countermeasures. Research and keep abreast of industry developments including but not limited to technology and security environments, risks and controls.
- Implement plans to safeguard computer data against accidental or unauthorized adaptation, destruction, disclosure, or other breach. Ensures system security; improves server and network efficiency by training users and promoting security awareness.
- Assist in the creation, deployment, and maintenance, documentation, and instructions as it relates to System Administration and Information Security functions.
- Assist in the creation, maintenance, and deployment of Powershell, Python and other scripting technology solutions.
- Assist in the configuration, deployment, and maintenance of corporate managed Apple products.
- Continually develop knowledge and skill in field of work through attendance at relevant training programs, conferences, seminars, and through self-study.
- Configure and support Information security tools, such as firewalls, Intrusion Prevention, Asset Management, Patch Management, and other systems managed by the Systems, Network, and Information Security Teams.
- Other duties or responsibilities as needed or assigned by management.
Description of Duties & Responsibilities:
- Write copy for a variety of media including social, print, video and online for a wide variety of products and services both internally and externally.
- Assist with Librarian maintenance and the preparation of documents per the Company’s retention policies.
- Edit and proofread material prepared by department staff members, requests submitted by other departments, and advertising submitted by the field to ensure high editorial standards are met across all content outputs.
- Help produce Staff Bulletins, Field Bulletins, procedural documents, applications, and form-fillable documents submitted to the department for development.
- Assist in creating, scheduling, deploying, and monitoring social media announcements on Company's social media channels (LinkedIn, Twitter, and YouTube), leveraging existing materials.
- Assist in the preparation of PowerPoint presentations for Company events and meetings, including writing, editing, proofing, preparation, and review circulation.
- Assist with writing, editing, posting and checking announcements for Company's employee, consumer and agent-only websites.
- Assist with production of materials for company meetings and events, including AMS, the charity golf tournament, Sock Out Cancer events, press conferences, etc. Assist with correspondence for advertising, signage and print material needs.
- Assist in maintaining department procedure manual and the production of procedural documents. Help maintain the Production Request System.
- Assist with training of Company personnel with Librarian and Production Request usage.
- Other duties and responsibilities as needed or assigned by management.
About the role
This position reports to the Chief Securities Disclosure attorney and is responsible for assisting the Chief Securities Disclosure attorney in providing legal advice and counsel to the Chief Financial Officer, Chief Investor Relations Officer, Chief Accounting Officer and others across the organization on general corporate and securities matters, with primary responsibility for the legal support related to the company’s SEC disclosure and the activities of the Audit Committee of the Board of Directors.
- Draft and provide counsel in support of SEC, NYSE and other securities filings, including current and periodic reports and announcements, Section 16 filings, registration statements, proxy statements and other regulatory filings and reports
- Assist with corporate compliance with applicable securities laws and NYSE regulations
- Draft and prepare materials for Board of Directors, committee and stockholder meetings
- Assist with implementing and overseeing the company’s insider trading compliance program
- Draft resolutions, consents, governing documents, certificates and minutes
- Draft and maintain securities and governance-related policies and procedures
About the role
In this challenging and dynamic role, you will have the opportunity to demonstrate your legal expertise by being responsible for legal aspects pertaining to the Institutional Markets businesses. This position will report to the Deputy General Counsel, responsible for legal affairs related to the Institutional Markets business of AIG Life and Retirement.
- This position has a broad scope of work. This role is primarily dedicated to: (i) providing general contract, insurance regulatory and transactional legal support for AIG Life and Retirement’s Institutional Markets pension risk transfer (“PRT”) business in the U.S. and Reinsurance Strategy (“Reinsurance”); (ii) negotiation of assumption and ceded reinsurance transactions; and (iii) supporting new initiatives primarily for PRT and Reinsurance.
- The position will also assist the Institutional Markets team in respect of other business lines such as structured settlements, medium term note offerings, stable value wrap and private placement products.
- Areas of responsibility for this role will include support of product development, transactional negotiation and investments/capital markets matters. This will include drafting and negotiation of all relevant contracts and documentation as well as filings with applicable regulators in conjunction with the PRT business team or from a Reinsurance perspective.
- The position will also work cross functionally to assist the other Institutional Markets lines of business when necessary, collaborate with the legal teams across AIG and provide support with respect to legislative tracking, compliance and handling of special projects.
- Tax and ERISA knowledge is a plus.
About the role
Corebridge Financial is one of the largest insurance organizations in the United States and a leader in today’s financial services marketplace. We believe that our success depends on a world class team. If you would like to be part of this exciting organization, we invite you to consider putting your talents to work in our outstanding legal department. In this challenging and dynamic role, you will have the opportunity to provide advice, counsel, and guidance with respect to the broad range of legal and regulatory issues within our Individual Retirement and domestic Life Insurance business. We are seeking an attorney well versed in the legal and regulatory issues impacting life insurance and annuity products. This position will report to a Deputy General Counsel.
You will be working on various aspects of legal support for the Individual Retirement business of Corebridge Financial. Examples of the work in which you will be involved include:
- You will provide trusted advice and counsel to the Individual Retirement & Life businesses of Corebridge Financial working on all aspects of legal support for fixed and indexed life insurance and annuities: product manufacturing including research and development, distribution and marketing, administration and call center support and compliance with state and federal law.
- This includes drafting and review of various types of product distribution agreements, advising on all disclosure and conflict of interest practices, supporting due diligence activities, advising traditional and digital marketing areas, producer and policy holder call centers, policy owner servicing and claims administration as well as insurance regulatory, legislative and compliance matters.
- This position provides a mix of support of our inforce book of business, as well as strategic and innovative initiatives designed to profitably grow our business.
- The role includes general contract review, contract drafting and negotiation in relation to ordinary course transactions and business initiatives, drafting of policies and procedures in relation to corporate and business unit initiatives, support of state legislation tracking and related matters, and special projects.
- You will work collaboratively with peers across Legal, Compliance and other control functions to ensure philosophical consistencies of approach and practice across diverse business lines, areas of legal practice and legal entities.
- Maintain and grow in-depth knowledge of the business and its activities in order to ensure adequate legal oversight and resources as the business needs evolve over time; advise on emerging legal issues.
- Provide recommendations as to early dispute resolutions in an effort to avoid litigation.
About the role
In this challenging and dynamic role, you will have the opportunity to provide paralegal services to the Corebridge Financial Retirement Services business. You will work with a team of lawyers and other professionals who are responsible for legal support of Corebridge Financial Retirement Services’ annuities, registered products, distribution-related matters, retirement plan operation matters, contract matters, regulatory exams, and multiple strategic projects. This position reports directly to Assistant General Counsel, Corebridge Financial Retirement Services, within Life & Retirement.
You will be working on all aspects of legal support of Corebridge Financial Retirement Services (AIGRS) business. Examples of the work in which you will be involved include supporting the Legal Team with:
- Responding to Requests for Proposal
- IRS, ERISA, DOL and state insurance law issues
- Securities laws issues, such as registration and maintenance of variable insurance products, including scheduling workflow, maintaining filing calendar, record keeping support, and preparing EDGAR submissions.
- Federal and state examinations of the AIGRS business.
- Assisting with contract review and maintenance, including plan service agreements, plan documents, fund related, vendor, and any other general agreements.
- Drafting and/or editing correspondence, memoranda, reports, and perform legal research.
- Tracking federal/state legislation impacting AIGRS’s business and related tasks, and special projects support.
- Requests from Operations and related documentation/filing.
In this role you will join a team of attorneys and staff who handle regulatory matters for Guardian and its subsidiaries. The Assistant General Counsel will provide leadership and strategic regulatory counsel across the enterprise by developing and implementing regulatory engagement strategies to support existing and new business initiatives. The Assistant General Counsel should have experience working in the insurance and securities regulatory environment and should have a command of insurance and securities industry issues. The candidate should be adept at demonstrating regulatory knowledge to actively support business priorities and to work collaboratively with business partners to navigate issues.
The ideal candidate is a regulatory subject matter expert who has previously held one or more roles requiring the following – legal/regulatory issue identification; concurrent project management across multiple teams and projects; collaboration with attorney and non-attorney colleagues, including business leaders; and oral and written advocacy with a variety of clients and before multiple regulators.
- Provide strategic and day-to-day counsel to the company on a range of regulatory and legal issues impacting all of Guardian’s businesses
- Effectively manage interactions with regulators, including in response to formal and informal inquiries, exams, requests, and the like, and represent individuals in regulatory testimony
- Identify and assess potential legal and regulatory issues. Proactively manage issues, involving key partners across the firm as appropriate
- Handle a portfolio of regulatory matters independently, exercising excellent judgment regarding when to raise issues
- Support enterprise risk management, including through development of policies and procedures
- Identify and manage outside counsel, where appropriate
- Communicate effectively with attorneys, colleagues, and leaders
- Engage across all business areas to build strong partnerships with colleagues and leaders, including in other Law Department practices (e.g., government affairs and compliance)
- Maintain awareness of industry trends and external environment (e.g., economic conditions, new regulatory requirements), using insight to inform strategies
The Head of Employee Relations is responsible for overseeing employee relations programs, policies, and practices to ensure fair treatment, adherence to labor laws, and effective conflict resolution. This role leads a team that collaborates closely with various stakeholders across the business, employment law, and our compliance teams. We work with and support our HR Talent Partners as well as provide guidance and counsel to our people leaders to promote engagement, productivity, and a positive employee experience!
Develop and implement employee relations strategies and policies that align with Guardian's goals and values.
Handle complex employee relations issues, including investigations, disciplinary actions, grievances, and appeals, and provide analysis, recommendations, and proposed resolution to address those issues. Develop a cohesive and effective unit that acts as a neutral to facilitate the resolution of a wide variety of employee matters.
providing analysis, recommendations, and resolution on a wide variety of employee relations issues due to the growing complexity, visibility, and risks related to the external regulatory environment, policy changes and/or internal company violations).
Ensure compliance with labor laws, regulations, and company policies in all employee relations matters.
Deliver relevant business solutions, tools, and resources to support and positively craft the employee experience.
Drive consistencies in investigations, Performance Plans, Absence Management, Unemployment, and Grievance issues
Mentor and advise with people managers to proactively identify performance opportunities or concerns through detailed tools and clear communication.
Provide guidance and support to managers and HR professionals on employee relations matters, including performance management, employee conduct, and conflict resolution.
Partner with internal legal counsel, and external legal counsel as needed, to ensure alignment with state and local laws, regulations, and company policies in all employee relations matters.
Mediate and facilitate discussions between employees and management to resolve conflicts and reach mutually beneficial solutions.
Demonstrate leadership skills and the ability to influence and collaborate with stakeholders at all levels of the organization.
Proactively identify trends, patterns, and areas of improvement in employee relations, and develop proactive strategies to address and mitigate potential risks.
Ensure data integrity and analysis beyond the data. You help tell a story through the data which allows the team to gain insight and trends to proactively engage with our managers and teams.
Talent Management/ Development
Provide management coaching and training where needed on topics from performance management and critical conversations to delivering feedback and developing teams.
Play a key role in the development and roll out of new initiatives and projects that support employee engagement.
Partner with the Learning team to craft, facilitate, and scale Manager Training
Performs other related duties as assigned.
In this role, you will be the Annuities counsel for Guardian’s Individual Market’s (IM), focusing on our retirement and income businesses (primarily supporting the fixed and variable annuity product lines). A “go to” partner, collaborating with key stake holders across the enterprise to help deliver innovative business solutions focused on product development and design, sales, and administration of such insurance products as well as issues related to reinsurance. You will report directly to the Associate General Counsel, Head of the IM practice group. As a leader on this team, you will also be seen as an advocate for change in advancing our alignment with the business, driving team outcomes, and inspiring and mentoring colleagues to continually develop.
Provide leadership and advice regarding the development, administration, claims handling, and sale of various annuity contracts.
Provide counsel on insurance and securities laws and regulations applicable to individual annuities as well as other individual insurance products, including individual life and disability insurance.
Provide influence and counsel to senior leadership regarding reinsurance transactions and other various forms of risk transfer.
Negotiate and advise on reinsurance transactions between Guardian and third-party insurance companies (including, without limitation, block and flow reinsurance of annuities and life contracts), negotiate customer, third-party administrator, and vendor agreements.
Draft or review a variety of documents, including policy forms, reinsurance treaties, collateral agreements, administrative service agreements and other business-related contracts.
Coordinate with the business, government relations, compliance, and other cross-functional teams on multi-disciplinary issues.
The position will report directly to the Head of Law Department Strategy, Operations and Technology and will be part of the team that provides operational support to the Legal, Compliance and Government Affairs teams at Guardian. The role comes with the opportunities to work on a variety of projects and to make a significant contribution to the modernization of the Law Department. A key focus will be ongoing management of legal ebilling and matter management, including outside counsel guideline management and compliance monitoring, rate management, and documentation management Excellent communication, interpersonal and collaboration skills, attention to detail and keen judgment are critical to success in this role.
Someone who has deep experience in legal operations and enjoys working in a team environment while achieving results independently. Your confidence allows you to develop relationships with a wide variety of individuals and to make decisions juggling multiple assignments and clearly and concisely communicate and support law professionals at all levels.
- Manage E-billing/matter management platform and act as subject matter expert designing and performing analysis on key metrics. High comfort level designing reports and handling matter creation, functionality, data structure/hierarchies and reporting. Manage user access and act as point of contact with IT, Accounts Payable, Procurement and vendor. Familiarity with LegalTracker experience is a plus but not required.
- High comfort level interacting with outside counsel as relates to management of preferred legal providers and rate management; support renewal of outside legal preferred provider panel; management of relationships with billing teams at law firms
- Manage Law Department intranet and relevant internal Law Department sharepoint sites; assist with developing document management solutions
- Maintain team subscriptions and memberships
- Support and handle a variety of Legal Operations special projects, as appropriate
- Seek opportunities for process improvement recommendations
- Interface with various stakeholders, including IT and Procurement
- High comfort level interacting with all Law Department teams and all management levels
- Ability to understand key processes and provide insight and innovative ideas for improvement
- Involvement with some administrative tasks, as appropriate
The Regional Director (RD) role is a non-producing sales leader role. An effective Regional Director is charged with leading and developing a team of sales and service people in the pursuit of annual team goals involving revenue, sales, persistency, and earnings. Additionally, the RD is responsible for establishing broker/consultant assignments and determining geographic territory assignments for the sales and service team, with an objective of optimizing the territory's potential.
The RD will set the goals for each member of the sales team, provide performance management, and assist with the creation of an annual development plan for each team member. As the team leader, the RD sets high personal performance standards and leads by example. The RD will determine the priorities for the team consistent with overall business objectives and strategy and will allocate resources in order to maximize the productivity and profitability of the portion of the region that they lead. Simultaneously, the RD is expected to develop and communicate the sales and service strategy for their portion of the division, in collaboration with the Manager, Client Management. The RD is charged with making sure this strategy is executed and measured using metrics.
The RD must demonstrate business leadership through building relationships and collaborating with internal business partners both in the region and in corporate roles. Strong internal partnerships are critical to meeting the goals of the region.
- Select, hire, counsel/coach, train, motivate, and develop new and current sales and service team members.
- Take a hands-on approach to teaching new sales and service team members our selling process. Assist them in working with our underwriters and in closing opportunities on new business and add-issue sales opportunities.
- Provide constant, ongoing, local market intelligence. This would include information on all aspects of local competitors, customer wants and needs and emerging trends.
- Meet all top producers in their assigned geography and develop strong partnerships and business intimacy. It is expected that the RD will have a presence in market and making sales calls with sale team members.
- Effectively manage sales pipeline and projections and leverage Large Market reporting and metrics to ensure a high-performance mindset with his/her team.
- Provide reports as required senior leadership on a weekly, monthly, quarterly or annual basis.
- Provide timely annual and mid-year performance reviews for all sales and service team members along with real-time coaching throughout the year.
- Foster an environment that is ultra-focused on collaboration and teamwork, where respect and openness are encouraged, and recognition is consistent.
- Developing, executing, and monitoring a sales marketing plan consistent with the business objectives and strategy and consistent with the needs of the local market.
- Communicating the sales plan across, up and down the organization to those who play a role in execution of the plan.
- Work collaboratively with the Client Management team in the development and execution of strategic account plans focused on add issue, renewal, and stewardship excellence.
- Sound development of internal and external relationships resulting in excellent work outcomes.
- Represent Guardian in their assigned geography in a positive and professional manner.
- The RD does not have any personal production goals.
Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We’re actively seeking a talented Assistant Actuary to join the Institutional Pricing Project Team in Newport Beach, CA.
As an actuary on the Pricing team within the Institutional Division (ID), you will play a key role in Pacific Life’s growth and long-term success. You will be responsible for the development and pricing of new products rollouts in the rapid growing DCLI market.
Location is flexible allowing you to sit in Newport Beach, CA, Omaha, NE, or Lynchburg, VA. We are open to 100% remote but preference will be given to individuals located or willing to relocate near an office.
While our team aims to hire at the Assistant Actuary level, candidates who meet most but not all requirements are encouraged to apply. Actual job title will be based on experience and skillset.
• With respect to PGIM Custom Harvest, the attorney would work closely with business partners on enhancing the platform, including drafting, reviewing and/or negotiating client agreements, intermediary agreements, service provider and other agreements, preparing/reviewing Form ADV and other disclosures, and working with the PGIM Investments team to continue to integrate the platform into PGIM Investments.
• Provide legal advice to internal business clients on investment advisory, investment company and regulatory issues in developing new strategies and supporting existing strategies.
• Provide legal support to key internal partners including product development, sales team, compliance and marketing departments.
• Review annual ADV disclosures and any amendments; also assist with registration and regulatory disclosures for funds, including annual registration statements, N-CSR and semi-annual reports, proxy statements and information statements.
• Provide legal support for responses to regulatory inquiries.
Candidate must have at least five (5) years of experience in a law firm and/or in-house legal department, and must be prepared to work in a collaborative and demanding environment.
Candidate must have a J.D. degree, be in good standing, and be admitted to practice law in New Jersey (or must be obtained within 12 months of start date) or obtain the New Jersey In-House Counsel License within 18 months of start date.
Global Atlantic Financial Group, Inc. has a unique opportunity for a highly motivated, energetic individual interested in continued career growth to join our team as a Regional Vice President in the New England market. We are looking for an individual who will be responsible for meeting/exceeding sales goals and developing new as well as maintaining existing client relationships with financial advisors. This is a sales position, with a base salary and monthly commission paid on territory sales.
- Develop and maintain profitable, productive relationships with financial advisors in an assigned territory to significantly capture sales and market share.
- Manage client relationships primarily through face-to-face visits throughout territory, but also with telephone and email communications. Use deliberate, thoughtful scheduling and calendar management to maximize client time and to ensure activity corresponds to territory priorities.
- Develop and implement business plans for the territory using activity-oriented objectives, to guide day-to-day priorities and to track progress against goals.
- Work closely with internal wholesalers to continue to develop already established territories.
- Explain in detail the features, benefits, and advantages of the Global Atlantic products to financial advisors.
- Demonstrate effective use of client & territory management tools including salesforce.com.
- Leverage and maximize centers of influence in the territory.
The Associate will support the Bermuda reinsurance companies and the company’s Institutional business segment by delivering reinsurance transaction accounting solutions. The associate will also be delivering financial reporting improvements around reinsurance and institutional markets accounting operations and its control function. The Associate will also support the broader team of financial reporting professionals coordinating reinsurance finance implications across various accounting and actuarial stakeholders. The Associate will be part of a core team assessing reinsurance considerations and execution on new investments/assets scenarios. This is an extraordinary opportunity to grow with our dynamic and leading long-term reinsurance business in Bermuda, gaining exposure to life and annuity business across several accounting and capital regimes.
Key Duties and Responsibilities
- Communicate with cross-service teams to coordinate reinsurance accounting, investment accounting, tax and actuarial on financial reporting requirements for new reinsurance transactions.
- Draft accounting transaction and investment memos.
- Provide technical accounting support to reinsurance accounting and Bermuda finance functions.
- Maintain Funding Agreements reporting for Financial controllership, Management, Risk, Tax, and other stakeholders.
- Gather and complete information on investment returns and investigate unexpected results on the reinsurance Funds Withheld portfolios.
- Assist in establishing Bermuda entity tax forecasting.
- Complete monthly and quarterly reconciliations and establish tight accounting procedures and data control around Funds Withheld Funding agreements.
Looking for an engaging, collaborative workplace with great teams and inspiring leaders? Global Atlantic Financial Group is looking for an Internal Sales Desk manager with a proven ability to drive sales and activity at the forefront. We strive to find a dynamic individual interested in leading a team of internal wholesalers who support our Annuity & Alternative products within the Broker-Dealer Channel. The ideal Sales Desk manager has successful experience with the entire sales process, excelling at lead generation and relationship building, and will set sales targets to hit or exceed revenue effectively. We seek candidates who can inspire the same performance in others. This position will include a base salary and a monthly commission based on product sales.
- Work closely with senior sales management to most effectively drive sales growth both internally and externally.
- Recruit, hire, train, coach and develop existing and new internal wholesalers.
- Assist in the planning and execution of both National and Divisional Sales meetings.
- Visit with outside firm sales desks to represent Global Atlantic products.
- Adhere to stated supervisory procedures for the oversight and management of sales teams.
- Effectively run team meetings and communications to improve sales growth and efficiency.
- Strong knowledge of the product, sales, marketing, operations, and support aspects of our businesses.
- Provide ongoing sales coaching to existing sales force, as well as address performance or behavioral issues as needed.
- Regularly lead ongoing training and development efforts for the sales desk.
- Act as a liaison between Global Atlantic and external wholesalers in the field on bi-weekly wholesaler calls.
- Provide and analyze key metrics reports for senior management.
We have a unique opportunity for an accomplished and high performing candidate to join our New York-based Corporate Development team as Vice President, Financing and Ratings Agency Strategy. This individual will work closely with many of our most important external constituencies on behalf of Global Atlantic.
- Liaise with debt investors on behalf of Global Atlantic, including strategic buildout of communication strategy via investor days, presentations, etc.
- Oversee and facilitate relationships with bank and lending partners.
- Lead the relationship with Rating Agencies, including regular communications, ad-hoc requests, and annual review meetings.
- Oversee analysis and improvements to rating agency strategy and processes, including analysis of trend in rating agency metrics, anticipating changes, and implementing actions to mitigate risks to and/or enhance financial conditions.
- Maintain knowledge of market trends and the latest insurance developments; create impact analysis to evaluate what may impact Global Atlantic’s positioning or firmwide efforts.
- Engage business partners across the firm in investor relations and rating agency strategy, building consensus and communicating to senior management.
- Oversee, develop, and lead an inclusive, engaged, and high-performing team.