Sales Operations Support Analyst Job at Global Atlantic Financial Group
All offices are currently open, and our employees are back 4 or 5 days a week in Hudson Yards, NY and 3 days a week in all other offices. If you have questions on this policy or the application process, please contact recruiting@gafg.com.
COMPANY OVERVIEW
Global Atlantic Financial Group is a leader in the U.S. life insurance and annuity industry, serving the needs of individuals and institutions. Global Atlantic is a majority-owned subsidiary of KKR, a leading global investment firm that offers alternative asset management across multiple strategies and capital markets solutions.
Global Atlantic is looking for a diverse team of talented individuals who reinforce our culture of collaboration and innovation. We are dedicated to the career development of our people because we know they are critical to our long-term success. Join our team and come grow with us.
We use Greenhouse as our scheduling tool and communicate through their systems. At times, your email may block our communications. Please be sure to check your SPAM so that you do not miss critical information about our process, including scheduling.
POSITION OVERVIEW
The Sales Operations Support Analyst will be responsible for assisting all Operational and Service related requests and inquires. They will support our Sales team with service escalations, new business, and accommodations, work closely with our Compliance and Legal teams, as well as assist the New Business Resolution team in ensuring applications are in good order. They will report to the Retirement Operations Management Team.
KEY RESPONSIBILITIES
- Responsible for handling all service related inquiries and requests received via the Internal / External Sales Team and Distribution Relationship Managers
- Accountable for end to end resolution and timely responses
- Perform outreach to the sales team and advisors on as needed basis
- Partner and consult with other teams within Global Atlantic to resolve issues and respond to inquiries in a timely manner; these areas include Legal, Compliance and Product teams
- Partner with TPA on researching and resolving service and operational inquiries and requests
- Follow through to ensure requests are resolved and closed within appropriate timeframes
- Perform analysis on the types of requests submitted; track trends and provide recommendations on service and process improvements as needed
- Create and maintain excellent working relationships with operations vendor, provide feedback as needed on service issues and improvements and help identify any gaps in training or communication surrounding our products and process
- Create and maintain excellent working relationships with both the internal and external sales teams
QUALIFICATIONS
- Strong life/annuity product and industry knowledge
- Possess strong organizational skills and be able to handle multiple projects simultaneously
- Comfortable working under pressure and against tight deadlines
- Professionalism in written and oral communications
- Responsible, conscientious and self-motivated
- Display willingness to quickly learn product lines, procedures and workflows
- 3-5 + years of Financial Services experience strongly preferred
- Bachelor's degree or equivalent combination of education and experience
- Five (5+) or more years of Operational Leadership and/or Relationship Management experience
- Possesses and displays excellent verbal and written communication with ability to convey information in a clear and concise manner
- Strong level of adaptability work ethic and high level of personal integrity and accountability
- Strategic leader with the ability to influence outcomes internally and externally
- Occasional travel required
- Series (6,26,63) preferred
#LI-RA1
TOTAL REWARDS STATEMENT
Global Atlantic's total rewards package is reflective of our corporate values, particularly diversity, excellence and innovation, with a focus on inclusion, pay equity, and flexibility. We are proud to support your personal and professional growth and well-being through programs such as educational assistance, virtual physical therapy, remote/onsite fitness reimbursement, a medical second opinion program, pet insurance, military leave, parental leave, adoption assistance, fertility and family planning coverage. We strive to foster a culture of total well-being through community outreach and charitable giving programs.
We are active in our communities-
- New York: Red Hook Conservancy, Girls Who Invest and The Bowery Mission
- Boston: Cradles to Crayons, Project Bread, Let's Get Ready, Rise Against Hunger, Salvation Army and many other local volunteer organizations in around the Boston area
- Hartford: Habitat for Humanity, Foodshare, Humane Society, Hands on Hartford, Mercy Shelter and Dog Star Rescue
- Indianapolis: Elevate Indianapolis, Gleaners Food Bank and the Juvenile Diabetes Research Foundation
- Batesville: American Cancer Society Relay for Life, Angels of Giving, Margaret Mary Health Foundation, Ripley County Community Foundation, Safe Passage, Batesville High School Sponsorships, local area youth sports and food pantries, as well as many others
- Des Moines: United Way, Central Iowa Shelter & Services, Junior Achievement of Central Iowa and Make a Wish Foundation
- Berwyn: Food drive and will be planning an event to help a local family over the holidays
- Atlanta: Packaged Good Organization, which helps the most vulnerable community members with providing personalized care packages for people in need including the elderly, our armed forces, the homeless and hospitalized kids
- Bermuda: Sponsor of a weekly feeding program operated by The Hamilton Seventh-Day Adventist Church
Social platforms provide an environment to collaborate with others and participate in friendly competitions towards achieving physical, emotional and financial well-being. Our highly competitive health, retirement, life and disability plans can be tailored to best suit your needs and those of your whole family.
Global Atlantic is committed to creating an inclusive environment where everyone can meaningfully contribute to our success. We are proud to be an equal opportunity employer and we do not discriminate in employment on any basis that is prohibited by federal, state or local laws. More than that, we strive to be inclusive of all backgrounds and experiences, which we feel gives us a competitive advantage in the market and within our firm. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.
Employees who require an accommodation to perform the essential functions of their job will participate in an interactive process which may include providing documentation. If you are hired and require an accommodation for any protected status, please email benefits@gafg.com.
Please click on the links below to learn more about Global Atlantic.
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