Managers of Global Atlantic Financial Group are hoping to increase sales of new annuities by using the web to reach more financial professionals.
The New York-based company last week gave Jason Bickler, the company’s national sales manager, a new title: head of retirement distribution.
The company is also setting up two separate advisor outreach teams. One will court advisors in person, through regional vice presidents. The other, an eSales Consultants team, will organize webinars and other virtual meetings, to serve advisors who would rather not meet with wholesalers in person.
Paula Nelson, president of Global Atlantic’s retirement unit, said Tuesday, in an interview, that the company wants to overcome the fact that it has a relatively new name, and to give advisors tools and information that will help them do a better job of serving retirement planning clients.
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“We’re really looking to add value for the advisors,” Nelson said.
Nelson said Global Atlantic also wants to show advisors that the company can offer the clients all types of annuities, not just one type.
Advisors are trying to take a more holistic approach to retirement planning these days, and that should increase the appeal of Global Atlantic’s broad annuity product menu, Nelson said.