All roles

Internal Wholesaler Bank/BD

Remote · USA Full-time New today

We are driven to do more. More for our customers and the financial professionals who offer our products. If you are driven to do more and love the challenge of pursuing more, Athene is your kind of company. You will find we offer more than the basics to create an inclusive and dynamic work environment at our various locations.

Purpose:

The Internal Wholesaler in the Independent Broker Dealer channel will educate Financial Advisors on Athene annuity products, services and resources via proactive & direct phone contact. This role will partner with the Regional Vice President (RVP) in assigned region to generate sales by prospecting, profiling and relationship-building over the phone!

Accountabilities:

  • Develop and implement territory business plan with RVP partner to increase overall sales through frequent touch points with assigned Financial Institutions and IBD Financial Advisors.

  • Initiates outbound sales calls to current and prospective clients to position, promote and sell Athene products and communicate company updates.

  • Prospect in the territory and acquire new producers, as well as conduct lead generation and referral calls to develop business.

  • Conduct thank you, pending business, illustration and follow-up calls.

  • Schedule/coordinate/run conference calls/webinars/Go-To-Meetings/ campaigns in assigned territory.

  • Collectively create sales ideas and marketing strategies; share with teams.

  • Assist producers with illustration questions; NIGO paperwork process.

  • Maintain effective Territory Management through daily communication with RVP, including creation of follow-up call lists after a meetings and accurate and timely completion of CRM entries.

  • Know the characteristics of each firm/office/FI which the RVP visits.

  • Facilitate problem resolution and exception requests.

  • Establish effective relationships, providing superior sales/service support and education on Athene product features and benefits.

  • Increase sales and cultivate key producer/marketer relationships while promoting the Athene value proposition with all producers and marketers.

  • Improve product and industry knowledge through various educational opportunities and acquire industry licenses and certifications as needed.

Qualifications and Experience:

  • College degree preferred, but not required.

  • 4+ years financial services industry sales experience required; with prior an annuity products sales experience strongly preferred.

  • State Insurance license required and must acquire Series 6 within 6 months.

  • Prefer candidates who have successfully completed Industry Continuing Education (such as LIMRA / LOMA) courses; or are currently working towards an advanced industry designation such as CLU or ChFC.

  • Effective verbal and written communications required to explain products, tools, concepts and processes to a diverse customer base.

  • Shown success building and fostering relationships to execute and deliver against territory/account growth.

  • Proven track record of implementing and advancing Advisor segmentation growth.

  • Proficient in technology tools to advance sales with demonstrated ability to master and apply presentation skill training.

  • PC technical experience (Word, Excel, PowerPoint, etc.)

  • Self-motivated individual with ability to work autonomously as well as collaborate with teammates.

  • Willingness and ability to act in a professional manner and adhere to Athene BEAM values.

Drive. Discipline. Confidence. Focus. Commitment.  Learn more about working at Athene.

Athene is a Military Friendly Employer!  Learn more about how we support our Veterans.

Athene is committed to inclusion and is proud to be an Equal Opportunity Employer.  We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, veteran status or any other status protected by federal, state or local law.

Apply To This Job

Related roles

Remote Bilingual Social Worker – Case Management (Special Needs Plan, SNP)

Remote · USA Full-time

Data Scientist

Remote · USA Full-time

Customer Service Agent – BUF

Remote · USA Full-time

TikTok Creator für Lernapp gesucht (m/w/d) - Performance basiert (Remote)

Remote · USA Full-time

Director of Business Development & Partnerships

Remote · USA Full-time

NURSE - NURSE FAMILY PARTNERSHIP

Remote · USA Full-time

Customer Support Engineer

Remote · USA Full-time

Specialist, Account

Remote · USA Full-time

Solar Account Manager-Phone

Remote · USA Full-time

SENIOR SPECIALIZED SALES REPRESENTATIVE

Remote · USA Full-time

Experienced Remote Data Entry Specialist – Contributing to the Enchanting World of arenaflex

Remote · USA Full-time

Walmart Remote Jobs MS $25/Hour

Remote · USA Full-time

Online Freelance Jobs for Teens - Empowering Teen Creativity

Remote · USA Full-time

Customer Service Representative for Corporate Travel – Remote Opportunity at Blithequark

Remote · USA Full-time

Healthcare Business System Analyst with HEDIS

Remote · USA Full-time

Experienced Alarm Installation Technician - Residential Security Systems Expert

Remote · USA Full-time

Experienced Part-Time Remote Data Entry Specialist – Entry-Level Opportunity for Career Growth and Professional Development at arenaflex

Remote · USA Full-time

Deputy Secretariat Human Resources Officer

Remote · USA Full-time

Experienced Accounting/Data Entry Clerk (Typist) – Remote Workforce Operations Specialist

Remote · USA Full-time

Vacation Rental Guest Experience Coordinator, Remote, US

Remote · USA Full-time