Internal Sales Specialist

Reposted 2 Days Ago
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West Des Moines, IA, USA
In-Office
Junior
Fintech • Insurance
The Role
Provide telephonic sales support to agents/distributors on Athene annuity products: handle inbound calls (40/day), run product illustrations accurately and timely, forward leads, fulfill marketing requests, and coordinate service issue resolution.
Summary Generated by Built In

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 Sales Specialist provides telephonic sales support to agents and distributors regarding Athene annuity products, using a variety of tools, including product illustration software and the company intranet site!

Accountabilities:

  • Handle inbound calls from 800-line, assisting with product and sales questions, while meeting minimum call volume of 40 calls per day.

  • Transfer/funnel calls to appropriate departments, including forwarding leads to Internal Wholesalers.

  • Run product illustrations, meeting or exceeding established turnaround times on all requests, with 100% accuracy.

  • Complete fulfillment requests for marketing materials.

  • Partner with Service Liaison to handle Service Issues/Exception Requests.


Qualifications and Experience:

  • Bachelor's degree or equivalent work experience preferred, but not required. Military experience will be considered in lieu of formal degree.

  • 1+ year of prior financial services industry sales experience required.

  • Experience with Word, Excel, PowerPoint, etc. required.

  • Successful completion of Industry Continuing Education (such as LIMRA / LOMA) courses preferred.

  • Experience with annuity products and illustration software systems is strongly preferred.

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

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.

Skills Required

  • 1+ year of prior financial services industry sales experience
  • Experience with Microsoft Word, Excel, PowerPoint
  • Effective verbal and written communications skills
  • Bachelor's degree or equivalent work experience (preferred; military experience accepted in lieu)
  • Successful completion of industry continuing education (LIMRA/LOMA)
  • Experience with annuity products and illustration software systems
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