Internal Wholesaler IBD

Posted Yesterday
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West Des Moines, IA, USA
In-Office
Junior
Fintech • Insurance
The Role
Support IBD channel by driving annuity sales through territory planning, outbound prospecting, producer support, presentations, webinars, and CRM management. Coordinate with RVPs, assist with illustrations and paperwork, resolve exceptions, and educate producers on Athene products while pursuing industry licenses and certifications.
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:

Join Athene as an Internal Wholesaler supporting our IBD channel, where you'll play a key role in driving annuity sales through strategic partnerships, proactive outreach, and expert product consultation. This is a high-impact role for a motivated sales professional looking to grow within a dynamic and collaborative environment.

Accountabilities:

  • Develop and implement territory business plan with RVP partner to increase overall sales through frequent touch points with assigned 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:

  • 1+ years of financial services sales experience required, with previous annuity sales experience strongly preferred.

  • FINRA Series 6 license required within 12 months of hire date.

  • Strong preference for annuity product sales experience.

  • Excellent verbal and written communication skills.

  • Proficiency in Microsoft Office (Word, Excel, PowerPoint); experience with annuity illustration software preferred.

  • Completion of or progress toward industry certifications (e.g., LIMRA, LOMA, CLU, RICP, ChFC) preferred.

  • Bachelor’s degree preferred.

  • Self-starter with the ability to thrive in a fast-paced, dynamic environment.

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+ years of financial services sales experience
  • Previous annuity sales experience
  • FINRA Series 6 license (required within 12 months of hire)
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint)
  • Experience with annuity illustration software
  • Completion of or progress toward industry certifications (LIMRA, LOMA, CLU, RICP, ChFC)
  • Bachelor's degree
  • Excellent verbal and written communication skills
  • Self-starter able to thrive in a fast-paced environment
  • Willingness to acquire industry licenses and certifications as needed

Athene Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Athene and has not been reviewed or approved by Athene.

  • Retirement Support Retirement savings support is highlighted through a strong employer match and structured retirement programs. Feedback suggests these offerings add meaningful long-term value to total compensation.
  • Leave & Time Off Breadth Time-off policies span flexible or paid time off, a robust holiday schedule, volunteer time, and paid parental, family care, and military leave. Feedback suggests this breadth is a standout element across many roles.
  • Wellbeing & Lifestyle Benefits Wellbeing resources include comprehensive health coverage, mental-health support, onsite fitness centers, and one‑on‑one coaching. HQ amenities and wellness perks are positioned as differentiators for on-site employees.

Athene Insights

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The Company
HQ: West Des Moines, IA
1,254 Employees
Year Founded: 2009

What We Do

Athene, through its subsidiaries, is a leading retirement services company that issues, reinsures and acquires retirement savings products designed for the increasing number of individuals and institutions seeking to fund retirement needs. The products offered by Athene include: • Retail fixed, fixed indexed and registered index-linked annuity products; • Reinsurance arrangements with third-party annuity providers; and • Institutional products, such as funding agreements and group annuity contracts related to pension risk transfers. Athene's subsidiaries include Athene Annuity & Life Assurance Company, a Delaware-domiciled insurance company, Athene Annuity and Life Company, an Iowa-domiciled insurance company, Athene Annuity & Life Assurance Company of New York, a New York-domiciled insurance company, Athene Securities, LLC, an Iowa-domiciled registered broker-dealer (member FINRA), and Athene Life Re Ltd., a Bermuda-domiciled reinsurer. -- The financial industry is ripe for change and Athene is leading the way. We’re determined to make retirement easier for you and other Americans by harnessing our passion, smarts and relentless spirit. Learn how to become an Athene financial professional at www.athene.com/contact. If you love a challenge and are driven to succeed, then Athene is your kind of company.

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