Internal Wholesaler, IBD

Reposted 20 Days Ago
Be an Early Applicant
Conshohocken, PA, USA
In-Office
56K-84K Annually
Senior level
Fintech • Insurance
The Role
The Internal Wholesaler will drive annuity sales through calls to clients and producers, manage territory effectively, and support sales efforts with education and relationship building.
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:

  • 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 call 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:

  • FINRA Series 6 license required within the first year of hire date.

  • Minimum 4 years of successful sales experience in the financial services industry.

  • Strong preference for annuity product sales experience.

  • State insurance license required.

  • 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.


$56,160.00 - $84,240.00 USD Annual


Annual Salary for this role is market competitive.  Actual salary for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.  Depending on the role, a discretionary bonus plan or variable sales incentive may be included.

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.

Top Skills

Annuity Illustration Software
MS Office
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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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