Internal Wholesaler, IMO

Posted 12 Days Ago
Be an Early Applicant
West Des Moines, IA, USA
In-Office
Junior
Fintech • Insurance
The Role
Drive annuity sales through proactive outreach, prospecting, and relationship development with independent marketing organizations, marketers, and agents. Partner with Relationship Managers to manage territories, provide annuity product consultation, execute targeted sales campaigns, resolve producer service issues, and improve engagement using sales technology and insights. The role requires strong communication, consultative selling, financial services knowledge, and obtaining a FINRA Series 6 license within 12 months.
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 IMO channel, where you’ll help drive annuity sales and deepen relationships with Independent Marketing Organizations (IMOs), marketers, and agents. Partnering closely with Relationship Managers, you’ll combine proactive outbound sales activity, relationship building, and product expertise to identify opportunities and grow Athene’s presence across assigned territories.

Accountabilities:

  • Partner with Relationship Managers to drive annuity sales growth across assigned territories through proactive outbound calling, prospecting, producer profiling, lead follow-up, and relationship development. 

  • Build and maintain strong relationships with assigned IMOs, principals, marketers, and agents, identifying opportunities to increase engagement and adoption of Athene solutions. 

  • Serve as a knowledgeable sales resource, providing effective consultation on Athene’s annuity products, services, compensation structures, and applicable regulatory guidelines. 

  • Develop and execute targeted sales campaigns- including webinars, conference calls, email outreach, and virtual campaigns- in partnership with Sales and Marketing. 

  • Use sales insights, technology, and tools to strengthen prospecting, personalize outreach, identify opportunities, and improve campaign effectiveness while applying sound judgment and adhering to applicable policies. 

  • Collaborate across Athene, including with Service Liaisons, to address producer needs, resolve service issues and exceptions, and create a strong partner experience. 


Qualifications and Experience:

  • 1+ years of relevant experience in financial services sales, internal wholesaling, business development, annuity sales, or relevant professional experience, preferred. 

  • Strong understanding of annuity products, advisor relationship management, consultative selling, and territory management with excellent communication, presentation, and relationship-building skills. 

  • Demonstrated ability to think critically, adapt in a fast-paced environment, leverage AI and technology appropriately to improve productivity, and work collaboratively to achieve business goals. 

  • FINRA Series 6 license required within 12 months of hire. Progress toward or completion of industry designations (e.g., LIMRA, LOMA, CLU, ChFC, RICP) is preferred. 

  • Proficiency with Microsoft Office applications; experience with CRM systems and annuity illustration software preferred. 

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

  • FINRA Series 6 license within 12 months of hire
  • Strong understanding of annuity products, advisor relationship management, consultative selling, and territory management
  • Excellent communication, presentation, and relationship-building skills
  • Ability to think critically, adapt in a fast-paced environment, use technology appropriately, and collaborate effectively
  • At least one year of relevant experience in financial services sales, internal wholesaling, business development, annuity sales, or related professional experience
  • Progress toward or completion of industry designations such as LIMRA, LOMA, CLU, ChFC, or RICP
  • Proficiency with Microsoft Office applications
  • Experience with CRM systems and annuity illustration software

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

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

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.

Similar Jobs

Samsara Logo Samsara

Analytics Manager

Artificial Intelligence • Cloud • Computer Vision • Hardware • Internet of Things • Software
Easy Apply
Remote or Hybrid
United States
4000 Employees
119K-180K Annually

Zeta Global Logo Zeta Global

Senior Software Engineer

AdTech • Artificial Intelligence • Marketing Tech • Software • Analytics
Easy Apply
Remote or Hybrid
United States
2429 Employees
150K-180K Annually

monday.com Logo monday.com

Account Executive

Artificial Intelligence • Productivity • Sales • Software
Remote or Hybrid
US
3155 Employees
250K-288K Annually

Milestone Systems Logo Milestone Systems

Channel Business Manager - WY, CO

Artificial Intelligence • Security • Software • Analytics • Big Data Analytics
Remote or Hybrid
2 Locations
1500 Employees
155K-185K Annually

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Artificial Intelligence • Fintech • Software
New York, New York
9 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account