Internal Wholesaler, IBD

AtheneWest Des Moines, IA
1d

About The Position

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.

Requirements

  • FINRA Series 6 license required within 6 months of hire date
  • Minimum 4 years of successful sales experience in the financial services industry.
  • State insurance license required.
  • Excellent verbal and written communication skills.
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint); experience with annuity illustration software preferred.
  • Self-starter with the ability to thrive in a fast-paced, dynamic environment.
  • Drive. Discipline. Confidence. Focus. Commitment.

Nice To Haves

  • Strong preference for annuity product sales experience.
  • Completion of or progress toward industry certifications (e.g., LIMRA, LOMA, CLU, RICP, ChFC) preferred.
  • Bachelor’s degree preferred.

Responsibilities

  • 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.
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