Internal Wholesaler IBD

Athene•West Des Moines, IA

About The Position

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

1+ years of financial services sales experience required
Previous annuity sales experience strongly preferred
FINRA Series 6 license required within 12 months of hire date
State insurance license required
Excellent verbal and written communication skills
Proficiency in Microsoft Office (Word, Excel, PowerPoint)
Self-starter with the ability to thrive in a fast-paced, dynamic environment
Drive. Discipline. Confidence. Focus. Commitment.

Nice To Haves

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

Responsibilities

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.