Internal Wholesaler IBD

Athene • West Des Moines, IA

118d

About The Position

The Internal Wholesaler in the Independent Broker Dealer channel will educate Financial Advisors on Athene annuity products, services and resources via proactive & direct phone contact. This role will partner with the Regional Vice President (RVP) in assigned region to generate sales by prospecting, profiling and relationship-building over the phone!

Requirements

• College degree preferred, but not required.
• 4+ years financial services industry sales experience required; with prior annuity products sales experience strongly preferred.
• FINRA Series 6 license required within 6 months of hire date.
• Prefer candidates who have successfully completed Industry Continuing Education (such as LIMRA / LOMA) courses; or are currently working towards an advanced industry designation such as CLU or ChFC.
• Effective verbal and written communications required to explain products, tools, concepts and processes to a diverse customer base.
• Shown success building and fostering relationships to execute and deliver against territory/account growth.
• Proven track record of implementing and advancing Advisor segmentation growth.
• Proficient in technology tools to advance sales with demonstrated ability to master and apply presentation skill training.
• PC technical experience (Word, Excel, PowerPoint, etc.).
• Self-motivated individual with ability to work autonomously as well as collaborate with teammates.
• Willingness and ability to act in a professional manner and adhere to Athene BEAM values.

Nice To Haves

• Successfully completed Industry Continuing Education courses.
• Currently working towards an advanced industry designation such as CLU or ChFC.

Responsibilities

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

Benefits

• Inclusive and dynamic work environment.
• Military Friendly Employer.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees