Internal Wholesaler Structured Settlements

Athene Employee Services • West Des Moines, IA

258d

About The Position

The Internal Wholesaler increases sales through proactive direct contact to structured settlement agents. This role partners with the Relationship Manager in the assigned territory to generate and increase sales by prospecting, profiling, and building relationships. The Internal Wholesaler maintains regular contact with assigned agents to foster strong relationships and works daily with them to assist in quote production. Responsibilities include scheduling, coordinating, and running conference calls, webinars, Go-To-Meetings, and campaigns in the assigned territory. The position also involves completing regularly assigned proactive call campaigns in conjunction with both Sales and Marketing, consulting on products, services, resources, compensation, and regulations with assigned agents and accounts, creating and executing blast email campaigns, and developing and executing a territory business plan with the RM partner. The Internal Wholesaler follows up on all leads and increases agent sales and awareness of Athene Annuity products through proactive call campaigns.

Requirements

• 4+ years successful financial services industry sales experience.
• Annuity products sales experience strongly preferred.
• Excellent written and verbal communication skills.
• Experience with annuity illustration software systems preferred.
• State insurance license required.
• Successful completion of Industry Continuing Education courses or currently working towards an advanced industry designation such as CLU, RICP or ChFC preferred.
• Willingness to embrace challenging assignments and ability to work well with ambiguity.
• Ability to navigate computer systems with minimal experience required (Word, Excel, PowerPoint, etc.).
• Bachelor's Degree preferred.

Nice To Haves

• Experience with annuity illustration software systems.
• Advanced industry designation such as CLU, RICP or ChFC.

Responsibilities

• Partner with Relationship Manager to generate and increase sales in assigned territory.
• Maintain regular contact with assigned agents to foster strong relationships.
• Assist assigned agents in quote production.
• Schedule, coordinate, and run conference calls, webinars, Go-To-Meetings, and campaigns.
• Complete regularly assigned proactive call campaigns in conjunction with Sales and Marketing.
• Consult on products, services, resources, compensation, and regulations with assigned agents.
• Create and execute blast email campaigns.
• Develop and execute territory business plan with RM partner.
• Follow up on all leads.
• Increase agent sales and awareness of Athene Annuity products.

What This Job Offers

• Education Level: Bachelor's degree