Internal Wholesaler, IBD

Athene • Conshohocken, PA

2d

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

• FINRA Series 6 license required within the first year 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).
• Self-starter with the ability to thrive in a fast-paced, dynamic environment.

Nice To Haves

• Strong preference for annuity product sales experience.
• 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

• 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.

Benefits

• discretionary bonus plan or variable sales incentive may be included.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level