Internal Wholesaler, Bank Channel

AtheneWest Des Moines, IA
7d

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: The Internal Wholesaler position will be part of the Bank Channel working through proactive & direct phone contact with Financial Advisors to consult on Athene annuity products, services and resources.

Requirements

  • 2 plus years' financial services industry sales experience.
  • State Insurance license required.
  • Must be able communicate effectively using verbal and written methods, while explaining products, tools, concepts and processes to a diverse customer base.
  • High School Diploma required; bachelor’s degree preferred.
  • Drive. Discipline. Confidence. Focus. Commitment.

Nice To Haves

  • Prior annuity products sales experience strongly preferred.
  • Proven ability to execute and deliver against territory/account growth.
  • Proven ability to implement and advance Advisor segmentation growth.
  • Proven success in building and fostering relationships.
  • FINRA Series 6 license required within 6 months of hire date

Responsibilities

  • Work with RVP to create call lists and prospecting initiatives.
  • Assist producers with illustrations, NIGO paperwork, process questions, etc.
  • Build a call schedule of minimum 2-4 week out.
  • Conduct lead generation and referral calls.
  • Conduct thank you, pending business, illustration and follow up calls.
  • Create sales ideas and marketing strategies, both individual and as part of the team.
  • Effective territory management through follow up calls.
  • Identify prospective producers.
  • Initiate outbound sales telephone calls to clients and prospective clients to position, promote and sell Athene products and to communicate company updates.
  • Utilize knowledge of company products to develop business through prospecting in the territory and acquiring new producers.
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