Sr Internal Wholesaler - Defined Contribution

Athene • Conshohocken, PA

5d

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: Vitera is redefining how Americans convert retirement savings into income they can count on for life. Our flagship technology, Lifetime Income Builder, is the first multi-carrier solution that embeds guaranteed income directly into target-date funds—giving participants built-in income, full liquidity, and flexibility as their needs evolve. Vitera is backed by strategic investors including Apollo Global Management and Athene, and works closely with Apollo’s distribution and investment platforms to deliver innovative guaranteed income solutions to the defined contribution market. Over time, this role will also support Apollo’s Private Markets initiatives within the retirement space, deepening integration across investment capabilities. For plan participants: we make guaranteed income simple and flexible so they can spend with confidence. For plan sponsors and partners: we embed smarter retirement income into your existing plan infrastructure—helping you deliver better outcomes at scale. At Vitera, we are bold in vision, integrated in approach, and committed to helping more Americans retire with security and choice. Accountabilities: The Internal Sales Associate will play a pivotal role in supporting Vitera’s defined contribution efforts while also growing into a broader responsibility set that includes collaboration with Apollo’s Private Markets team. This is an ideal position for a motivated, service-oriented sales professional looking to build deep expertise in innovative retirement income and alternative investment solutions.

Requirements

• 4+ years of financial services experience, ideally in DCIO, annuities, or defined contribution.
• Series 6 or 7 and state insurance license (or willingness to obtain within 6 months).
• Demonstrated success in sales support, internal wholesaling, or advisor relationship roles.
• Excellent communication skills with the ability to explain complex solutions clearly.
• Strong organizational and CRM proficiency (Salesforce preferred).
• Self-starter with a team-oriented mindset and the ability to operate in a fast-paced, evolving environment.

Responsibilities

• Serve as a key point of contact for recordkeeping partners, providing proactive support across platforms offering Vitera solutions.
• Conduct video and phone-based outreach to retirement advisors, consultants, and sales teams to promote education and drive engagement.
• Uncover leads, schedule meetings, and assist in managing sales opportunities and pipeline activity.
• Partner with external sales to support strategic growth in defined contribution plans.
• Deliver clear and technical product education on Vitera’s offerings and the broader DC landscape.
• Manage territory data using Salesforce or other CRM systems, ensuring up-to-date tracking and reporting.
• Support webinars, virtual campaigns, and events to elevate Vitera’s brand and value proposition.
• Uphold compliance and operational standards, including licensing, documentation, and control protocols.

What This Job Offers

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