Internal Wholesaler IBD

atheneΒ· Athene Employee Services, LLC
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πŸ“ Conshohocken, PennsylvaniaFull timeπŸ’° USD 56K–84K
Full timeAthene Employee Services, LLC

About this role

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 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!


Accountabilities:

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


Qualifications and Experience:

  • College degree preferred, but not required.

  • 1+ years financial services industry sales experience required; with prior an annuity products sales experience strongly preferred.

  • State Insurance license required and must acquire Series 6 within 12 months of hire.

  • 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.


$56,160.00 - $84,240.00 USD Annual


Annual Salary for this role is market competitive.Β  Actual salary for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Β Depending on the role, a discretionary bonus plan or variable sales incentive may be included.

Drive. Discipline. Confidence. Focus. Commitment.Β  Learn more about working at Athene.

Athene is a Military Friendly Employer!Β  Learn more about how we support our Veterans.

Athene is committed to inclusion and is proud to be an Equal Opportunity Employer.Β  We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, veteran status or any other status protected by federal, state or local law.

Frequently Asked Questions

What is the salary for the Internal Wholesaler IBD role at athene?
The listed salary for this Internal Wholesaler IBD position at athene is USD 56K–84K. This is an Full time role.
Where is the Internal Wholesaler IBD position at athene located?
This Internal Wholesaler IBD role at athene is based in Conshohocken, Pennsylvania. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Internal Wholesaler IBD role at athene full-time or part-time?
This is listed as a Full time position. It is posted as a Internal Wholesaler IBD role in the Athene Employee Services, LLC department at athene.
Which team or department does the Internal Wholesaler IBD at athene belong to?
This Internal Wholesaler IBD position is part of the Athene Employee Services, LLC department at athene. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Internal Wholesaler IBD position at athene?
Click the "Apply Now" button on this page. You will be redirected to athene's official application portal hosted on workday where you can submit your application directly.
Internal Wholesaler IBD
athene Β· πŸ’° USD 56K–84K
Apply for this role β†—

You'll be redirected to athene's official application page on Workday.