Internal Wholesaler IBD

Purpose

The Sr. Internal Wholesaler in the Independent Broker Dealer channel 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!

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

• College degree preferred, but not required.
• 5+ years financial services industry sales experience required; with prior annuity products sales experience strongly preferred.
• State Insurance license required and must acquire Series 6 within 12 months.
• 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. Drive. Discipline. Confidence. Focus. Commitment.

We are committed to inclusion and are proud to be an Equal Opportunity Employer. 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. Athene is a Military Friendly Employer, and we support our Veterans.