Internal Wholesaler, IBD Job at Athene Holding, Conshohocken, PA

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  • Athene Holding
  • Conshohocken, PA

Job Description

Internal Wholesaler

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.

Accountabilities:

  • 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.

Qualifications and Experience:

  • FINRA Series 6 license required within the first year of hire date.
  • Minimum 4 years of successful sales experience in the financial services industry.
  • Strong preference for annuity product sales experience.
  • State insurance license required.
  • Excellent verbal and written communication skills.
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint); 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.
  • Self-starter with the ability to thrive in a fast-paced, dynamic environment.

$56,160.00 - $84,240.00 USD Annual

Annual salary for this role is market competitive. 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. Depending on the role, a discretionary bonus plan or variable sales incentive may be included.

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

Athene is committed to inclusion and is 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 Holding

Job Tags

Work experience placement, Work at office, Local area

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