We are Athene. At Athene, we are driven to do more. We are a leading retirement services company that issues, reinsures and acquires retirement savings products designed for the increasing number of individuals and institutions seeking to fund retirement needs. We see every day as a new opportunity to measure ourselves against the best - and then we don't stop until we've set the bar even higher. We're ready to help you achieve more.
Purpose:
The 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!Accountabilities:
Develop and implement territory business plan with RVP partner to increase overall sales through frequent touch points with assigned IBD 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:
Series 6 required.
College degree preferred, but not required.
4+ years financial services industry sales experience required; with prior an annuity products sales experience strongly preferred.
State Insurance license required.
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. Learn more about working at Athene.
Athene is a Military Friendly Employer! Learn more about how we support our Veterans.
Athene celebrates diversity, 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.
