What are the responsibilities and job description for the Internal Wholesaler, Bank Channel position at Athene Employee Services, LLC?
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 position will be part of the Bank Channel working through proactive & direct phone contact with Financial Advisors to consult on Athene annuity products, services and resources.Accountabilities:
- Work with RVP to create call lists and prospecting initiatives.
Assist producers with illustrations, NIGO paperwork, process questions, etc.
- Build a call schedule of minimum 2-4 week out.
- Conduct lead generation and referral calls.
- Conduct thank you, pending business, illustration and follow up calls.
- Create sales ideas and marketing strategies, both individual and as part of the team.
- Effective territory management through follow up calls.
- Identify prospective producers.
- Initiate outbound sales telephone calls to clients and prospective clients to position, promote and sell Athene products and to communicate company updates.
- Utilize knowledge of company products to develop business through prospecting in the territory and acquiring new producers.
Qualifications and Experience:
- Must have Series 6.
- 2 plus years' financial services industry sales experience.
- Prior annuity products sales experience strongly preferred.
- Proven ability to execute and deliver against territory/account growth.
- Proven ability to implement and advance Advisor segmentation growth.
- Proven success in building and fostering relationships.
- State Insurance license required.
- Must be able communicate effectively using verbal and written methods, while explaining products, tools, concepts and processes to a diverse customer base.
- High School Diploma required; Bachelor’s Degree preferred.
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.
