Internal Wholesaler, IBD
On-siteWest Des Moines, Iowa, United States
Job Summary
Athene Internal Wholesaler for IBD channel drives annuity sales through strategic partnerships with Financial Advisors. Responsibilities include developing territory business plans with the RVP, initiating outbound calls to current and prospective clients, prospecting for new producers, conducting lead generation and referral calls, coordinating conferences and webinars, sharing sales ideas and marketing strategies, assisting producers with illustration questions and paperwork, maintaining CRM and daily communication with the RVP, and fostering producer/marketer relationships while promoting Athene’s value proposition and product features. Requires 1+ years of financial services sales experience, FINRA Series 6 within 12 months, and state insurance license, with strong communication and Microsoft Office proficiency; willingness to pursue industry certifications.
Required Qualifications
- 1+ years of financial services sales experience
- FINRA Series 6 license required within 12 months of hire date
- 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
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