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Internal Wholesaler, IMO Channel
- Athene (West Des Moines, IA)
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We are driven to do more. More for our customers and the financial professionals who offer our products. If you are driven to do more and love the challenge of pursuing more, Athene is your kind of company. You will find we offer more than the basics to create an inclusive and dynamic work environment at our various locations.
Purpose:
The Internal Wholesaler increases sales through proactive direct contact to agents, marketers and the Independent Marketing Organization (IMO) sales staff.
Accountabilities:
+ Partners with Relationship Manager in assigned territory to generate and increase sales in assigned territory by prospecting, profiling and relationship building.
+ Responsible for frequent touch points/contacts with assigned IMOs/Principals/Marketers/Agents.
+ Schedules, coordinates and runs conference calls, webinars, Go-To-Meetings and campaigns in assigned territory.
+ Completes regularly assigned proactive call campaigns in conjunction with both Sales and Marketing.
+ Consults on products, services, resources, compensation and regulations with assigned agents and accounts.
+ Creates, executes and follows up on blast email campaigns.
+ Develops and executes territory business plan with RM partner.
+ Follows up on all leads.
+ Hands off service issues and exception requests to Service Liaison.
+ Increases Agent sales and awareness of Athene Annuity products through proactive call campaigns.
Qualifications and Experience:
+ Must have FINRA Licensing (Series 6)
+ 4+ years successful financial services industry sales experience.
+ Annuity products sales experience strongly preferred.
+ Excellent written and verbal communication skills.
+ Experience with annuity illustration software systems preferred.
+ State insurance license required.
+ Successful completion of Industry Continuing Education (such as LIMRA / LOMA) courses or currently working towards an advanced industry designation such as CLU, RICP or ChFC preferred.
+ Willingness to embrace challenging assignments and the ability to work well with ambiguity.
+ Ability to navigate computer systems with minimal experience required (Word, Excel, PowerPoint, etc.).
+ Bachelor's Degree preferred.
Drive. Discipline. Confidence. Focus. Commitment. Learn more about working at Athene (https://www.athene.com/about/usa-careers) .
Athene is a Military Friendly Employer! Learn more about how we support our Veterans (https://www.athene.com/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..
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