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Internal Sales Representative, Bank Channel
2 months ago
We are Athene, a leading retirement services company driven to deliver exceptional results. Our team is dedicated to helping individuals and institutions achieve their retirement goals.
Job Summary:
The Internal Sales Representative, Bank Channel will be part of our Bank Channel team, working closely with Financial Advisors to consult on Athene annuity products and services. This role requires a proactive and direct approach to phone contact, with a focus on building strong relationships and driving sales growth.
Key Responsibilities:
- Work with Regional Vice Presidents to create call lists and prospecting initiatives.
- Assist producers with illustrations, NIGO paperwork, and process questions.
- Build a call schedule with a minimum of 2-4 weeks' notice.
- Conduct lead generation and referral calls.
- Make thank you, pending business, illustration, and follow-up calls.
- Develop sales ideas and marketing strategies, both individually and as part of the team.
- Effectively manage territories through follow-up calls.
- Identify prospective producers.
- Initiate outbound sales telephone calls to clients and prospective clients to position, promote, and sell Athene products.
- Utilize knowledge of company products to develop business through prospecting in the territory and acquiring new producers.
Requirements and Qualifications:
- Must have Series 6.
- At least 2 years of experience in financial services industry sales.
- Prior annuity products sales experience is 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.
- Ability to communicate effectively using verbal and written methods, explaining products, tools, concepts, and processes to a diverse customer base.
- High School Diploma required; Bachelor's Degree preferred.
Athene is a Military Friendly Employer and celebrates diversity, 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.
