Internal Wholesaler

2 weeks ago

West Des Moines, United States Athene Full time

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 phoneAccountabilities: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: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 and must acquire Series 6 within 6 months.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.

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