Sr Internal Wholesaler - Defined Contribution jobs in United States
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Athene · 1 month ago

Sr Internal Wholesaler - Defined Contribution

positionConshohocken, Pennsylvania
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$11K/yr - $160K/yr
date4+ years exp

Athene is a company focused on redefining how Americans convert retirement savings into income. The Internal Sales Associate will support Vitera’s defined contribution efforts, engage with retirement advisors, and manage sales opportunities while collaborating with Apollo’s Private Markets team.

FinanceFinancial ServicesInsuranceRetirement
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H1B Sponsor Likelynote

Responsibilities

Serve as a key point of contact for recordkeeping partners, providing proactive support across platforms offering Vitera solutions
Conduct video and phone-based outreach to retirement advisors, consultants, and sales teams to promote education and drive engagement
Uncover leads, schedule meetings, and assist in managing sales opportunities and pipeline activity
Partner with external sales to support strategic growth in defined contribution plans
Deliver clear and technical product education on Vitera’s offerings and the broader DC landscape
Manage territory data using Salesforce or other CRM systems, ensuring up-to-date tracking and reporting
Support webinars, virtual campaigns, and events to elevate Vitera’s brand and value proposition
Uphold compliance and operational standards, including licensing, documentation, and control protocols

Qualification

Financial services experienceSeries 67 licenseSalesforce proficiencyInternal wholesaling experienceAdvisor relationship skillsCommunicationOrganizational skillsTeam-oriented mindsetSelf-starter

Required

4+ years of financial services experience, ideally in DCIO, annuities, or defined contribution
Series 6 or 7 and state insurance license (or willingness to obtain within 6 months)
Demonstrated success in sales support, internal wholesaling, or advisor relationship roles
Excellent communication skills with the ability to explain complex solutions clearly
Strong organizational and CRM proficiency (Salesforce preferred)
Self-starter with a team-oriented mindset and the ability to operate in a fast-paced, evolving environment

Benefits

Depending on the role, a discretionary bonus plan or variable sales incentive may be included.

Company

Athene

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Athene Holding is a life insurance company that provides retirement savings products for individuals and institutions.
dateFounded in 2009
location
West Des Moines, Iowa, USA
people-size1001-5000 employees
web-link
https://www.athene.com/

H1B Sponsorship

Athene has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (17)
2024 (28)
2023 (24)
2022 (22)
2021 (22)
2020 (14)

Funding

Current Stage
Public Company
Total Funding
$4.43B
2025-06-24Post Ipo Debt· $600M
2025-05-14Post Ipo Debt· $1B
2024-10-07Post Ipo Debt· $600M

Leadership Team

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Martin P. Klein
Executive VP & CFO
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Mike Downing
Executive Vice President, Chief Operating Officer, Athene Holding Ltd.
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Recent News

GlobeNewswire
Annexus and Athene Announce Major Index Portfolio Enhancements to BCA 2.0 Suite of Fixed Indexed Annuities
2025-12-16
The Motley Fool
Why Apollo Global Is Soaring This Week
2025-11-07
Apollo Global Management, Inc.
Apollo Reports Third Quarter 2025 Results
2025-11-04
Company data provided by crunchbase