Financial Sales Specialist jobs in United States
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Athene · 8 hours ago

Financial Sales Specialist

Athene is a company driven to do more for its customers and financial professionals. The Internal Sales Specialist provides telephonic sales support to agents and distributors regarding Athene annuity products, assisting with product and sales questions while meeting call volume targets.

FinanceFinancial ServicesInsuranceRetirement
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H1B Sponsor Likelynote

Responsibilities

Handle inbound calls from 800-line, assisting with product and sales questions, while meeting minimum call volume of 40 calls per day
Transfer/funnel calls to appropriate departments, including forwarding leads to Internal Wholesalers
Run product illustrations, meeting or exceeding established turnaround times on all requests, with 100% accuracy
Complete fulfillment requests for marketing materials
Partner with Service Liaison to handle Service Issues/Exception Requests

Qualification

Financial services salesAnnuity products experienceIllustration software systemsWordExcelPowerPointContinuing educationEffective communication

Required

1+ year of prior financial services industry sales experience required
Experience with Word, Excel, PowerPoint, etc. required
Effective verbal and written communications required to explain products, tools, concepts and processes to a diverse customer base

Preferred

Bachelor's degree or equivalent work experience preferred, but not required. Military experience will be considered in lieu of formal degree
Successful completion of Industry Continuing Education (such as LIMRA / LOMA) courses preferred
Experience with annuity products and illustration software systems is strongly preferred

Company

Athene Holding is a life insurance company that provides retirement savings products for individuals and institutions.

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 (11)
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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Company data provided by crunchbase