Athene · 1 day ago
Internal Wholesaler, IBD
United States
Full-time
Remote
Mid Level
4+ years expAthene is a company dedicated to providing exceptional service and products to its customers and financial professionals. The Internal Wholesaler will educate Financial Advisors on Athene's annuity products and services, generating sales through proactive phone contact and partnership with the Regional Vice President. This role focuses on territory business planning, sales calls, and relationship-building to enhance sales performance.
FinanceFinancial ServicesInsuranceRetirement
Responsibilities
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
Qualification
Required
4+ years financial services industry sales experience required
State Insurance license required and must acquire Series 6 within 6 months
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
Preferred
College degree preferred, but not required
Prior annuity products sales experience strongly preferred
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
Company
Athene
Athene Holding is a life insurance company that provides retirement savings products for individuals and institutions.
1001-5000 employees
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 CompanyTotal Funding
$4.43B2025-06-24Post Ipo Debt· $600M
2025-05-14Post Ipo Debt· $1B
2024-10-07Post Ipo Debt· $600M
Leadership Team
Martin P. Klein
Executive VP & CFO
Mike Downing
Executive Vice President, Chief Operating Officer, Athene Holding Ltd.
Recent News
The Motley Fool
2025-11-07
Apollo Global Management, Inc.
2025-11-04
Company data provided by crunchbase