Athene · 1 day ago
New Business Hybrid Representative
West Des Moines, Iowa
Full-time
Hybrid
Entry Level
1+ years expAthene Annuity and Life Company is seeking New Business Hybrid Representatives to join their team. This role involves providing customer service related to funding, suitability, policy issuance, and handling inbound calls regarding new business inquiries. The position offers extensive training and opportunities for incentives.
FinanceFinancial ServicesInsuranceRetirement
Responsibilities
Receives and processes requests from agents, policy owners, and third parties via incoming calls
Ensures and documents the appropriate response to each question, which can range from the simple to moderately complex
Formulates correspondence through various communication channels and takes initiative to be a solution seeker
Follow established procedures for processing annuity applications or annuity rollovers
Evaluates incoming documents for validity and completeness, establishing application data on Athene systems and ensuring appropriate signatures have been received
Issues policies in the administration system and establish how funding should be set up on each policy
Monitor applications for compliance with state regulations, validating that state required forms are submitted
Identifying suitability or AML red flags
Communicates with the agent contacts and sales staff to gather outstanding requirements
Processes receipts and cash items into the appropriate systems
Provides prompt, courteous and accurate customer service related to: funding, suitability, regulatory issues, policy issuance, policy requirements, illustrations, and customer correspondence
Participates as a team member in problem resolution and projects supporting continuous process improvement
Follows up on outstanding information and requesting return of outstanding requirements
Qualification
Required
High school diploma or equivalent required; college degree preferred. Military experience will be considered in lieu of formal degree
1+ years' work experience required; experience in financial services or annuities preferred
Ability to multi-task and navigate multiple administrative systems required
Strong interpersonal skills, including professional communications required
Ability to optimally handle call volumes and meet attendance and punctuality standards
Effective verbal and written communications, with proven success explaining concepts and processes to a diverse customer base
Ability to learn and retain a large amount of detailed information within a short period of time
Preferred
Experience in financial services or annuities preferred
Knowledge of annuity and financial services regulations preferred
Benefits
Great benefits
Quarterly and annual incentives
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
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2025-11-04
Company data provided by crunchbase