Internal Wholesaler, IMO

Athene
Iowa
Workplace: OnsiteFull timeFunction: Healthcare (Clinical, Medical, Wellness)Experience: 1+ yearsSkills: ["Consultative selling","Communication","Presentation","Relationship-building","Critical thinking","Adaptability","Collaboration"]

Drive annuity sales growth for Athene’s IMO channel by partnering with Relationship Managers and building strong relationships with IMOs, principals, marketers, and agents. Use proactive outbound calling, prospecting, lead follow-up, and targeted campaigns (webinars, conference calls, email, and virtual outreach) to identify opportunities and expand Athene’s presence across assigned territories. Provide consultative guidance on annuity products and regulatory guidelines using sales tools and technology.

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Athene
Athene
1 day ago

Internal Wholesaler, IMO

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Last checked: 15 hours agoStatus: Live

Job Summary

Drive annuity sales growth for Athene’s IMO channel by partnering with Relationship Managers and building strong relationships with IMOs, principals, marketers, and agents. Use proactive outbound calling, prospecting, lead follow-up, and targeted campaigns (webinars, conference calls, email, and virtual outreach) to identify opportunities and expand Athene’s presence across assigned territories. Provide consultative guidance on annuity products and regulatory guidelines using sales tools and technology.
Location: Iowa
Workplace: Onsite
Employment Type: Full time
Job Function: Healthcare (Clinical, Medical, Wellness)
Seniority: Entry level

Key Responsibilities

  • •Partner with Relationship Managers to drive annuity sales growth across assigned territories through proactive outbound calling, prospecting, producer profiling, lead follow-up, and relationship development.
  • •Build and maintain relationships with assigned IMOs, principals, marketers, and agents to identify opportunities and increase engagement with Athene solutions.
  • •Provide consultative product knowledge on Athene annuity products, services, compensation structures, and applicable regulatory guidelines.
  • •Develop and execute targeted sales campaigns, including webinars, conference calls, email outreach, and virtual campaigns in partnership with Sales and Marketing.
  • •Use sales insights, technology, and tools to strengthen prospecting, personalize outreach, identify opportunities, and improve campaign effectiveness while following policies.

Key Requirements

  • •1+ years of relevant experience in financial services sales, internal wholesaling, business development, or annuity sales.
  • •Strong understanding of annuity products, consultative selling, advisor relationship management, and territory management.
  • •Excellent communication, presentation, and relationship-building skills.
  • •Ability to think critically, adapt in a fast-paced environment, and leverage AI and technology to improve productivity.
  • •FINRA Series 6 license required within 12 months of hire (progress toward industry designations preferred).
Experience:1+ yearsFinancial servicesAnnuities
Skills:Consultative sellingCommunicationPresentationRelationship-buildingCritical thinkingAdaptabilityCollaboration
Licenses:FINRA Series 6
Tech Stack:Microsoft OfficeCRM systemsAnnuity illustration softwareAI

Company Brief

Athene
Provides retirement services and retirement solutions including fixed and indexed annuities, reinsurance, and institutional products to help individuals and institutions manage retirement risks and savings.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Growth: Established Company
Headquarters: Hamilton, Bermuda
Founded: 2009
WebsiteLinkedIn