4 days ago

Internal Wholesaler, IBD

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 16 hours agoStatus: Live

Job Summary

Partner with Regional Vice Presidents to develop territory business plans that grow advisor relationships and increase annuity sales within the Independent Broker Dealer (IBD) channel. Make proactive outbound sales calls, provide consultative product support and illustrations throughout the sales cycle, and coordinate advisor engagement activities like webinars and marketing campaigns. Maintain accurate CRM documentation, resolve operational issues with internal teams, and use data, digital tools, and AI-enabled resources while meeting regulatory and compliance standards.

Location: United States

Employment Type: Full time

Job Function: Business Development & Partnerships

Seniority: Entry level

Key Responsibilities

•Partner with the Regional Vice President to develop and execute territory business plans that strengthen advisor relationships and drive territory growth.
•Conduct proactive outbound sales calls to prospect for new financial advisors and provide consultative product support, illustrations, and follow-up.
•Build trusted relationships with advisors and broker-dealer partners by delivering responsive service and retirement income solutions tailored to business needs.
•Coordinate webinars, conference calls, marketing campaigns, and advisor engagement activities while maintaining accurate CRM documentation and territory management.
•Collaborate with internal business partners to resolve operational issues, support marketing initiatives, and improve the advisor experience while maintaining regulatory and compliance standards.

Key Requirements

•1+ years of relevant experience in financial services sales, internal wholesaling, or business development; annuity sales experience strongly preferred.
•Strong understanding of annuity products, advisor relationship management, consultative selling, and territory management with excellent communication 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; industry designations (e.g., LIMRA, LOMA, CLU, ChFC, RICP) preferred.
•Proficiency with Microsoft Office; experience with CRM systems and annuity illustration software preferred.

Experience:1+ yearsFinancial servicesAnnuity salesBroker-dealerInternal wholesaling

Education:Bachelor's

Skills:CommunicationPresentationRelationship-buildingCritical thinkingAdaptabilityCollaboration

Licenses:FINRA Series 6

Tech Stack:Microsoft OfficeCRMAI-enabled resourcesAnnuity illustration software

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

Website LinkedIn

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Athene

4 days ago

Internal Wholesaler, IBD

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 16 hours agoStatus: Live

Job Summary

Location: United States

Employment Type: Full time

Job Function: Business Development & Partnerships

Seniority: Entry level

Key Responsibilities

•Partner with the Regional Vice President to develop and execute territory business plans that strengthen advisor relationships and drive territory growth.
•Conduct proactive outbound sales calls to prospect for new financial advisors and provide consultative product support, illustrations, and follow-up.
•Build trusted relationships with advisors and broker-dealer partners by delivering responsive service and retirement income solutions tailored to business needs.
•Coordinate webinars, conference calls, marketing campaigns, and advisor engagement activities while maintaining accurate CRM documentation and territory management.
•Collaborate with internal business partners to resolve operational issues, support marketing initiatives, and improve the advisor experience while maintaining regulatory and compliance standards.

Key Requirements

•1+ years of relevant experience in financial services sales, internal wholesaling, or business development; annuity sales experience strongly preferred.
•Strong understanding of annuity products, advisor relationship management, consultative selling, and territory management with excellent communication 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; industry designations (e.g., LIMRA, LOMA, CLU, ChFC, RICP) preferred.
•Proficiency with Microsoft Office; experience with CRM systems and annuity illustration software preferred.

Experience:1+ yearsFinancial servicesAnnuity salesBroker-dealerInternal wholesaling

Education:Bachelor's

Skills:CommunicationPresentationRelationship-buildingCritical thinkingAdaptabilityCollaboration

Licenses:FINRA Series 6

Tech Stack:Microsoft OfficeCRMAI-enabled resourcesAnnuity illustration software

Company Brief

Athene

Industry: Insurance

Company Size: Enterprise (1,001+ employees)

Growth: Established Company

Headquarters: Hamilton, Bermuda

Founded: 2009

Website LinkedIn