Internal Sales Specialist

Athene
United States
Workplace: OnsiteFull timeFunction: SalesExperience: 1+ yearsEducation: bachelorsSkills: ["Communication","Organization","Problem-solving","Adaptability","Customer-focused mindset"]

Serve as a trusted phone support resource for financial professionals, providing product expertise, sales support, and responsive service that helps grow Athene’s annuity business. Generate annuity product illustrations, fulfill marketing requests, and educate advisors on products and sales solutions. Partner with internal wholesalers and service liaisons to resolve issues, identify opportunities, and ensure timely follow-up using CRM and digital/AI-enabled tools.

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Athene
Athene
3 days ago

Internal Sales Specialist

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Serve as a trusted phone support resource for financial professionals, providing product expertise, sales support, and responsive service that helps grow Athene’s annuity business. Generate annuity product illustrations, fulfill marketing requests, and educate advisors on products and sales solutions. Partner with internal wholesalers and service liaisons to resolve issues, identify opportunities, and ensure timely follow-up using CRM and digital/AI-enabled tools.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Entry level

Key Responsibilities

  • •Provide exceptional phone support to financial professionals with product, sales, and service inquiries to ensure a high-quality customer experience.
  • •Generate accurate annuity product illustrations, fulfill marketing material requests, and support advisors with product education and sales solutions.
  • •Partner with Internal Wholesalers, Service Liaisons, and business partners to resolve service issues and identify sales opportunities.
  • •Maintain strong knowledge of Athene products, industry trends, and technology tools while leveraging CRM and AI-enabled/digital tools to improve efficiency.
  • •Demonstrate adaptability, critical thinking, continuous learning, and a bias for action to support a collaborative sales culture.

Key Requirements

  • •1+ years of financial services sales experience or relevant professional experience (preferred).
  • •Strong verbal and written communication skills to explain financial products and concepts and build trusted advisor relationships.
  • •Experience using Microsoft Office; familiarity with annuity illustration software, CRM platforms, and AI-enabled productivity tools preferred.
  • •Demonstrated organization, problem-solving, adaptability, and a customer-focused mindset in a fast-paced environment.
  • •Progress toward or completion of industry education or certifications (such as LIMRA or LOMA), and a bachelor’s degree preferred (equivalent work/military experience considered).
Experience:1+ yearsFinancial services
Education:Bachelor's
Skills:CommunicationOrganizationProblem-solvingAdaptabilityCustomer-focused mindset
Certifications:LIMRALOMA
Tech Stack:Microsoft OfficeCRMAI-enabled resourcesDigital toolsAnnuity 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
WebsiteLinkedIn