Internal Wholesaler- Structured Settlements

Athene
Iowa
Full timeFunction: Solutions Engineering & Sales EngineeringExperience: 4+ yearsEducation: bachelorsSkills: ["Communication","Relationship building","Influencing","Critical thinking","Adaptability","Bias for action","Ownership","Learn quickly"]

Drive structured settlement sales by proactively engaging assigned agents and building trusted relationships. Partner closely with a Relationship Manager and Sales Manager to develop territory strategy, generate proposals, and execute outreach campaigns from prospecting and quoting through ongoing relationship development. Use agent and campaign insights, plus technology and AI-enabled tools, to prioritize opportunities and increase utilization of Athene annuity solutions in a fast-moving, growth-focused environment.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Athene
Athene
1 day ago

Internal Wholesaler- Structured Settlements

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live

Job Summary

Drive structured settlement sales by proactively engaging assigned agents and building trusted relationships. Partner closely with a Relationship Manager and Sales Manager to develop territory strategy, generate proposals, and execute outreach campaigns from prospecting and quoting through ongoing relationship development. Use agent and campaign insights, plus technology and AI-enabled tools, to prioritize opportunities and increase utilization of Athene annuity solutions in a fast-moving, growth-focused environment.
Location: Iowa
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Partner with the Sales Manager to develop and execute a territory business plan that generates opportunities and drives structured settlement sales.
  • •Prospect, profile, and proactively engage assigned structured settlement agents using consistent outreach, call campaigns, and timely lead follow-up.
  • •Work with pricing and sales team members to generate proposals that result in profitable top-line sales.
  • •Coordinate with legal and operations to promote timely, effective communication with appointed agents.
  • •Plan and execute agent engagement activities (conference calls, webinars, virtual meetings, and email campaigns) and use insights to prioritize opportunities and improve outreach.

Key Requirements

  • •4+ years of financial services sales experience, including prospecting, relationship development, and driving sales results (or relevant experience).
  • •Annuity product sales experience strongly preferred, with structured settlement experience a plus.
  • •Ability to understand and communicate product, service, and regulatory information effectively.
  • •Excellent written and verbal communication skills with proven relationship-building and influence.
  • •Life license required (or must obtain within six months) and continuing education such as LIMRA/LOMA or progress toward CLU/RICP/ChFC is preferred.
Experience:4+ yearsFinancial servicesAnnuity productsStructured settlements
Education:Bachelor's
Skills:CommunicationRelationship buildingInfluencingCritical thinkingAdaptabilityBias for actionOwnershipLearn quickly
Licenses:Life insurance license
Tech Stack:ExcelAI-enabled tools

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