Internal Wholesaler, IBD

Athene
United States
Workplace: OnsiteFull timeFunction: Business Development & PartnershipsExperience: 1+ yearsEducation: bachelorsSkills: ["Communication","Presentation","Relationship-building","Critical thinking","Adaptability"]

Support Athene’s IBD distribution channel by partnering with Regional Vice Presidents to grow advisor relationships and drive annuity sales. Make proactive outbound calls, provide consultative product expertise and illustrations, and manage territory plans. Coordinate advisor engagement activities (webinars, calls, marketing) while maintaining accurate CRM records. Use data, digital tools, and AI-enabled resources to improve productivity and territory performance while meeting regulatory and compliance standards.

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Athene
Athene
20 hours ago

Internal Wholesaler, IBD

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Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Support Athene’s IBD distribution channel by partnering with Regional Vice Presidents to grow advisor relationships and drive annuity sales. Make proactive outbound calls, provide consultative product expertise and illustrations, and manage territory plans. Coordinate advisor engagement activities (webinars, calls, marketing) while maintaining accurate CRM records. Use data, digital tools, and AI-enabled resources to improve productivity and territory performance while meeting regulatory and compliance standards.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Business Development & Partnerships
Seniority: Mid level

Key Responsibilities

  • •Partner with the Regional Vice President to develop and execute territory business plans that strengthen advisor relationships and increase annuity sales.
  • •Conduct proactive outbound sales calls, prospect for new financial advisors, and provide consultative product support throughout the sales cycle.
  • •Build trusted relationships with advisors and broker-dealer partners by delivering responsive service, product education, and retirement income solutions.
  • •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.

Key Requirements

  • •1+ years of relevant experience in financial services sales, internal wholesaling, business development, or related fields; annuity sales experience strongly preferred.
  • •Strong understanding of annuity products, advisor relationship management, consultative selling, and territory management.
  • •Demonstrated 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 is preferred.
  • •Proficiency with Microsoft Office; experience with CRM systems and annuity illustration software preferred; a bachelor’s degree (or equivalent) is preferred.
Experience:1+ yearsFinancial services
Education:Bachelor's
Skills:CommunicationPresentationRelationship-buildingCritical thinkingAdaptability
Licenses:FINRA Series 6
Certifications:FINRA Series 6
Tech Stack:Microsoft OfficeCRM systemsAnnuity illustration softwareAI-enabled resources

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