Internal Wholesaler IBD

Internal Wholesaler In The Independent Broker Dealer Channel

The Internal Wholesaler in the Independent Broker Dealer channel will educate Financial Advisors on Athene annuity products, services, and resources via proactive & direct phone contact. This role will partner with the Regional Vice President (RVP) in assigned region to generate sales by prospecting, profiling, and relationship-building over the phone!

Accountabilities :

• Develop and implement territory business plan with RVP partner to increase overall sales through frequent touch points with assigned IBD Financial Advisors.
• Initiates outbound sales calls to current and prospective clients to position, promote, and sell Athene products and communicate company updates.
• Prospect in the territory and acquire new producers, as well as conduct lead generation and referral calls to develop business.
• Conduct thank you, pending business, illustration, and follow-up calls.
• Schedule / coordinate / run conference calls / webinars / Go-To-Meetings / campaigns in assigned territory.
• Collectively create sales ideas and marketing strategies; share with teams.
• Assist producers with illustration questions; NIGO paperwork process.
• Maintain effective Territory Management through daily communication with RVP, including creation of follow-up call lists after meetings and accurate and timely completion of CRM entries.
• Know the characteristics of each firm / office / FI which the RVP visits.
• Facilitate problem resolution and exception requests.
• Establish effective relationships, providing superior sales / service support and education on Athene product features and benefits.
• Increase sales and cultivate key producer / marketer relationships while promoting the Athene value proposition with all producers and marketers.
• Improve product and industry knowledge through various educational opportunities and acquire industry licenses and certifications as needed.

Qualifications and Experience :