Athene · 1 day ago
Sr Internal Wholesaler - Defined Contribution
Conshohocken, PA
Full-time
Onsite
Mid, Senior Level
$11K/yr - $160K/yr
4+ years expAthene is a company committed to creating an inclusive and dynamic work environment. The Sr Internal Wholesaler will play a pivotal role in supporting Vitera’s defined contribution efforts, focusing on proactive support and education for retirement advisors while collaborating with Apollo’s Private Markets team.
FinanceFinancial ServicesInsuranceRetirement
Responsibilities
Serve as a key point of contact for recordkeeping partners, providing proactive support across platforms offering Vitera solutions
Conduct video and phone-based outreach to retirement advisors, consultants, and sales teams to promote education and drive engagement
Uncover leads, schedule meetings, and assist in managing sales opportunities and pipeline activity
Partner with external sales to support strategic growth in defined contribution plans
Deliver clear and technical product education on Vitera’s offerings and the broader DC landscape
Manage territory data using Salesforce or other CRM systems, ensuring up-to-date tracking and reporting
Support webinars, virtual campaigns, and events to elevate Vitera’s brand and value proposition
Uphold compliance and operational standards, including licensing, documentation, and control protocols
Qualification
Required
4+ years of financial services experience, ideally in DCIO, annuities, or defined contribution
Series 6 or 7 and state insurance license (or willingness to obtain within 6 months)
Demonstrated success in sales support, internal wholesaling, or advisor relationship roles
Excellent communication skills with the ability to explain complex solutions clearly
Strong organizational and CRM proficiency (Salesforce preferred)
Self-starter with a team-oriented mindset and the ability to operate in a fast-paced, evolving environment
Benefits
Discretionary bonus plan
Variable sales incentive
Company
Athene
Athene Holding is a life insurance company that provides retirement savings products for individuals and institutions.
1001-5000 employees
H1B Sponsorship
Athene has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (17)
2024 (28)
2023 (24)
2022 (22)
2021 (22)
2020 (14)
Funding
Current Stage
Public CompanyTotal Funding
$4.43B2025-06-24Post Ipo Debt· $600M
2025-05-14Post Ipo Debt· $1B
2024-10-07Post Ipo Debt· $600M
Leadership Team
Martin P. Klein
Executive VP & CFO
Mike Downing
Executive Vice President, Chief Operating Officer, Athene Holding Ltd.
Recent News
The Motley Fool
2025-11-07
Apollo Global Management, Inc.
2025-11-04
Company data provided by crunchbase