Internal Wholesaler, IBD jobs in United States
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Athene · 2 days ago

Internal Wholesaler, IBD

Athene is a company focused on providing more for customers and financial professionals. As an Internal Wholesaler for the IBD channel, you will drive annuity sales through strategic partnerships and proactive outreach, while providing expert product consultation.

FinanceFinancial ServicesInsuranceRetirement
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H1B Sponsor Likelynote

Responsibilities

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 call 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 a 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

Qualification

FINRA Series 6 licenseSales experienceAnnuity product salesState insurance licenseMicrosoft OfficeAnnuity illustration softwareIndustry certificationsCommunication skillsSelf-starter

Required

FINRA Series 6 license required within 6 months of hire date
Minimum 4 years of successful sales experience in the financial services industry
State insurance license required
Excellent verbal and written communication skills
Proficiency in Microsoft Office (Word, Excel, PowerPoint)

Preferred

Strong preference for annuity product sales experience
Experience with annuity illustration software preferred
Completion of or progress toward industry certifications (e.g., LIMRA, LOMA, CLU, RICP, ChFC) preferred
Bachelor's degree preferred

Company

Athene Holding is a life insurance company that provides retirement savings products for individuals and institutions.

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 Company
Total Funding
$4.43B
2025-06-24Post Ipo Debt· $600M
2025-05-14Post Ipo Debt· $1B
2024-10-07Post Ipo Debt· $600M

Leadership Team

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Martin P. Klein
Executive VP & CFO
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Mike Downing
Executive Vice President, Chief Operating Officer, Athene Holding Ltd.
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Company data provided by crunchbase