Internal Wholesaler IMO
| Company | Athene |
|---|---|
| Location | West Des Moines, IA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level, Senior |
Requirements
- Must have FINRA Licensing (Series 6)
- 4+ years successful financial services industry sales experience
- State insurance license required
- Excellent written and verbal communication skills
- Ability to navigate computer systems with minimal experience required (Word, Excel, PowerPoint, etc.)
Responsibilities
- Partners with Relationship Manager in assigned territory to generate and increase sales in assigned territory by prospecting, profiling and relationship building
- Responsible for frequent touch points/contacts with assigned IMOs/Principals/Marketers/Agents
- Schedules, coordinates and runs conference calls, webinars, Go-To-Meetings and campaigns in assigned territory
- Completes regularly assigned proactive call campaigns in conjunction with both Sales and Marketing
- Consults on products, services, resources, compensation and regulations with assigned agents and accounts
- Creates, executes and follows up on blast email campaigns
- Develops and executes territory business plan with RM partner
- Follows up on all leads
- Hands off service issues and exception requests to Service Liaison
- Increases Agent sales and awareness of Athene Annuity products through proactive call campaigns
Preferred Qualifications
- Annuity products sales experience strongly preferred
- Experience with annuity illustration software systems preferred
- Successful completion of Industry Continuing Education (such as LIMRA / LOMA) courses or currently working towards an advanced industry designation such as CLU, RICP or ChFC preferred
- Bachelor’s Degree preferred