We are driven to do more. More for our customers and the financial professionals who offer our products. If you are driven to do more and love the challenge of pursuing more, Athene is your kind of company. You will find we offer more than the basics to create an inclusive and dynamic work environment at our various locations.
Purpose:
Accountabilities:
Develop and execute a strategic territory business plan that drives sales growth, expands advisor relationships, and achieves business objectives across the IMO channel.
Build, maintain, and deepen relationships with Independent Marketing Organizations, financial advisors, and key distribution partners while identifying new business opportunities.
Deliver impactful product education, sales training, seminars, and consultative solutions that position Athene's Fixed Indexed Annuity (FIA) and Registered Indexed Linked Annuity (RILA) products for success.
Partner closely with Internal Wholesalers and cross-functional teams to execute territory strategies, optimize resource deployment, and provide exceptional advisor support.
Manage territory performance, business development initiatives, travel, and expense budgets while maintaining compliance with FINRA, SEC, Department of Insurance, and Athene policies.
Leverage market insights, data, digital tools, and AI-enabled resources to identify opportunities, strengthen advisor engagement, improve sales effectiveness, and continuously enhance the customer experience.
Qualifications and Experience:
10+ years of relevant experience wholesaling Fixed Indexed Annuities and/or Registered Indexed Linked Annuities within the Independent Marketing Organization (IMO) or Independent Broker Dealer (IBD) distribution channels, or relevant experience.
Proven track record of growing a sales territory, developing strategic advisor relationships, achieving sales goals, and influencing business outcomes through consultative selling and business development.
Strong knowledge of the annuity marketplace, territory management, advisor practices, and the financial services industry with demonstrated presentation, negotiation, communication, and relationship management skills.
Ability to think strategically, adapt quickly in a dynamic environment, leverage AI and technology appropriately to improve productivity, and demonstrate innovation, critical thinking, and a bias for action.
Active FINRA Series 6 and Life & Health licenses required. FINRA Series 7 and Series 63 licenses preferred. RICP designation required within 12 months of employment.
Bachelor's degree or equivalent combination of education and relevant professional experience.
Travel: Approximately 75% travel required.
$62,412.80 - $93,619.20 USD Annual
Annual Salary for this role is market competitive. Actual salary for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Depending on the role, a discretionary bonus plan or variable sales incentive may be included.
Drive. Discipline. Confidence. Focus. Commitment. Learn more about working at Athene.
Athene is a Military Friendly Employer! Learn more about how we support our Veterans.
Athene is committed to inclusion and is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, veteran status or any other status protected by federal, state or local law.
Requires 10+ years of annuity wholesaling or relevant experience, bachelor's degree or equivalent, Series 6 and Life & Health licenses, and RICP within 12 months; Series 7 and 63 preferred.
Key Responsibilities
- developing territory plans
- building advisor relationships
- delivering sales training
Skills & Tools
AI
Job Details
- Category: Sales
- Seniority: Senior Level
- Commitment: Full Time
- Workplace: Remote — Iowa, United States
- Salary: USD 62,412 – 93,619 / year
- Languages: English
About Athene
A financial services company providing retirement income products and supporting financial professionals. — Industry: Finance