- Develop territory business plans with your RVP partner to boost overall sales through regular interactions with assigned Financial Advisors.
- Initiate outbound calls to current/prospective clients for product positioning/promotion/sales updates. Identify new producers/vendors via lead generation/referral calls. Thank/Follow-up/Pending illustration calls conducted daily. /schedule/run conference/webinars/Go-To-Meetings/campaigns per assigned territory. Maintain effective Territory Management thru RVP communication (daily follow-up call lists + accurate CRM entries). Know firm-office-FI profiles during RVP visits.
- Problem resolution & exception requests addressed promptly; Establish superior relationships/services support while promoting Athene features/benefits
- College degree preferred but not required; li>
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Internal Wholesaler - Conshohocken - Athene Holding
3 days ago
Description
Internal Wholesaler Role at Athene Holding
We drive innovation and excellence in financial services. As a motivated individual who thrives on challenge, you will find that we offer more than the basics to create an inclusive work environment.
This Internal Wholesaler role involves educating Financial Advisors about Athene annuity products and resources through proactive phone contact. You will partner with the Regional Vice President to generate sales by prospecting, profiling, and relationship-building over the phone.
Key Responsibilities:
Qualifications & Experience Requirements:
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Internal Wholesaler
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Internal Wholesaler IMO Channel
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