Internal Wholesaler- Structured Settlements

Athene; West Des Moines (IA); On-site; USD 75,000 - 110,000; Full time

Job summary

Athene is seeking an Internal Wholesaler - Structured Settlements to drive sales growth by engaging structured settlement agents and expanding the use of Athene annuity solutions. You will work closely with the Relationship Manager to shape territory strategy and support agents from prospecting through quoting.

The role requires 4+ years in financial services sales, strong communication, and the ability to navigate pricing, legal and operations for timely proposals.

Qualifications

• 4+ years of financial services sales experience with prospecting and relationship development.
• Annuity product sales experience preferred; structured settlement experience a plus.
• Excellent written and verbal communication; ability to engage customers and influence outcomes.
• Life license required; obtain within six months if not licensed.
• Bachelor's degree or equivalent experience preferred.
• Strong critical thinking, adaptability, and bias for action; Excel proficiency preferred.

Responsibilities

• Develop and execute a territory business plan that generates opportunities and drives structured settlement sales.
• Collaborate with pricing and sales teams to generate profitable proposals.
• Promote timely communication with appointed agents through legal and operations.
• Prospect, profile and engage agents through outreach, call campaigns, and webinars.
• Plan and execute agent engagement activities in partnership with Sales and Marketing.

Skills

Financial services sales

Relationship development

Prospecting

Written and verbal communication

Excel proficiency

Adaptability

Education

Bachelor's degree or equivalent experience

Life license (required or to obtain within six months)

Tools

CRM systems

Pricing/Proposal tools

Job description

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: The Internal Wholesaler - Structured Settlements drives sales growth by proactively engaging structured settlement agents, building trusted relationships and creating opportunities to expand the use of Athene annuity solutions. Working in close partnership with the Relationship Manager (RM), you will help shape and execute territory strategy while supporting agents throughout the sales process- from prospecting and quoting through ongoing relationship development. This is an opportunity to contribute to an important area of growth and innovation at Athene. Our relationship with Apollo brings together Athene's retirement-services expertise with Apollo's scale and investment capabilities, while our BEAM values- Believe in your co-workers, Engage actively, Act like owners and Make it happen- shape how we collaborate, innovate and deliver results.

Accountabilities

• Partner with the Sales Manager to develop and execute a territory business plan that generates opportunities, strengthens agent relationships and drives structured settlement sales.
• Work with pricing and sales team members to generate proposals resulting in profitable top line sales
• Work with legal and operations to promote timely, effective communication with appointed agents
• Prospect, profile and proactively engage assigned agents through consistent outreach, targeted call campaigns and timely lead follow-up to increase awareness and utilization of Athene structured settlements
• Plan and execute agent engagement activities, including conference calls, webinars, virtual meetings and email campaigns, in partnership with Sales and Marketing.
• Use agent, territory and campaign insights to prioritize opportunities, improve outreach and drive results, leveraging technology and AI-enabled tools appropriately to increase efficiency and personalize engagement.
• Build productive internal and external relationships while demonstrating ownership, adaptability, creativity and a bias for action in a fast-moving sales environment.

Qualifications and Experience

• 4+ years of financial services sales experience, including prospecting, relationship development and driving sales results, or relevant experience, preferred.
• Annuity product sales experience strongly preferred, with the ability to understand and communicate product, service and regulatory information effectively; structured settlement experience is a plus.
• Excellent written and verbal communication skills with demonstrated ability to build relationships, influence outcomes and engage customers through proactive outreach.
• Life license required; if not currently licensed, must obtain the required license within six months.
• Completion of industry continuing education such as LIMRA/LOMA or progress toward an advanced designation such as CLU, RICP or ChFC is preferred.
• Strong critical thinking, adaptability and bias for action, including the ability to navigate ambiguity, learn quickly and use technology and AI responsibly to improve sales effectiveness; Excel proficiency preferred.
• Bachelor's degree or equivalent experience preferred.

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.

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.