VP/External Wholesaler Bank, New York

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Full Remote
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Offer summary

Qualifications:

Bachelor's degree or equivalent experience required, military experience considered., 10+ years' prior wholesaling experience required., Knowledge of Fixed Annuity Marketplace and relevant licenses (Life & Health, FINRA Series 7 and 63)., Proven track record in growing sales regions and strong presentation skills..

Key responsabilities:

  • Develop and implement business plans to increase sales in the Bank Channel.
  • Collaborate with Internal Wholesalers to identify producer needs and create a travel schedule.
  • Conduct training sessions and workshops for product and sales education.
  • Build and maintain relationships with producers and advisors to enhance sales efforts.

Athene logo
Athene Financial Services Large https://www.athene.com/
1001 - 5000 Employees
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Job description

We are Athene. At Athene, we are driven to do more. We are a leading retirement services company that issues, reinsures and acquires retirement savings products designed for the increasing number of individuals and institutions seeking to fund retirement needs. We see every day as a new opportunity to measure ourselves against the best - and then we don't stop until we've set the bar even higher. We're ready to help you achieve more.


Purpose:

Athene USA, one of the fastest growing providers of fixed annuities, is hiring a VP/External Wholesaler to our team who will focus on maintaining and building Athene’s presence in the Bank Channel. The VP will partner with the Division Sales VP in developing and leading the wholesaling efforts with our clients. The VP must be currently located in New York.


Accountabilities:

  • Work closely with VP, Division Sales Manager to develop appropriate business plan to increase sales and meet business growth objectives.

  • Work in conjunction with Internal Wholesaling Partner to identify and build a business plan.

  • Collaborate with Internal Wholesalers to identify producer needs, develop an extensive and productive travel schedule with rotations within the assigned territory, and a build a results-oriented strategy for implementation.

  • Work with the Direct Financial Institutions (Banks) to increase the sale of fixed indexed annuities.

  • Build and maintain producer relationships to keep them informed of market and product changes and enhancements.

  • Conduct product and sales training through individual and group training sessions, seminars, workshops and branch meetings.

  • Identify and develop new advisors while strengthening relationships with existing advisors.

  • Increase sales through field activity and in-person meetings.

  • Provide sales ideas and client solutions.

  • Strategically plan and lead deployment of resources for the territory through marketing and sales initiatives, and budgeting & expense responsibilities.


Qualifications and Experience:

  • Bachelor's degree or equivalent experience required. Military experience will be considered in lieu of formal degree.

  • 10+ years' prior wholesaling experience required.

  • Knowledge of Fixed Annuity Marketplace.

  • Life & Health, FINRA Series 7 and Series 63 licenses. Must have or obtain FINRA Licensing (Series 6) within 6 months of employment.

  • Proven track record in growing a region as measured by sales results.

  • Demonstrated sales acuity and presentation skills.

  • Travel Required (75%).

  • Ability to adapt to constant changing environment.

  • Excellent knowledge of the advisor community and industry.

  • Prior Wholesaling experience preferred.

  • Current residence must be located within the designated sales region.


$52,000.00 - $78,000.00 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 celebrates diversity, 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.

Required profile

Experience

Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Relationship Management
  • Sales Acumen
  • Self-Confidence
  • Adaptability

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