Annuities, Brokerage, Call Monitoring, Call Volume, Campaigns, Channel Strategies, Coaching, Corporate Compliance, Data Quality, Error Handling, Financial Services, Inside Sales, Legal Support Skills, Licensing, Life Insurance, Metrics, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Microsoft Word, Operations Management, Operations Planning, Operations Processes, Partner Sales, Performance Metrics, Performance Reviews, Philosophy, Project/Program Management, Revenue Growth, Sales, Seminars, Series 6, Statistics
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:
- Helps increase sales through driving productivity within the team.
- Manages the service standards/performance metrics for the team.
- Participates in and/or manages special projects by developing and implementing solutions which impact the business unit or the department.
- Is a key partner with the Divisional Vice President, IMO Channel in ensuring internal and external wholesaler partnerships are working together to grow their territories.
- Works with Vice President, Internal Sales and Divisional Vice President, IMO channel to develop strategy around channel growth.
- Participates in managing the operational aspects of a team of Internal Wholesalers and to ensure service standards are being met. Including: Overseeing team activities, assigning responsibilities / call lists / call campaigns, monitoring call volumes, workflows & operational processes, developing individual / team metrics reports, tracking results of call campaigns, reporting phone statistics, monitoring recorded phone calls for quality aspects and accuracy of information, 1X1 call quality coaching and performance reviews.
- Partners with sales leaders to define clear expectations of the team to assist in the growth of the channel.
- Assists in the handling of exceptions, complicated technical or complaint cases, while weighing company philosophy, compliance, business risks, tax and legal ramifications and administrative costs.
- Builds and maintains strong working relationships with advisors, back-office staff, key persons at Broker Dealers and other internal departments.
- Creates and maintains a strong culture through employee engagement and development.
Qualifications and Experience:
- 7+ years financial services industry sales experience with annuity products preferred. Experience with financial institutions strongly preferred.
- 4+ years of prior internal wholesaler/sales desk experience.
- Must have FINRA Licensing (Series 6).
- Strong knowledge of Life Insurance and Annuity products as well as other retirement/financial services industry products.
- Continuing education preferred (LOMA, sales classes & seminars, etc.).
- Microsoft Office proficiency (Word, Excel, PowerPoint, etc.).
- Bachelors Degree or an equivalent combination of education and experience.
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.