Financial Sales Specialist
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:
The Internal Sales Specialist provides telephonic sales support to agents and distributors regarding Athene annuity products, using a variety of tools, including product illustration software and the company intranet site!
Accountabilities:
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Handle inbound calls from 800-line, assisting with product and sales questions, while meeting minimum call volume of 40 calls per day.
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Transfer/funnel calls to appropriate departments, including forwarding leads to Internal Wholesalers.
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Run product illustrations, meeting or exceeding established turnaround times on all requests, with 100% accuracy.
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Complete fulfillment requests for marketing materials.
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Partner with Service Liaison to handle Service Issues/Exception Requests.
Qualifications and Experience:
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1+ year of prior financial services industry sales experience required.
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Experience with Word, Excel, PowerPoint, etc. required.
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Successful completion of Industry Continuing Education (such as LIMRA / LOMA) courses preferred.
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Experience with annuity products and illustration software systems is strongly preferred.
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Effective verbal and written communications required to explain products, tools, concepts and processes to a diverse customer base.
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Bachelor's degree or equivalent work experience preferred, but not required. Military experience will be considered in lieu of formal degree.
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.
