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Regional Vice President, External Wholesaler-San Diego/Orange County

Roles & Responsibilities

  • Bachelor's degree or equivalent experience; military experience considered in lieu of degree.
  • 10+ years of wholesaling experience with a proven track record of growing a region.
  • FINRA licenses: Series 7 and Series 63 (and ability to obtain Series 6 within 6 months); knowledge of the Fixed Annuity Marketplace.
  • Excellent sales and presentation skills; willing to travel 75% and reside in the designated sales region.

Requirements:

  • Develop and execute the regional business plan to increase bank-channel sales, in collaboration with the VP, Division Sales Manager and Internal Wholesaling Partner.
  • Collaborate with Internal Wholesalers to identify producer needs, build an extensive travel schedule within the territory, and implement a results-oriented strategy.
  • Work with Direct Financial Institutions (Banks) to grow sales of fixed indexed annuities and provide product and sales training.
  • Identify and develop new advisors, strengthen relationships with existing advisors, and increase sales through field activity, in-person meetings, and strategic resource deployment (marketing and budgeting).

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:

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 within the designated sales region.


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.


$62,412.80 - $93,619.20 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 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.

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