VP Advanced Market Sales

Company: Athene
Location: Des Moines
Posted on: March 19, 2023

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:Provide external financial advisors and Athene employees with specific advanced planning support to help them with retirement planning concepts and assist them in finding suitable solutions for clients. Understand investment strategies and estate or business planning concepts to design cases around retirement and annuity solutions. The position translates new concepts and content for annuity opportunities in retirement income planning and practice management promotions. The Advanced Markets Specialist will provide guidance in developing novel, creative, and industry leading topics for field programs and promotion by Advanced Markets to enhance company and department industry reputation through cross selling opportunities.The most visible part of the position is delivering the highest level of professional presentations to producers or clients of producers. Presenting Advanced Markets topics (and other value-added programs i.e., CE content) to financial professionals at a variety of venues and through various virtual platforms is an ongoing responsibility.Outstanding communication and presentation skills with an ability to connect technical advanced tax and legal concepts to the practical sales process so that the producer understands how the information is applicable in a sales situation is essential.Accountabilities:

• Develop new business and sales growth opportunities by initiating and maintaining strong relationships with producers
• Train, develop and educate sales team to build knowledge of advanced market concepts within the industry
• Respond to case design questions for internal and external sales teams (ownership and beneficiary, large case requirements
• Partner with Athene product, legal, compliance and business operations teams in the design and implementation of advanced markets concepts and solutions that help our customers
• Answer taxation and in-force questions for internal and external sales teams (re-classifications, withdrawals, divorce, probate, etc.)
• Collaborate with marketing to execute Athene initiatives with cross channel distributor relationships Bank, Broker Dealer and Independent Marketing Organization relationships (Roth conversions, split ticket cases)
• Analysis of case-specific income options within Athene products
• Support wholesalers with drafting case design detail or discussing case design with advisors
• Assist in coaching wholesalers on Athene or state specific product or taxation changes and opportunities
• Provide value add content for wholesaler presentations detailing timely topics and sales opportunities
• Assist with product discussions and delivery of customer solution concepts over the phone, video chat and in personQualifications and Experience:Qualifications
  • Knowledge of financial products including Fixed Indexed Annuities, Registering Index Linked Annuities, Variable Annuities and Fixed Annuities
  • Experience working with retirement accounts specifically related to rollovers (ex. IRA, ROTH IRA, SEP IRA) preferred
  • Experience working with retirement planning with Trust concepts and Trust related strategies preferred
  • Excellent interpersonal and written communication skills
  • Ability to provide outstanding customer service to both internal and external customers
  • Capable of working independently as well as in a team environment
  • Proactive self-starter that seeks out knowledge of new topics and areas to research in order to support sales teamsMinimum requirements:
    • 7 years of experience required: Experience in financial services industry in advanced markets, tax, or law, with outstanding public speaking skills, exceptional writing skills as well as strong technical skills including but not limited to Microsoft office and various online seminar platforms.
    • Advanced degree: CFP, ChFC, CPA, MBAPreferred requirements:
      • 10+ years of experience preferred: - Extensive experience in Advanced Markets area creating and presenting marketing programs.
      • Advanced degree: JD; Series 6 or 7, 63 and State life insurance licensedTravel
        • 25% -minimum: national and regional conferences; wholesaler travel with advisor/agentsDrive. Discipline. Confidence. Focus. Commitment. - Learn more about .Athene is a Military Friendly Employer! - Learn more about how we support our .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.

Keywords: Athene, Des Moines , VP Advanced Market Sales, Sales , Des Moines, Iowa