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Internal Sales Defined Contribution Associate

Position Overview

Apollo is seeking an Internal Sales Professional within its Defined Contribution (“DC”) business. DC is a vertically integrated sales channel within Apollo’s broader ecosystem, designed to provide Apollo and Athene strategies to professionally managed retirement solutions. The Internal Sales Professional will work closely with external sales partners to drive sales pipeline and fundraising outcomes. 

    Support field sales professionals in assigned channel throughout fundraising and prospecting process
•    Contribute to fundraising goals for the channel by managing, enhancing, developing new relationships with clients
•    Develop strong knowledge of retirement landscape and client/prospect base within assigned channel
•    Facilitate informational requests from clients/prospects/consultants and identify sensitivities/potential issues
•    Provide consolidated updates on industry insights such as flows, strategic trends, M&A, performance data by manager and strategy
•    Use Salesforce to obtain meeting details and organize relevant information including research on the company, relevant news, portfolio information and competitive analysis. Prepare ad-hoc reports as needed for Senior Leadership and/or individual members of sales
•    Send detailed meeting follow up email including any relevant customized data or research to clients and prospects
•    Assist in segmenting prospects and clients in order of interest/priority
•    Liaise with 3rd party distribution partners to ensure seamless coordination and execution of all sales and marketing efforts
•    Support the Defined Contribution sales leads and Apollo strategy to continuously define the firm’s strategic approach to market
•    Support the Defined Contribution sales leads to develop content to educate external/internal stakeholders
•    Provide updates on industry insights such as flows, strategic trends, and performance data by manager and strategy
•    Support the updating of Customer Relationship Management database (CRM) for territory
•    Support the weekly updating of any relevant opportunities in CRM to ensure the sales pipeline is accurate
•    Assist in the coordination and organization of group eve

Qualifications & Experience

  • Bachelor’s degree required

  • 4 years’ minimum experience in financial services industry (relevant industry experience will be evaluated when determining level); Prior experience working with defined contribution, bank platforms, RIAs or private wealth clients is strongly preferred

  • Prior knowledge/work experience in alternative investments and/or guaranteed income preferred

  • Working knowledge of CRM, preferably Salesforce.

  • Strong organization skills

  • Ability to communicate effectively both verbally and in written form; proven ability to drive tangible commercial outcomes

  • Must work effectively with other groups in the organization and collaborate as necessary

  • Capable of thinking ahead, identifying potential issues/conflicts/items requiring follow up and proactively communicating them to the team

  • Discretion and ability to handle confidential, sensitive information

  • Advanced knowledge of Microsoft Office applications/functions required including Word, Excel and PowerPoint

  • Advanced knowledge of MS Office functions such as mail merges and managing multiple Outlook calendars

Pay Range

$100,000 - $120,000

Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is committed to championing opportunity.

The firm and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law.

The contents of the qualifications and experience section of this job description are a guideline only. If an applicant can otherwise demonstrate their suitability for the role they will be considered.

The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.

Average salary estimate

$110000 / YEARLY (est.)
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$120000K

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What You Should Know About Internal Sales Defined Contribution Associate, Athene

Looking to take your career to new heights? Apollo Global Management is on the hunt for an Internal Sales Defined Contribution Associate to join our dynamic team in New York! In this role, you'll be at the forefront of Apollo's Defined Contribution business, collaborating closely with external sales partners to boost our sales pipeline and drive fundraising outcomes. Your day-to-day will involve fostering and nurturing relationships with clients, all while deeply understanding the retirement landscape and the needs of our clients and prospects. You’ll be essential in facilitating requests, identifying potential challenges, and providing insightful updates on industry trends and performance data. With tools like Salesforce, you'll keep everything organized, ensuring that team members have the latest information at their fingertips. Plus, your knack for clear communication will shine when crafting follow-up emails and reports. If you possess a bachelor’s degree, have at least four years of experience in the financial services sector, and are eager to tackle challenges head-on, we’d love to have you on board. Join us and contribute to a team that thrives on innovation and collaboration, and let’s redefine the retirement solution landscape together!

Frequently Asked Questions (FAQs) for Internal Sales Defined Contribution Associate Role at Athene
What are the key responsibilities of the Internal Sales Defined Contribution Associate at Apollo?

The Internal Sales Defined Contribution Associate at Apollo is responsible for driving the sales pipeline by collaborating with external sales partners, managing relationships with clients, and facilitating requests from clients and consultants. Expect to contribute significantly to fundraising goals and prepare detailed meeting follow-ups, all while keeping an eye on industry insights and trends.

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What qualifications do I need to work as an Internal Sales Defined Contribution Associate at Apollo?

To be considered for the Internal Sales Defined Contribution Associate position at Apollo, you need a bachelor’s degree and at least four years of relevant experience in the financial services sector. Prior experience with defined contribution plans or alternative investments is highly preferred, along with strong organizational and communication skills.

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How does Apollo support the professional development of an Internal Sales Defined Contribution Associate?

Apollo is committed to fostering skills and supporting professional development for Internal Sales Defined Contribution Associates through collaborative team environments, ongoing training, and access to resources. You'll also have opportunities to contribute to strategic approaches in the market and gain insights into the retirement solutions landscape.

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What tools will I be using as an Internal Sales Defined Contribution Associate at Apollo?

As an Internal Sales Defined Contribution Associate, you'll primarily utilize Salesforce to manage client interactions and track sales opportunities. Additionally, familiarity with Microsoft Office applications, especially Excel and PowerPoint, will be essential for reporting and data analysis.

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What is the salary range for the Internal Sales Defined Contribution Associate role at Apollo?

The salary range for the Internal Sales Defined Contribution Associate at Apollo is between $100,000 to $120,000 per year. This position also qualifies for a discretionary annual bonus, reflecting personal, team, and firm performance.

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Common Interview Questions for Internal Sales Defined Contribution Associate
Can you describe your understanding of the retirement landscape relevant to the Internal Sales Defined Contribution Associate role?

When answering this question, emphasize your knowledge of the key components of retirement plans, regulations, and market trends. Discuss how your previous experience has prepared you to navigate this landscape and apply your insights to enhance client relationships effectively.

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How would you manage and prioritize your workload as an Internal Sales Defined Contribution Associate?

To tackle this question effectively, outline your organizational strategies and tools—like Salesforce and CRM systems—that you utilize to manage your tasks. Highlight specific examples from past experiences where you successfully met deadlines and responded to client needs.

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Tell us about a time you contributed to a sales team’s success.

In your response, share a specific instance where your contributions directly led to achieving sales goals, focusing on teamwork, communication, and problem-solving. Use metrics to illustrate your effectiveness and the positive impact on your previous employer.

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What approaches would you take to educate clients about Apollo’s Defined Contribution offerings?

Discuss your strategy for educating clients, including preparing tailored presentations, conducting informational sessions, and leveraging industry insights. Highlight the importance of understanding client needs and customizing your educational resources accordingly.

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What experience do you have with Salesforce or other CRM tools?

Share your proficiency and experience with Salesforce, including specific features you've utilized and how they improved your workflow. Provide examples of how CRM systems have helped you track client interactions and manage sales opportunities.

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How do you handle difficult clients or objections during the sales process?

Explain your approach to managing difficult conversations by emphasizing active listening, empathy, and problem-solving skills. Share a relevant story where you turned an objection into an opportunity, showcasing your resilience and positive attitude.

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What methods do you use to stay updated on industry trends and performance data?

Discuss your passion for continuous learning through various means, such as reading industry reports, attending webinars, or networking with colleagues. Highlight how this knowledge informs your sales strategy and aids in client discussions.

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Describe a time when you identified a potential issue in your sales approach and how you addressed it.

Provide a concrete example where you recognized an issue early on in the sales process. Explain how you proactively communicated with your team to address it, and what the outcome was—a successful resolution or a lesson learned.

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What is your experience with alternative investments and guaranteed income?

If you have experience with alternative investments, discuss specific examples that demonstrate your understanding and any relevant metrics. If not, express your willingness to learn and any research you've conducted in preparation for the role.

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Why do you want to work as an Internal Sales Defined Contribution Associate at Apollo?

When answering this question, express your admiration for Apollo’s innovative approaches to retirement solutions and your excitement about contributing to a high-performing team that aligns with your professional goals. Share your enthusiasm for making a meaningful impact in the financial services sector.

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MATCH
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TEAM SIZE
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HQ LOCATION
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EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
April 7, 2025

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