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VP/External Wholesaler IBD, New York

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:

Athene USA, one of the fastest growing providers of fixed annuities, is hiring a Regional Vice President to our team who will focus on maintaining and building Athene’s presence in the Direct/Independent Broker Dealer Channel. The RVP will partner with the Division Sales VP in developing and leading the wholesaling efforts with our clients. The RVP must be currently located within the territory - New York. Candidates residing in other locations will not be considered.


Accountabilities:

  • Work closely with VP/Division Sales Manager to develop an appropriate business plan to maximize sales and meet business growth objectives.

  • Work in conjunction 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 in conjunction with Internal Wholesaling Partner to identify and build a business plan.

  • 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.

  • External wholesaling position to work with the Direct IBDs to increase the sale of fixed indexed annuities.

  • 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 manage deployment of resources for the territory through marketing and sales initiatives, and budgeting & expense responsibilities.


Qualifications and Experience:

  • 10 years' prior wholesaling experience.

  • Knowledge of Fixed Indexed and Registered-Indexed Linked Annuity Marketplace.

  • Life & Health License and FINRA Series 6 or Series 7

  • Proven ability in growing a region as measured by sales results.

  • Proven sales acumen and presentation skills.

  • 75% travel required.

  • Ability to adapt to constant changing environments.

  • Excellent knowledge of the advisor community and industry.


$52,000.00 - $78,000.00 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 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.

Average salary estimate

$65000 / YEARLY (est.)
min
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$52000K
$78000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About VP/External Wholesaler IBD, New York, Athene

Are you ready to elevate your career as a VP/External Wholesaler IBD at Athene? We are on the lookout for a dynamic Regional Vice President to join our growing team, focusing on bolstering our presence in the Direct/Independent Broker Dealer Channel. With Athene, a leading retirement services company, you'll work to support individuals and institutions in their journey toward retirement. As the RVP, you will collaborate closely with the Division Sales VP, crafting effective business plans to maximize sales and growth objectives. Your role will include building robust relationships with producers, informing them of market trends, and providing impactful product training through workshops and seminars. This position requires an individual who knows the territory of New York well, as you’ll be traveling to meet with advisors, identify their needs, and develop strategies to drive sales of fixed indexed annuities. With a minimum of 10 years’ wholesaling experience and familiarity with the annuity marketplace, you are poised to make a meaningful impact. At Athene, we pride ourselves on setting high standards and are committed to helping you achieve greatness in your career. Join us to take on new challenges and contribute to a supportive environment that values drive, discipline, and commitment. Let’s achieve more together!

Frequently Asked Questions (FAQs) for VP/External Wholesaler IBD, New York Role at Athene
What are the key responsibilities of the VP/External Wholesaler IBD at Athene?

The VP/External Wholesaler IBD at Athene has a diverse range of responsibilities, including working closely with the Division Sales VP to craft business plans, maintaining producer relationships, conducting product training, and driving the sales of fixed indexed annuities through extensive field activity and in-person meetings. The role involves significant travel within New York to build rapport and identify needs among advisors.

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What is the required experience for the VP/External Wholesaler IBD position at Athene?

Candidates for the VP/External Wholesaler IBD position at Athene should have at least 10 years of prior wholesaling experience, coupled with a solid understanding of Fixed Indexed and Registered-Indexed Linked Annuity marketplaces. Proven sales performance in a similar role is essential, ensuring that the candidate can meet the strategic goals set by the company.

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What qualifications are needed for the VP/External Wholesaler IBD role at Athene?

To qualify for the VP/External Wholesaler IBD role at Athene, candidates must possess a Life & Health License and either a FINRA Series 6 or Series 7 license. Additionally, candidates should have a strong sales acumen, impressive presentation skills, and the ability to thrive in a rapidly changing environment.

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How does Athene support professional growth for the VP/External Wholesaler IBD?

At Athene, we are committed to the development of our team members. The VP/External Wholesaler IBD can expect ongoing training opportunities, access to resources that enhance sales strategies, and a collaborative environment with leadership support. Our focus on maintaining high standards ensures that employees are always encouraged to grow both personally and professionally.

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What is the travel requirement for the VP/External Wholesaler IBD position at Athene?

The VP/External Wholesaler IBD position at Athene requires significant travel, approximately 75%. This travel is vital for meeting with advisors in the New York territory, promoting Annuity products, and establishing strong business relationships that drive sales growth.

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Common Interview Questions for VP/External Wholesaler IBD, New York
What strategies would you implement to drive sales as a VP/External Wholesaler IBD at Athene?

When approaching this question, consider discussing your ability to collaborate with internal teams to identify producer needs, build relationships, and create comprehensive business plans tailored to the market. Be sure to provide examples of past successes in driving sales and how you analyze market trends.

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How do you maintain relationships with producers as a wholesaler?

In your response, emphasize the importance of regular communication, understanding individual advisor needs, and providing timely market updates and training. Share personal strategies you've used to nurture these relationships effectively.

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Can you describe a challenging sales situation you faced and how you overcame it?

Here, focus on a specific situation where you faced adversity in sales. Outline the challenge, your approach to resolve it, and the positive outcome that resulted, showcasing your problem-solving skills and resilience.

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What do you think are the key factors contributing to success in the annuities market?

Candidates should discuss various factors such as market knowledge, adaptability, relationship-building, and understanding consumer needs as critical components for success in the annuities market, providing insight into their analytical abilities.

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How would you train a team of Internal Wholesalers?

When answering, mention your approach to training, which could involve hands-on sessions, tailored workshops, and ongoing support. Highlight the importance of understanding product details and effective communication skills.

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What is your experience with fixed indexed annuities?

In your response, detail your specific experiences with fixed indexed annuities, including sales metrics you've achieved and how you position these products to advisors. This shows your knowledge and serves as a selling point for your expertise.

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How do you stay updated on market trends relevant to your role?

Discuss approaches such as following financial news, participating in industry events, and engaging with colleagues to share insights. This shows your commitment to learning and adapting in a dynamic industry.

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How do you prioritize your travel and meeting schedules?

Candidates can talk about using tools for scheduling, setting clear objectives for each meeting, and focusing on high-impact areas to maximize productivity during travel, showcasing their organizational skills.

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What are your methods for evaluating your sales performance?

Discuss the importance of setting measurable goals, tracking key performance indicators, and having regular reviews with teams to assess what strategies are effective, lining up with Athene's focus on achieving growth.

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Tell me about a time you successfully identified a new market opportunity.

Provide a real example, detailing how you recognized the opportunity, the steps taken to capitalize on it, and the resulting outcomes. Highlighting your proactive nature could reflect well on your candidacy.

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EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
April 17, 2025

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