6 jobs found

About Us: EquiTrust Life Insurance Company is a national carrier of competitive, client-friendly annuity products sold through a variety of distribution channels, including more than 20,000 independent agents and independent marketing organizations (IMOs). Since 2003, we have provided exceptional customer service to our clients by operating with integrity and passion. Our efforts are supported by a dedicated workforce who execute their responsibilities through teamwork and an entrepreneurial spirit. EquiTrust sells products nationwide and is headquartered in Chicago, Illinois, with operations in West Des Moines, Iowa. Position Summary: The Internal Wholesaler is responsible for helping to drive sales in the financial institution channel, partnering with the Regional Vice President. This position works closely with the RVP and financial professionals to achieve territory sales goals for both annuity and life insurance products offered by EquiTrust. The role features a...

What You'll Do: In this multifaceted role, you will lead internal sales efforts for Principal Securities by developing and implementing sales plans, activity reports, and rotation schedules. You’ll collaborate with marketing, product, and communications teams to align campaigns and support financial professional relationships while meeting internal sales targets. Key responsibilities include providing intermediaries with sales ideas, handling product inquiries, sharing performance data, identifying new opportunities, and supporting external wholesalers with territory management. You will also build and manage the Asset Retention program in partnership with your External Wholesaler(s).   Initiate and follow up on sales calls to develop relationships with financial professionals, representing a diverse range of products including Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments, and retirement solutions. Determine client requirements and offer...

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: The Internal Wholesaler position will be part of the Bank Channel working through proactive & direct phone contact with Financial Advisors to consult on Athene annuity products, services and resources. Accountabilities: Work with RVP to create call lists and prospecting initiatives. Assist producers with illustrations, NIGO paperwork, process questions, etc. Build a call schedule of minimum 2-4 week out. Conduct lead generation and referral calls. Conduct thank you, pending business, illustration and...

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: The Internal Wholesaler Specialist plays a critical role in driving annuity sales growth through consultative support, proactive outreach, and deep product and market expertise. This hybrid role combines traditional internal wholesaling responsibilities with solution-based selling, competitive positioning, and strong advisor relationship management. Partnering closely with Regional Vice Presidents (RVPs), Internal Wholesalers (IWs), and sales leadership, this role serves as a trusted resource to financial professionals by uncovering opportunities, delivering actionable sales ideas,...

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: Join Athene as an Internal Wholesaler supporting our IMO channel, where you'll play a key role in driving annuity sales through strategic partnerships, proactive outreach, and expert product consultation. This is a high-impact role for a motivated sales professional looking to grow within a dynamic and collaborative environment. Accountabilities: Partner with Relationship Managers to drive sales growth in assigned territories through prospecting, profiling, and relationship building with a primary focus being on...

What You'll Do: This role focuses on the RIA (Registered Investment Advisor) experience by supporting sales and developing mutually profitable advisor relationships. Handle inbound calls from advisors and answer product related questions, performance data, sales literature, portfolio analytics, etc. while documenting interactions and key advisor data.    Here are a few examples of the kinds of things you’ll do: Proactive outreach to engage advisors (phone, email, meetings) Solve for needs across products: mutual funds, separately managed accounts, ETF's, 529's, internal funds, etc Learn to identify new sales opportunities and providing follow up   We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!   *Heavy incentive component in addition to salary listed.   Apply today! Who You Are:...