Athene New Business Representative in West Des Moines, Iowa
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.
This is the big break you’ve been looking for… a regular schedule, great benefits, a beautiful work environment, fun co-workers, and working at a progressive company!
As a New Business Representative, you will:
Follows established operational procedures for processing new annuity applications or annuity rollovers.
Establishing new application data on Athene systems
Monitoring applications for compliance with state regulations
Validating that state required forms are submitted
Determining if the appropriate signatures have been received
Determining how funding should be set up
Determining suitability or AML red flags
Issues policies in the appropriate administration system
Evaluates incoming documents for validity and completeness
Communicates with the Agent Contact and Sales staff as necessary when additional requirements are outstanding
Processes receipts and cash items into the appropriate administrative systems
Provides prompt, courteous and accurate customer service related to: funding, suitability, regulatory issues, policy issuance, policy requirements, illustrations, and customer correspondence
Participates as a team member in problem resolution and projects supporting continuous process improvement
Assembles policies for delivery to customers upon completion of new business processes
Follows up on outstanding information and requesting return of outstanding requirements
Qualifications and Experience:
High school diploma or equivalent required; College degree preferred
1+ year of work experience required; previous office experience, financial services or annuity processing experience strongly preferred
Effective written and verbal communication skills required
Ability to navigate multiple computer systems with minimal assistance required
Ability to multi-task and be detail oriented required
Current understanding of annuity and financial services regulations preferred
This position is not eligible for sponsorship for work authorization by Athene. If you will require sponsorship now or in the future, we cannot consider your application at this time.
NOTE: Successful candidate will be required to complete a pre-employment background check.
Drive. Discipline. Confidence. Focus. Commitment. Learn more about working at Athene (https://www.athene.com/about/usa-careers) .
Athene is a Military Friendly Employer! Learn more about how we support our Veterans (https://www.athene.com/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.
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 a diverse, inclusive and dynamic work environment at our various locations.
Based on your location you will experience a unique blend of: • Benefits to meet individual needs including, but not limited to, a 401(k) and/or pension plan with a company match, paid time off, paid holidays, job-related tuition reimbursement, medical, dental, vision, life, and disability insurance. • Career development opportunities including a Leadership Development Program, self-guided trainings and periodic Lunch & Learns. • Amenities that include "dress for your day" work attire, in house coffee bar, on-site café, ergonomic desks, game room area and on-site fitness facility. • Volunteer opportunities to give back to the community, company-sponsored volunteer events throughout the year, individual non-profit volunteer time that can earn grant money, and non-profit matching gift program.
Athene USA is also proud to be recognized for the following: • Best places to Work in Money Management by Pensions & Investments, 2020 • Iowa's Top Workplaces; since 2015 • Bermuda Top Ten Employer; 2019 • United Way of Central Iowa awards• Advocate & Volunteer; 2016 • S pirit of Central Iowa; 2017, 2019 • Game Changer; 2018 • Impact-Maker; 2018, 2020 • Employer Support of the Guard and Reserve (ESGR) Awards • Patriot Award, 2018 • Pro Patria Award, 2019 • Seven Seals Award, 2019 • Military Friendly® Employer; since 2017 • Military Spouse Friendly® Employer; since 2017 • LGBTQ+ Friendly Employer by Human Rights Campaign Foundation, 2021 • Excellence in Education LOMA;10 plus years • Structured Retail Products (SRP) • Best Carrier Award; 2017 & 2018 • FIA of the Year; 2019
For more specific details for each location, please click here (https://www.athene.com/about/careers) .