Sr Internal Wholesaler - Defined Contribution
Core
Strategic inside partner driving sales of Apollo DC private assets and Vitera guaranteed income by serving as the primary contact for retirement plan advisors and recordkeeper field teams.
Role type
Senior Internal Wholesaler (Defined Contribution)
Builds
Retirement plan sales pipeline and territory coverage for recordkeeper field organizations
Domain
Defined Contribution (DC) / Retirement Plans / Financial Services
Required skills
DCIO sales experience, internal wholesaling, advisor relationship management, ERISA fundamentals, guaranteed income products, private assets, CRM proficiency, virtual sales execution, territory planning
Preferred skills
DC Recordkeeping experience, Salesforce expertise, business/finance degree
Technologies
Salesforce
Responsibilities
Partner with Vice Presidents to build and execute territory plans; serve as primary inside contact for recordkeeper field teams; engage advisors and consultants via phone and video to qualify leads and schedule meetings; prepare for sales presentations and coordinate specialists; explain private assets and guaranteed income solutions; maintain Salesforce pipeline reporting and follow licensing standards
Seniority
Senior, hands-on IC