JERED BANE
Grimes,IA
Summary
Sales leader with extensive experience in financial services, specializing in developing internal wholesalers. Proven success in coaching talent to exceed sales goals, enhancing advisor relationships, and executing targeted territory strategies. Recognized for fostering collaboration and accountability within teams.
Overview
1
1
Certification
21
21
years of professional experience
Work History
Manager Internal Sales - Broker Dealer Channel
Athene USA
West Des Moines, IA
07.2023 - Current
- Lead and develop a team of internal wholesalers within the Broker Dealer Channel
- Identified territory opportunities and guided team in executing outbound calls, campaigns, case design, illustration follow-up, and advisor communications.
- Exceeded Sales Goals for FIA and RILA for the last three years, x% in 2023, x% in 2024, and 110% in 2025
- Coach wholesalers on sales processes through side by sides, customized coaching, role-play, and ongoing training.
- Onboarded, mentored, and developed internal wholesalers, facilitating expanded responsibilities and career advancement.
- Partner with DVPs and other business units to align sales strategy, product positioning, and territory execution.
- Promote a collaborative culture by sharing best practices and sales ideas across the Broker Dealer team and other Channels.
- Provided insights and recommendations that enhanced producer engagement through the Advisory Council.
Senior Internal Wholesaler
Athene USA
West Des Moines, IA
04.2018 - 07.2023
- Managed two territories with over 950 active representatives, driving sales through targeted prospecting, virtual meetings, and tailored case design.
- Consistently achieved sales targets, finishing 2022 at 131% of goal.
- Collaborated with Regional Vice President and business units to streamline case issuance, enhancing representative experience.
- Redesigned and co-led the internship program and mentored new hires and interns.
- Coached and mentored students in Iowa State Marketing Class Case Study, fostering practical skills and industry knowledge.
Senior Regional Sales Consultant
Voya Financial
Des Moines, IA
12.2009 - 03.2018
- Achieved 218% of goal for the IRA mutual fund account and added 237 new producers across two product lines in 2017.
- Ranked as a top-five Regional Sales Consultant in 2016 with $90 million in premium.
- Increased fixed indexed annuity sales to 67% market share of annuity business within Allstate Financial in 2016.
- Managed territory of 500 writing representatives, achieving $65 million sales goal in fixed indexed annuities and IRA mutual fund account.
- Drove sales through prospecting, conducting webinars, and designing cases for new and existing representatives, enhancing engagement and performance.
- Participated in continuous improvement projects to enhance operational effectiveness and support sales growth.
Senior Sales Support Specialist
Voya Financial
Des Moines, IA
12.2006 - 12.2009
- Assisted producers in navigating applications, products, contracts, benefits, commission schedules, illustrations, and agent reports to ensure clarity and understanding.
- Facilitated sales by managing inbound and outbound calls, generating opportunities with new and existing producers.
- Trained new producers on products and sales processes, selected to mentor new employees and job-shadow participants.
Customer Service Representative
Voya Financial
Des Moines, IA
01.2006 - 12.2006
- Supported advisors, clients, and marketing organizations with form completion, industry regulations, and policy status updates.
- Investigated and resolved compliance, transaction, and system issues to ensure operational continuity.
- Facilitated training sessions for new employees to improve their customer service skills and knowledge.
Education
Bachelor of Science - Finance
Iowa State University
Ames, IA12-2005
Skills
- Sales strategy alignment
- Decision-making
- Team leadership
- Mentoring others
- Teamwork and collaboration
- Relationship building
Certification
Series 6 | Series 63 | Iowa Life License | CSSCS
Timeline
Manager Internal Sales - Broker Dealer Channel
Athene USA
07.2023 - Current
Senior Internal Wholesaler
Athene USA
04.2018 - 07.2023
Senior Regional Sales Consultant
Voya Financial
12.2009 - 03.2018
Senior Sales Support Specialist
Voya Financial
12.2006 - 12.2009
Customer Service Representative
Voya Financial
01.2006 - 12.2006
Bachelor of Science - Finance
Iowa State University