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Advanced Markets Consultant

Advisors Excel
Topeka, KS Full Time
POSTED ON 5/18/2024
Position: Advanced Markets Consultant
Location: 2950 SW McClure Rd
Topeka, KS
Job Id: 1962
# of Openings: 1
Position: Advanced Markets Consultant
Department: Annuity Marketing
Reporting to: Director of Case Design
Location: Topeka, KS - Onsite
Overview:
As a member of the Advanced Markets team, our consultants are driven to be a trusted resource for AE Financial Advisors and internal associates. This position focuses on maintaining insurance carrier/product resource information. As an Advanced Marketing Consultant, you will work with external partners along with internal teams in researching and validating requests from our Advisors. If you are a self-starter with excellent customer service skills, we would love to talk to you!
What you'll do:
  • Collect, update, and maintain annuity carrier information for existing and new carriers
  • Facilitate onboarding process of new insurance carriers/products
  • Respond to incoming Advanced Markets email request and phone calls by providing timely and accurate responses
  • Process service-related issues which include time-sensitive research and problem resolution
  • Stay current on product information and carrier updates by participating as a member of the Product Committee, identifying product gaps and solutions for various Advanced Markets related topics
Experience you'll bring:
  • Experience working in the Financial Services industry
  • Confident, professional, and articulate in verbal and written communication; comfortable engaging in discussions
  • Strong organizational skills and ability to work with a high degree of accuracy while handling multiple responsibilities
Bonus Points:
  • Have or ability to obtain additional credentials/designations/continuing education course work related to all aspects of retirement and income planning
  • Strong understanding of financial advisors and their business model and workflows
What you'll get:
  • Amazing benefits including medical, dental, vision and 401k (with matching options)
  • Generous PTO package upon your start date
  • Access to an on-site cafe, gym and primary care
  • Continuous personal and professional development opportunities
  • Recognition for hard work & exemplary performance
  • Employee sponsored events...and more!
Who We Are:
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
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