Create, build, and maintain relationships with financial advisor's offices by cold calling prospects to bring them onboard the Advisors Excel platform * Build a list of qualified contacts through ...

41 Advisors Excel Financial Advisor Jobs Hiring Near You
Create, build, and maintain relationships with financial advisor's offices by cold calling prospects to bring them onboard the Advisors Excel platform * Build a list of qualified contacts through ...
Director of Sales and Marketing
Topeka, KS ยท On-site
$90 - $130/hr
Create, build, and maintain relationships with financial advisor's offices by cold calling prospects to bring them onboard the Advisors Excel platform * Build a list of qualified contacts through ...
Director of Sales and Marketing
Topeka, KS ยท On-site
$90 - $130/hr
Create, build, and maintain relationships with financial advisor's offices by cold calling prospects to bring them onboard the Advisors Excel platform * Build a list of qualified contacts through ...
Director of Sales and Marketing
Topeka, KS ยท On-site
Create, build, and maintain relationships with financial advisor's offices by cold calling prospects to bring them onboard the Advisors Excel platform * Build a list of qualified contacts through ...
Director of Sales and Marketing
Topeka, KS ยท On-site
Create, build, and maintain relationships with financial advisor's offices by cold calling prospects to bring them onboard the Advisors Excel platform * Build a list of qualified contacts through ...
Director of Sales and Marketing
Topeka, KS ยท On-site
$90 - $120/hr
Create, build, and maintain relationships with financial advisor's offices by cold calling prospects to bring them onboard the Advisors Excel platform * Build a list of qualified contacts through ...
Director of Sales and Marketing
Topeka, KS ยท On-site
$90 - $120/hr
Create, build, and maintain relationships with financial advisor's offices by cold calling prospects to bring them onboard the Advisors Excel platform * Build a list of qualified contacts through ...
Digital Marketing Consultant
Lenexa, KS ยท On-site
Advisors Excel is seeking an experienced and client-focused Digital Marketing Consultant to join our growing Digital Team. This role is responsible for managing paid media campaigns for financial ...
Digital Marketing Consultant
Lenexa, KS ยท On-site
Advisors Excel is seeking an experienced and client-focused Digital Marketing Consultant to join our growing Digital Team. This role is responsible for managing paid media campaigns for financial ...
Television Video Editor
Topeka, KS ยท On-site
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 ...
Television Video Editor
Topeka, KS ยท On-site
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 ...
Advisor Service Associate
Topeka, KS ยท On-site
$14.75 - $19.75/hr
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 ...
Advisor Service Associate
Topeka, KS ยท On-site
$14.75 - $19.75/hr
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 ...
Advisor Service Associate
$13 - $17.25/hr
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 ...
Advisor Service Associate
$13 - $17.25/hr
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 ...
Advisors Excel--one of the nation's largest independent financial services companies--is launching a brand-new lead generation and appointment-setting operation, and we're looking for a Call Center ...
Advisors Excel--one of the nation's largest independent financial services companies--is launching a brand-new lead generation and appointment-setting operation, and we're looking for a Call Center ...
UX/UI Designer
Topeka, KS ยท On-site
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 ...
UX/UI Designer
Topeka, KS ยท On-site
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 ...
At Advisors Excel, our technology and digital resources help independent financial advisors better serve their clients every day. As a Web Developer on our Creative Services team, you'll develop ...
At Advisors Excel, our technology and digital resources help independent financial advisors better serve their clients every day. As a Web Developer on our Creative Services team, you'll develop ...
Web Developer
Topeka, KS ยท On-site
At Advisors Excel, our technology and digital resources help independent financial advisors better serve their clients every day. As a Web Developer on our Creative Services team, you'll develop ...
Web Developer
Topeka, KS ยท On-site
At Advisors Excel, our technology and digital resources help independent financial advisors better serve their clients every day. As a Web Developer on our Creative Services team, you'll develop ...
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 ...
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 ...
If so, Advisors Excel may have the opportunity for you. As a Compliance Advertising Analyst, you'll play a critical role in supporting financial advisors by reviewing marketing materials for ...
If so, Advisors Excel may have the opportunity for you. As a Compliance Advertising Analyst, you'll play a critical role in supporting financial advisors by reviewing marketing materials for ...
Content Coordinator
Topeka, KS ยท On-site
At Advisors Excel, we're passionate about creating resources that help financial advisors grow their businesses. As our Content Coordinator, you'll play a critical role ensuring thousands of ...
Content Coordinator
Topeka, KS ยท On-site
At Advisors Excel, we're passionate about creating resources that help financial advisors grow their businesses. As our Content Coordinator, you'll play a critical role ensuring thousands of ...
... Advisors Excel, and we're looking for someone who is excited to grow with us and make a meaningful impact as we scale. In this role, you'll work directly with financial advisors to introduce, onboard ...
... Advisors Excel, and we're looking for someone who is excited to grow with us and make a meaningful impact as we scale. In this role, you'll work directly with financial advisors to introduce, onboard ...
Video & Audio Production Intern
Topeka, KS ยท On-site
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 ...
Video & Audio Production Intern
Topeka, KS ยท On-site
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 ...
Content Coordinator
Topeka, KS ยท On-site
At Advisors Excel, we're passionate about creating resources that help financial advisors grow their businesses. As our Content Coordinator, you'll play a critical role ensuring thousands of ...
Content Coordinator
Topeka, KS ยท On-site
At Advisors Excel, we're passionate about creating resources that help financial advisors grow their businesses. As our Content Coordinator, you'll play a critical role ensuring thousands of ...
Call Center Sales Director
Topeka, KS ยท On-site
$90 - $150/hr
Advisors Excel--one of the nation's largest independent financial services companies--is launching a brand-new lead generation and appointment-setting operation, and we're looking for a Call Center ...
Call Center Sales Director
Topeka, KS ยท On-site
$90 - $150/hr
Advisors Excel--one of the nation's largest independent financial services companies--is launching a brand-new lead generation and appointment-setting operation, and we're looking for a Call Center ...
Annuity Marketing Data Intern
Topeka, KS ยท On-site +1
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 ...
Annuity Marketing Data Intern
Topeka, KS ยท On-site +1
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 ...
Advisors Excel Jobs Information

Full-time
Medical, Dental, Vision, Retirement, PTO
Re-posted 1 hour ago
Job description
- Create, build, and maintain relationships with financial advisorโs offices by cold calling prospects to bring them onboard the Advisors Excel platform
- Build a list of qualified contacts through warm and cold calls
- Develop a complete knowledge of our annuity carriers and their product offerings with the ability to communicate strategy
- Assisting newly committed advisors in the on-boarding process through licensing and release
- Support writing advisors including the handling of incoming calls, returning emails or voicemails and working with other internal supporting teams as needed
- Execute marketing campaigns to prospects through e-mail, webinars and mail processes
- Work with our operations teams on escalated new business cases
- Previous sales experience
- Comfortability performing sales cold calls
- Excellent communication skills, both written and verbal
- Time management and ability to handle multiple tasks in a fast-paced environment
- Handle confidential information with upmost integrity
- Exceptional problem determination skills with a high attention to detail
- Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations
- Previous knowledge of fixed index annuity products
- Bachelorโs degree
- Amazing benefits including medical, dental, vision and 401k (with matching options)
- Generous PTO package from your start date
- Access to an on-site cafรฉ, gym and primary care
- Continuous personal and professional development opportunities
About Advisors Excel
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
Topeka, KS, US
Year founded
2005