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 ...

46 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
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 ...
Director of AI Enablement
Lenexa, KS ยท On-site
... Advisors Excel, we're taking a thoughtful and reimagined approach to what comes next. We're looking for a Director of AI Enablement to help shape how our employees, leaders, and financial advisor ...
Director of AI Enablement
Lenexa, KS ยท On-site
... Advisors Excel, we're taking a thoughtful and reimagined approach to what comes next. We're looking for a Director of AI Enablement to help shape how our employees, leaders, and financial advisor ...
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 ...
Advisors Excel is seeking a Managing Director to lead the structuring, execution, and ongoing management of strategic equity investment partnerships with independent financial advisory firms within ...
Advisors Excel is seeking a Managing Director to lead the structuring, execution, and ongoing management of strategic equity investment partnerships with independent financial advisory firms within ...
Managing Director - Strategic Equity Investment Partnerships
Topeka, KS ยท On-site
$150 - $190/hr
Advisors Excel is seeking a Managing Director to lead the structuring, execution, and ongoing management of strategic equity investment partnerships with independent financial advisory firms within ...
New
Managing Director - Strategic Equity Investment Partnerships
Topeka, KS ยท On-site
$150 - $190/hr
Advisors Excel is seeking a Managing Director to lead the structuring, execution, and ongoing management of strategic equity investment partnerships with independent financial advisory firms within ...
New
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 ...
Strategic Marketing & Performance Coach
$81K - $100K/yr
Working directly with independent financial advisors, you will translate their business goals into clear, repeatable marketing plans that span Advisors Excel's TV, radio, and digital platforms, then ...
New
Strategic Marketing & Performance Coach
$81K - $100K/yr
Working directly with independent financial advisors, you will translate their business goals into clear, repeatable marketing plans that span Advisors Excel's TV, radio, and digital platforms, then ...
New
Web Production Artist
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 ...
Web Production Artist
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 ...
Web Development 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 ...
Web Development 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 ...
Financial Reporting Accountant
Lenexa, 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 ...
Financial Reporting Accountant
Lenexa, 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 ...
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 ...
$150 - $190/hr
Advisors Excel is seeking a Managing Director to lead the structuring, execution, and ongoing management of strategic equity investment partnerships with independent financial advisory firms within ...
New
$150 - $190/hr
Advisors Excel is seeking a Managing Director to lead the structuring, execution, and ongoing management of strategic equity investment partnerships with independent financial advisory firms within ...
New
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 ...
Onboarding Liaison
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 ...
Onboarding Liaison
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 ...
... 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 ...
... 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 ...
Senior Annuity Planner
Topeka, KS ยท On-site
Recognition for hard work & exemplary performance Who We Are: (this section will always stay the same) Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
Senior Annuity Planner
Topeka, KS ยท On-site
Recognition for hard work & exemplary performance Who We Are: (this section will always stay the same) Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
Team Support Specialist
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 ...
Team Support Specialist
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 ...
Advisors Excel Jobs Information
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Full-time
Medical, Dental, Vision, Retirement, PTO
Re-posted 15 days 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