Advisors Excel
Advisors Excel

46 Advisors Excel Financial Advisor Jobs Hiring Near You

... 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 ...

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 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 ...

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

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 ...

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 ...

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 ...

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Director of Sales and Marketing

Advisors Excel

Topeka, KS

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 15 days ago


Job description

Position: Director of Sales and Marketing
Department: Annuity Marketing
Reports to: VP of Advisor Development
Overview:
As a part of the largest and fastest growing Independent Marketing Organization, our Annuity Marketing team plays a crucial part in the success of Advisors Excel. In the role of a Director of Sales and Marketing, youโ€™ll get the chance to forge and build relationships with Financial Advisors across the country. Your key responsibility will be to recruit new advisors and provide an incredible on-boarding experience for them.
What youโ€™ll do:
  • Create, build, and maintain relationships with financial advisorโ€™s 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
Experience youโ€™ll bring:
  • 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
Bonus Points:
  • Previous knowledge of fixed index annuity products
  • Bachelorโ€™s degree
What youโ€™ll get:
  • 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
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 advisorsโ€™ 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 โ€“ as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.