Time management and ability to handle multiple tasks in a fast-paced environment * Handle ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...

39 Advisors Excel Portfolio Manager Jobs Hiring Near You
Time management and ability to handle multiple tasks in a fast-paced environment * Handle ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
Time management and ability to handle multiple tasks in a fast-paced environment * Handle ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
Time management and ability to handle multiple tasks in a fast-paced environment * Handle ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
Web Developer
Topeka, KS · On-site
At Advisors Excel, our technology and digital resources help independent financial advisors better ... Manage user accounts, permissions, and platform access while supporting more complex setup requests.
Web Developer
Topeka, KS · On-site
At Advisors Excel, our technology and digital resources help independent financial advisors better ... Manage user accounts, permissions, and platform access while supporting more complex setup requests.
At Advisors Excel, we value innovative thinking, teamwork, and dedication to excellence. If you ... Create and manage projects in Adobe Premiere Pro, edit videos, and export final products for ...
At Advisors Excel, we value innovative thinking, teamwork, and dedication to excellence. If you ... Create and manage projects in Adobe Premiere Pro, edit videos, and export final products for ...
Web Developer
Topeka, KS · On-site
At Advisors Excel, our technology and digital resources help independent financial advisors better ... Manage user accounts, permissions, and platform access while supporting more complex setup requests.
Web Developer
Topeka, KS · On-site
At Advisors Excel, our technology and digital resources help independent financial advisors better ... Manage user accounts, permissions, and platform access while supporting more complex setup requests.
Trading Support Specialist
Topeka, KS · On-site
... from advisors * Manage trading activity across a variety of portfolio and household types ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
Trading Support Specialist
Topeka, KS · On-site
... from advisors * Manage trading activity across a variety of portfolio and household types ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
Web Production Artist
Topeka, KS · On-site
Advisors Excel's award-winning, in-house agency is looking for a highly talented individual to join ... Work closely with art directors, web designers and account managers * Update and maintain digital ...
New
Web Production Artist
Topeka, KS · On-site
Advisors Excel's award-winning, in-house agency is looking for a highly talented individual to join ... Work closely with art directors, web designers and account managers * Update and maintain digital ...
New
... Management more effectively. At Advisors Excel, we believe everything we do should make it easier ... such as portfolio management, financial planning, CRM, integrations, and digital account ...
... Management more effectively. At Advisors Excel, we believe everything we do should make it easier ... such as portfolio management, financial planning, CRM, integrations, and digital account ...
Annuity Marketing Data Intern
Topeka, KS · On-site +1
Data management and delivery in forms of dashboards and visualizations * Provide support in the ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
Annuity Marketing Data Intern
Topeka, KS · On-site +1
Data management and delivery in forms of dashboards and visualizations * Provide support in the ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
... Management more effectively. At Advisors Excel, we believe everything we do should make it easier ... such as portfolio management, financial planning, CRM, integrations, and digital account ...
... Management more effectively. At Advisors Excel, we believe everything we do should make it easier ... such as portfolio management, financial planning, CRM, integrations, and digital account ...
Web Development Intern
Topeka, KS · On-site
This internship focuses on hands-on website production, front-end implementation, CMS management, Q ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
New
Web Development Intern
Topeka, KS · On-site
This internship focuses on hands-on website production, front-end implementation, CMS management, Q ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
New
Licensing Onboarding Manager Location: Topeka, KS - Onsite Overview: Join Advisors Excel as an Onboarding Liaison and become the trusted partner that helps advisors launch and grow their businesses ...
Licensing Onboarding Manager Location: Topeka, KS - Onsite Overview: Join Advisors Excel as an Onboarding Liaison and become the trusted partner that helps advisors launch and grow their businesses ...
Advisor Service Associate
Topeka, KS · On-site
$14.75 - $19.75/hr
WM Operations Manager Location: Topeka, KS - Onsite Overview: If you enjoy a fast-paced, ever ... Advisors Excel is a fast-paced, innovative company that seeks to service independent financial ...
Advisor Service Associate
Topeka, KS · On-site
$14.75 - $19.75/hr
WM Operations Manager Location: Topeka, KS - Onsite Overview: If you enjoy a fast-paced, ever ... Advisors Excel is a fast-paced, innovative company that seeks to service independent financial ...
... from advisors * Manage trading activity across a variety of portfolio and household types ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
... from advisors * Manage trading activity across a variety of portfolio and household types ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
Life Reporting Intern
Topeka, KS · On-site
$13 - $17.25/hr
Ability to independently manage projects/tasks while navigating a variety of competing priorities ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
Life Reporting Intern
Topeka, KS · On-site
$13 - $17.25/hr
Ability to independently manage projects/tasks while navigating a variety of competing priorities ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
Advisor Service Associate
$13 - $17.25/hr
WM Operations Manager Location: Topeka, KS - Onsite Overview: If you enjoy a fast-paced, ever ... Advisors Excel is a fast-paced, innovative company that seeks to service independent financial ...
Advisor Service Associate
$13 - $17.25/hr
WM Operations Manager Location: Topeka, KS - Onsite Overview: If you enjoy a fast-paced, ever ... Advisors Excel is a fast-paced, innovative company that seeks to service independent financial ...
Director of Sales and Marketing
Topeka, KS · On-site
$90 - $120/hr
... Advisors Excel. In the role of a Director of Sales and Marketing, you'll get the chance to forge ... Time management and ability to handle multiple tasks in a fast-paced environment * Handle ...
Director of Sales and Marketing
Topeka, KS · On-site
$90 - $120/hr
... Advisors Excel. In the role of a Director of Sales and Marketing, you'll get the chance to forge ... Time management and ability to handle multiple tasks in a fast-paced environment * Handle ...
The Medicare Solutions team is a small but growing group within Advisors Excel, and we're looking ... Strong organizational skills: capacity to manage heavy workload while navigating a variety of ...
The Medicare Solutions team is a small but growing group within Advisors Excel, and we're looking ... Strong organizational skills: capacity to manage heavy workload while navigating a variety of ...
Compliance Advertising Analyst
Lenexa, KS · On-site
Compliance Advertising Manager Location : Topeka, KS or Lenexa, KS - Onsite Overview: Are you ... If so, Advisors Excel may have the opportunity for you. As a Compliance Advertising Analyst, you'll ...
Compliance Advertising Analyst
Lenexa, KS · On-site
Compliance Advertising Manager Location : Topeka, KS or Lenexa, KS - Onsite Overview: Are you ... If so, Advisors Excel may have the opportunity for you. As a Compliance Advertising Analyst, you'll ...
Annuity Marketing Data Intern
Topeka, KS · On-site
Data management and delivery in forms of dashboards and visualizations * Provide support in the ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
Annuity Marketing Data Intern
Topeka, KS · On-site
Data management and delivery in forms of dashboards and visualizations * Provide support in the ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...
Advisors Excel Jobs Information
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Full-time
Medical, Dental, Vision, Retirement, PTO
Re-posted 6 days ago
Job description
- 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 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
- Bachelor’s degree
- Amazing benefits including medical, dental, vision and 401k (with matching options)
- Generous PTO package from your start date
- Access to an on-site café, 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