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Advisors Excel
Advisors Excel

20 Advisors Excel Portfolio Manager Jobs Hiring Near You

Advisors Excel

Call Center Sales Manager

Lenexa, KS · On-site

Advisors Excel Reporting to: President of National Lead Generation Location: Lenexa, KS or Topeka ... Experience with CRM systems and outbound dialing technology. * Strong leadership, communication ...

Advisors Excel

Director of Sales and Marketing

Topeka, KS · On-site

$90 - $130/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 ...

Advisors Excel

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.

Advisors Excel

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.

Advisors Excel

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 ...

Advisors Excel, LLC

Call Center Sales Director

Topeka, KS · On-site

$90 - $150/hr

Advisors Excel--one of the nation's largest independent financial services companies--is launching ... Evaluate and help implement CRM, dialer, and other call center technologies that support business ...

Advisors Excel

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 ...

Advisors Excel

Content Coordinator

Topeka, KS · On-site

At Advisors Excel, we're passionate about creating resources that help financial advisors grow ... Content Management * Organize, upload, and maintain digital resources within our Daily Business ...

Advisors Excel

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 ...

Advisors Excel

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 ...

Advisors Excel

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 ...

Advisors Excel

Advisor Service Associate

Topeka, KS · On-site

$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 ...

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Infographic showing various Portfolio Manager job openings at Advisors Excel in the United States as of August 2026, with employment types broken down into 19% Internship, and 81% Full Time. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution.

Call Center Sales Manager

Advisors Excel

Lenexa, KS • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Position: Call Center Sales Manager
Department: Advisors Excel
Reporting to: President of National Lead Generation
Location: Lenexa, KS or Topeka, KS - Onsite
Overview:
This isn't a "maintain the machine" job. You're helping to building it.
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 Sales Manager to help bring it to life.
In this role, you'll recruit and develop a high-performing team, establish the processes and technology that drive success, and lead the day-to-day operation. You'll help build the foundation for a scalable, high-performing call center while shaping the future of this growing division and creating meaningful value for Advisors Excel partners
What you’ll do:
  • Recruit, hire, train, coach, and develop a high-performing team of Call Center Representatives focused on creating quality consumer connections and advisor opportunities
  • Lead daily call center operations while establishing scalable processes, workflows, and quality standards.
  • Monitor and improve key performance metrics, including contact rates, qualification rates, appointments booked, and appointments held.
  • Develop call scripts, coaching strategies, and quality assurance programs that drive consistent results.
  • Work alongside your team during the early stages of the department by assisting with outbound calling and appointment setting as needed.
  • Partner with senior leadership to establish operational processes, optimize lead management, and enhance the advisor handoff experience.
  • Analyze performance data, identify opportunities for improvement, and implement solutions that increase efficiency and effectiveness.
Experience you’ll bring:
  • Experience with outbound sales, inside sales, call center, or appointment-setting experience.
  • Experience leading or coaching high-performing sales or customer service teams.
  • Experience building processes, workflows, or team structures in a growing or changing environment.
  • Demonstrated success working in a metrics-driven sales environment.
  • Experience with CRM systems and outbound dialing technology.
  • Strong leadership, communication, and problem-solving skills.
  • A proactive mindset with the ability to thrive in a fast-paced, evolving environment.
Bonus Points:
  • Experience building or expanding a sales or call center operation.
  • Experience in financial services, insurance, annuities, Medicare, or a related industry.
  • Familiarity with GoHighLevel or similar CRM platforms.
What you’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 café, gym and primary care
  • Continuous personal and professional development opportunities
  • Recognition for hard work amp; 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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