Advisors Excel Jobs in United States

Join Advisors Excel as an Onboarding Liaison and become the trusted partner that helps advisors launch and grow their businesses faster. · Review and process agent/marketing team requests for appointments and licensing, · ensuring accuracy and complete forms.Forward completed con ...

A financial services company in Topeka, KS, is looking for a Contract and Licensing Consultant to provide exceptional service to financial advisors regarding appointment requests and licensing. Key responsibilities include processing requests, maintaining agent records, and commu ...

Position: Compliance Examiner · Department: Compliance · Reporting to: Compliance Manager · Location: Topeka, KS/ Lenexa, KS - or fully remote for qualified candidates · Overview: · We are seeking a highly motivated individual to join our Compliance Examination team. As part of ...

Are you ready to make a meaningful impact on the lives of business owners nationwide? Do you possess valuable leadership experience waiting to be shared? · ...

Job Title: Contract and Licensing Consultant · Location: Topeka, KS - onsite · Department: Annuity Operations · Reporting to: Contract and Licensing Development Manager · Overview: · As a Contract and Licensing Consultant, you are responsible for providing outstanding customer s ...

Join Advisors Excel as an Onboarding Liaison and become the trusted partner that helps advisors launch and grow their businesses faster. · ...

We are seeking an experienced Compliance Specialist II specializing in Complaints and Investigations. · The ideal candidate will have 3-5 years of financial services industry experience, an active Series 7 license, and excellent written communication skills. · Perform complex inv ...

The Television Project Manager plays a key role in bringing Advisors Excel clients to life on television. · ...

Our Annuity Marketing team is seeking a Sales & Marketing Project Intern to join the team this upcoming summer Join a collaborative team where you'll gain hands-on experience supporting marketing and sales initiatives, develop professional skills and make a real impact on the tea ...

Job Description: · Our team is looking for an Ambassador of First Impressions to join our passionate and driven First Impressions team at Advisors Excel. · Key Responsibilities:Answer high-volume phone calls with positive professionalism. · Greet clients and guests warmly upon ar ...

Are you someone who loves detail-oriented work? Our Annuity Operations Department plays an integral role in processing new annuity business for our advisors. · ...

Behind every life insurance policy is a client counting on things to work exactly as they should. As a Life Inforce Specialist, you'll play a critical role in supporting our producers, Sales VPs, and Case Managers by handling post-sale service inquiries for inforce life insurance ...

We are looking for an interpersonal individual to join a collaborative team as a friendly first impression for employees, clients and guests. · Answer high volume of inbound phone calls with positive professional demeanor · ...

Overview · Advisors Excel is looking for an interpersonal, committed individual to join a passionate and driven First Impressions team. In many other organizations the receptionist acts as a lone wolf, handling monotonous tasks, but not here At AE you would be part of an energeti ...

+Are you passionate about orchestrating unforgettable experiences? Do you excel in organizing and executing intricate event details? If so, we invite you to join our Strategy Team as an Events Manager, where you'll play a pivotal role in crafting exceptional event experiences for ...

Billing Specialist · A crucial member of our Finance team responsible for ensuring billing operations accuracy through data analysis and process oversight. · Analyze & Reconcile Large Data Sets: Review billing data for discrepancies and resolve inconsistencies through deep data a ...

Job Overview · Conduct ongoing surveillance of registered representatives and advisor activity to ensure adherence to firm and regulatory requirements. · Review daily surveillance and exception reports using internal systems and tools. · The ideal candidate should have strong ana ...

Position: Billing Specialist · Department: Accounting · Reporting to: Billing Manager · Location: Topeka, KS - Onsite · Overview: · Are you highly data driven, analytical, and comfortable working with large, complex data sets? Our Billing Specialist is a crucial member of our Fin ...

AE Media is seeking an experienced and strategic Director of Media Placement to lead our high-performing Media Buying Team. · Lead, mentor, and grow a dynamic Media Buying Team, · Manage recruiting, · Oversight all aspects of radio and TV media placement strategy, · ...

We are looking for an interpersonal and committed individual to join our First Impressions team. You will be part of a collaborative team that serves as a friendly first impression to employees, clients and guests. · Answer high volume of inbound phone calls with positive profess ...