Contract and Licensing Consultant

Advisors Excel

paid time off, 401(k)

United States, Topeka

4125 Southwest Gage Center Drive (Show on map)

May 19, 2023

Position:
Contract and Licensing Consultant

Location:	4125 SW Gage Center Drive
	Topeka, KS

Job Id:
1676

# of Openings:
3

Position: Contract and Licensing Consultant

Department: Annuity Operations

Overview:

As a Contract and Licensing Consultant you are responsible for providing outstanding customer service to all our advisors when it comes to appointment requests and licensing. This fast pace role requires you to be able to communicate effectively with all levels of staff, advisors and insurance carriers. In addition, you will also be responsible for phone calls, emails and existing agent contracting management.

What you'll do:

Review and process all requests for appointments and licensing submitted by our advisors
Create, update and maintain all agent records
Follow-up on pending contracts and appointments with insurance carriers
Answer phone calls and emails regarding agents' questions in a timely manner

Experience you'll bring:

Strong communication skills
Ability to interact with all personality types and with all levels of staff
Problem solving and decision-making skills
Time management with the ability to handle multiple tasks in a fast-paced environment
PC proficiency, ability to work on several platforms at once

Bonus Points:

Bachelor's degree
Prior experience working in either the insurance services industry or financial services industry
Previous customer service experience

What you'll get:

Amazing benefits including medical, dental, vision and 401k (with matching options)
Instant paid time off
Access to an on-site primary care, cafe, and gym
Continuous personal and professional development opportunities
Recognition for hard work & exemplary performance

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.

Apply for this Position