Job Title: Contract and Licensing Consultant Location: Topeka KS onsite Department: Annuity Operations Reporting to: Contract and Licensing Manager 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 youll do: - Review and process all requests for appointments and licensing submitted by our advisors
- Create update and maintain all agent records
- Followup on pending contracts and appointments with insurance carriers
- Answer phone calls and emails regarding agents questions in a timely manner
Experience youll bring: - Strong communication skills
- Ability to interact with all personality types and with all levels of staff
- Problem solving and decisionmaking skills
- Time management with the ability to handle multiple tasks in a fastpaced environment
- PC proficiency ability to work on several platforms at once
Bonus Points: - Bachelors degree
- Prior experience working in either the insurance services industry or financial services industry
- Previous customer service experience
What youll get: - Amazing benefits including medical dental vision and 401k (with matching options)
- Generous PTO package upon your start date
- Access to an onsite caf gym and primary care
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
- Employee sponsored eventsand 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. #LIRH1
| Required Experience:
Contract