Advisor Experience Consultant

Security Benefit; Topeka (KS); Ibrido; USD 70.000 - 110.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive salary

Paid time off and holidays

Parental leave

Medical, dental, and vision insurance

401(k) with company match

Descrizione del lavoro

Security Benefit in Topeka, KS seeks an Advisor Experience Consultant to partner with our financial advisors, delivering proactive operational support and guidance. The role covers relationship management, training, and cross‑functional collaboration to enhance advisor productivity and client outcomes.

You’ll work from our home office in Topeka with a hybrid schedule, serving as a liaison among Sales, Operations, Technology, and Compliance while helping advisors optimize tools and workflows.

Competenze

• Bachelor’s degree preferred.
• 4-8 years of experience in Sales and Service or Administration with annuity/mutual fund knowledge preferred.
• Strong knowledge of annuities and mutual fund custodial platforms.
• Excellent communication, presentation, and interpersonal skills with the ability to shape outcomes and build trust.

Mansioni

• Be the primary point of contact for assigned advisors for operational support.
• Develop trusted relationships by understanding advisor business models, goals, and service needs.
• Resolve more complex operational, product, and platform-related inquiries quickly and effectively.
• Coordinate with Sales, Operations, Technology, and Compliance to address escalations.
• Proactively engage with advisors to provide best practices and insights to enhance productivity and satisfaction.
• Assist advisors on key systems and advisor tools, including trading systems, websites and account workflows.
• Troubleshoot system issues and guide advisors on feature usage and workflow optimization.
• Share system feedback with internal teams.
• Ensure all activities meet regulatory guidelines, internal controls, and audit requirements.
• Maintain confidentiality of sensitive financial and client information.
• Stay current on compliance policies, industry regulations, and firm protocols.
• Conduct onboarding sessions for new advisors, ensuring strong understanding of tools, processes, and support resources.
• Build trusted relationships with advisor teams; understand their businesses and proactively identify opportunities to support growth and operational excellence.
• Serve as a liaison between advisors and internal departments to anticipate needs and streamline interactions.
• Identify recurring service trends and recommend process improvements.
• Capture advisor feedback to inform enhancements to systems, workflows, and tools.
• Provide training and support on platforms, tools, and business initiatives.
• Contribute to the continuous improvement of the Advisor Experience program by sharing ideas, trends, and opportunities for innovation.

Conoscenze

Relationship management

Customer service

Communication skills

Presentation skills

Interpersonal skills

Problem solving

Initiative

Team collaboration

Annuities knowledge

Regulatory awareness

Formazione

Bachelor’s degree in business, finance, communications, or related field

Strumenti

Microsoft 365

Descrizione del lavoro

We're Looking for an experienced Advisor Experience Consultant!

Security Benefit is a leader in the U.S. retirement market with more than $75 billion in assets under management. We offer opportunities to thrive, innovate, and make an impact. As part of our team, you’ll play a key role in driving the future of the U.S. retirement industry. Security Benefit is a PLACE where we promise to help our customers To and Through Retirement®.

We’re proud to have been recognized as one of the best in the business:

• Named to Ward’s 50 list of top-performing life-health insurance companies
• Recognized on list of Ingram’s Top 100 Private Companies in the Kansas City area in 2024

About the Role:

As an Advisor Experience Consultant you’ll serve as a dedicated relationship partner to our advisors, delivering exceptional service, operational guidance, and support and resources needed to grow their business and deliver excellent client outcomes. The Consultant independently manages advisor relationships, resolves moderately complex issues, and collaborates cross-functionally to enhance the overall advisor experience.

The Advisor Experience Consultant position reports to the Director – Internal Sales, Head of Training and Advisor Experience and will be based out of our home office in Topeka, Kansas. We work a hybrid schedule, offering flexibility to work both remotely and on-site.

Advisor Relationship Management & Operational Support

• Be the primary point of contact for assigned advisors for operational support.
• Develop trusted relationships by understanding advisor business models, goals, and service needs.
• Resolve more complex operational, product, and platform-related inquiries quickly and effectively.
• Coordinate with Sales, Operations, Technology, and Compliance to address escalations.
• Proactively engage with advisors to provide best practices and insights to enhance productivity and satisfaction.

Technology & Platform Support

• Assist advisors on key systems and advisor tools, including trading systems, websites and account workflows.
• Troubleshoot system issues and guide advisors on feature usage and workflow optimization.
• Share system feedback with internal teams.

Compliance & Risk Management

• Ensure all activities meet regulatory guidelines, internal controls, and audit requirements.
• Maintain confidentiality of sensitive financial and client information.
• Stay current on compliance policies, industry regulations, and firm protocols.

Advisor Onboarding & Relationship Development

• Conduct onboarding sessions for new advisors, ensuring strong understanding of tools, processes, and support resources.
• Build trusted relationships with advisor teams; understand their businesses and proactively identify opportunities to support growth and operational excellence.
• Serve as a liaison between advisors and internal departments to anticipate needs and streamline interactions.

Experience Enhancement & Education

• Identify recurring service trends and recommend process improvements.
• Capture advisor feedback to inform enhancements to systems, workflows, and tools.
• Provide training and support on platforms, tools, and business initiatives.
• Contribute to the continuous improvement of the Advisor Experience program by sharing ideas, trends, and opportunities for innovation.

What We’re Looking For:

• Bachelor’s degree in business, finance, communications, or related field preferred.
• 4-8 years of experience in Sales and Service or Administration environment with extensive knowledge of annuity and/or mutual fund business preferred.
• Strong knowledge of annuities, mutual fund custodial platforms, brokerage/advisory accounts, and regulatory considerations.
• Ability to work independently with strong initiative and motivation with excellent follow-through.
• Excellent communication, presentation, and interpersonal skills with the ability to shape outcomes and build trust.
• Possess strong customer service and relationship building skills with the ability to interact positively and successfully with all levels of staff and management to meet business needs.
• Willingness to develop a broad understanding of products, services, policies, procedures, regulations, and laws for effective performance.
• A team player who enjoys collaboration and able to facilitate the resolution of issues.
• Proficiency in Microsoft 365 (Word, Excel, Outlook).

Why Choose Security Benefit?

When you join our team, you’re not just getting a paycheck — you’re getting a career path full of growth opportunities, plus a robust benefits package that puts your well-being first. Here’s what you can expect as a full-time Security Benefit associate:

• Competitive salary and annual incentive bonuses to reward your contributions.
• 33 days of paid time off (including PTO, holidays, Volunteer Day, and days of significance).
• Paid parental leave after 90 days of service.
• Comprehensive medical, dental & vision insurance.
• 401(k) with company match, plus Profit Sharing & Savings Plan.
• Short- and Long-Term Disability Insurance to give you peace of mind.
• Flexible Spending Accounts for medical and dependent care.
• Life Insurance to protect your loved ones.
• Educational assistance to support your career development.
• Associate assistance programs for your personal and professional well-being.

Security Benefit is an Equal Opportunity Employer.