Advisor Experience Partner (Hybrid)

Colonial Group; Topeka (KS); Híbrido; USD 70.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive salary

Annual incentive bonuses

33 days PTO (including holidays)

Parental leave after 90 days

Medical, dental & vision insurance

401(k) with company match

Descripción de la vacante

Security Benefit in Topeka, Kansas seeks an Advisor Experience Consultant to serve as a dedicated partner to our advisors, delivering service, guidance, and resources to grow their business and achieve client outcomes. The role reports to the Director – Internal Sales, Head of Training and Advisor Experience and offers hybrid work from our Topeka home office.

You will manage advisor relationships, resolve complex inquiries, and coordinate with Sales, Ops, Tech, and Compliance to drive growth and

Formación

• 4-8 years of experience in Sales and Service or Administration with 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 initiative and follow-through.
• Excellent communication, presentation, and interpersonal skills to shape outcomes and build trust.
• Strong customer service and relationship-building skills to interact with all levels of staff and management.

Responsabilidades

• Be the primary contact for assigned advisors for operational support.
• Develop trusted relationships by understanding advisor business models, goals, and service needs.
• Resolve complex operational, product, and platform 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 and maintain confidentiality of sensitive information.
• Stay current on compliance policies and firm protocols.
• Conduct onboarding sessions for new advisors and build trusted relationships with advisor teams.
• Identify opportunities to support growth and operational excellence and act as liaison between advisors and internal departments.

Conocimientos

Sales & Service

Administration

Communication

Interpersonal skills

Customer service

Team collaboration

Educación

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

Herramientas

Microsoft 365

Descripción del empleo

Security Benefit in Topeka, Kansas seeks an Advisor Experience Consultant to serve as a dedicated partner to our advisors, delivering service, guidance, and resources to grow their business and achieve client outcomes. The role reports to the Director – Internal Sales, Head of Training and Advisor Experience and offers hybrid work from our Topeka home office.

You will manage advisor relationships, resolve complex inquiries, and coordinate with Sales, Ops, Tech, and Compliance to drive growth and