Annuity Operations Associate

Advisors Excel; Topeka (KS); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with matching

Paid time off (PTO)

On-site café and gym

Professional development opportunities

Employee events

Job summary

Advisors Excel is seeking an Annuity Operations Associate in Topeka, KS to support the annuity application process. You will handle calls and emails to advance pending applications, record statuses in internal systems, and work with transfer companies to ensure funds move smoothly.

The role emphasizes customer service, accuracy, and timely communication with advisors and their offices, with opportunities to grow within the department as proficiency increases.

Qualifications

• Must manage heavy workload with changing priorities.
• Excellent written and verbal communication.
• Detail-oriented and quality-focused.
• Proficient with multiple software platforms.
• Able to work independently and within a team.

Responsibilities

• Conduct calls and emails to follow up on pending applications.
• Record statuses in internal tracking system.
• Coordinate with transfer companies to confirm funds.
• Communicate with advisors and staff on status.

Skills

Strong organizational skills

Professional communication

Detail-oriented

Multitasking across platforms

Independent yet team-oriented

Job description

Reporting to: Annuity Operations Manager

Location: Topeka, KS - Onsite

Overview

Are you someone who loves detail-oriented work? Our Annuity Operations Department plays an integral role in processing new annuity business for our advisors. From reviewing applications, following up on pending business to post-issue maintenance, our team is dedicated to moving the business forward.

Customer service is at the forefront of this team's mind - representing AE in the most positive way possible while delivering timely and quality results. As an Associate, you will learn about our industry and the entire annuity application process. After building a foundation of knowledge, you will have the ability to advance within the department as you gain proficiency in various aspects of the application process.

What You’ll Do

• Conduct calls and send email communication to follow up on pending applications to ensure they are being processed in a timely manner
• Record the status of pending applications in our internal tracking system
• Diligently communicate with transfer companies to confirm funds are moving
• Correspond with advisors and their office staff on the status of pending business

Experience You’ll Bring

• Strong organizational skills; capacity to manage heavy workload while navigating a variety of competing, ever-changing priorities
• Confident, professional, and articulate in written and verbal communication; ability to build a rapport with all personality types and all levels of staff
• Detail-oriented, focused on quality in all aspects of your work
• PC proficiency, ability to work on several platforms at once
• Ability to work independently, but also as a collaborative team member

Bonus Points

• Prior experience working in the financial services industry

What You’ll Get

• Amazing benefits including medical, dental, vision, and 401k (with matching options)
• Generous PTO package from your start date
• Access to an on-site café, gym, and primary care
• Continuous personal and professional development opportunities
• Recognition for hard work & exemplary performance
• Employee-sponsored events...and 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.