Annuity Operations Associate

Advisors Excel, LLC; Topeka (KS); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k with matching

PTO

Job summary

Advisors Excel is seeking an Associate for the Annuity Operations team in Topeka, KS. This onsite role focuses on processing new annuity applications, following up on pending business, and handling post-issue maintenance with accuracy and timeliness.

You will build knowledge of the annuity application process, communicate with advisors, and contribute to a collaborative team that values quality and service. Benefits include medical, dental, vision, 401k, and generous PTO.

Qualifications

• Strong organizational skills to manage a heavy workload.
• Professional written and verbal communication.
• Attention to detail and quality focus.
• Ability to work on multiple platforms concurrently.
• Independent yet collaborative team member.

Responsibilities

• Conduct calls and email communication to follow up on pending applications ensuring timely processing.
• Record 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

Skills

Organizational skills

Communication skills

Detail oriented

Multitasking

Team player

Job description

Reporting to: Annuity Operations Manager

Location: Topeka, KS - Onsite

Overview:

Are you someone that 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 teams’ 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 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 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.