Annuity Operations Specialist (Onsite) – Topeka

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

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.