Contract and Licensing Consultant

Advisors Excel, LLC; Topeka (KS); On-site; USD 52,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, vision

401k with matching

PTO from start

On-site gym

On-site café

Job summary

Advisors Excel, LLC in Topeka, KS seeks a Contract and Licensing Consultant to support appointment requests and licensing for our advisory network. This fast-paced role requires clear communication with staff, advisors, and insurance carriers, plus handling calls, emails, and contracting tasks.

Join a collaborative team in Annuity Operations, offering strong benefits and growth opportunities. This is an onsite position reporting to the Contract and Licensing Development Manager.

Qualifications

• Ability to interact with all personality types and with all levels of staff.
• Strong problem-solving and decision-making skills.
• Excellent time management and multi-tasking in a fast-paced environment.

Responsibilities

• Review and process all requests for appointments and licensing submitted by advisors.
• Create, update, and maintain all agent records.
• Follow up on pending contracts and appointments with insurance carriers.
• Answer phone calls and emails regarding agents’ questions in a timely manner.

Skills

Interpersonal skills

Problem-solving

Time management

PC proficiency

Job description

Position:Contract and Licensing Consultant

Location: Professional Building

4125 SW Gage Center Drive

Topeka, KS

Job Id:2760

# of Openings:2

Job Title: Contract and Licensing Consultant

Location: Topeka, KS – Onsite

Department: Annuity Operations

Reporting to: Contract and Licensing Development Manager

Overview:

As a Contract and Licensing Consultant, you are responsible for providing outstanding customer service to all our advisors when it comes to appointment requests and licensing. This fast-paced role requires you to be able to communicate effectively with all levels of staff, advisors, and insurance carriers. In addition, you will also be responsible for phone calls, emails, and existing agent contracting management.

What you’ll do:

• Review and process all requests for appointments and licensing submitted by our advisors
• Create, update, and maintain all agent records
• Follow up on pending contracts and appointments with insurance carriers
• Answer phone calls and emails regarding agents’ questions in a timely manner

Experience you’ll bring:

• Ability to interact with all personality types and with all levels of staff
• Problem-solving and decision-making skills
• Time management with the ability to handle multiple tasks in a fast-paced environment
• PC proficiency, ability to work on several platforms at once

Bonus Points:

• Prior experience working in either the insurance services industry or the financial services industry

What you’ll get:

• Amazing benefits, including medical, dental, vision, and 401k (with matching options)
• Generous PTO package upon your start date
• Access to an on-site café, gym, and primary care
• Continuous personal and professional development opportunitiesRecognition 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.