Contract and Licensing Development Manager

Advisors Excel, LLC; Topeka (KS); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k with matching

Paid time off

On-site cafe and gym

Job summary

Advisors Excel is a fast-paced, client-focused firm in Topeka, KS. We seek a Contract & Licensing Development Manager to lead the team that licenses financial advisors and sets up products with partner carriers for annuity, life insurance, and Medicare offerings.

You will coach and develop staff, manage schedules and workload, interview and train new team members, and partner with AE teams and carriers to streamline processes and improve the advisor experience. Onsite at our Topeka location.

Qualifications

• 3+ years in contracting and licensing in financial services or insurance.
• Experience managing people in regulated, high-volume operations.
• Strong communication and relationship-building skills.
• Ability to handle a heavy workload with changing priorities.
• Bachelor’s degree in a related field.

Responsibilities

• Lead the team’s day-to-day work – track workload and deadlines, coordinate staffing, and ensure advisor requests are handled accurately and on time.
• Coach and develop your team through regular one-on-ones, clear expectations, and feedback on productivity and quality.
• Manage team schedules, time-off requests, timecards, and assist interview, hiring, and training of new staff.
• Be the go-to person for escalated advisor requests and review the team’s work for quality.
• Partner with insurance companies and AE teams to improve processes and advisor/employee experience.

Skills

Team leadership

Coaching

Communication

Organization

Problem solving

Decision making

Time management

Education

Bachelor's degree in related field

Job description

Position:Contract and Licensing Development Manager

Location: Professional Building

4125 SW Gage Center Drive

Topeka, KS

Job Id:2776

# of Openings:1

Position: Contract and Licensing Development Manager

Department: Annuity Operations

Reporting to: Contract and Licensing Manager

Location: Topeka, KS - Onsite

Overview:

Do you love leading a team and making sure the work gets done right the first time? As our Contract & Licensing Development Manager, you’ll lead the team that gets financial advisors licensed and set up to offer annuity, life insurance, and Medicare products through the insurance companies we partner with. You’ll keep the team’s daily work on track, coach your team members to grow, and step in when tough issues come up.

What you’ll do:

• Lead the team’s day-to-day work – track workload and deadlines, coordinate phone coverage, and shift resources so every advisor request is handled accurately and on time
• Coach and develop your team through regular one-on-ones, clear expectations, and honest feedback on productivity and quality
• Manage team schedules, time-off requests, and timecards, and help interview, hire, and train new team members
• Be the go-to person for escalated advisor requests and complex issues, and review the team’s work for quality
• Partner with insurance companies and other AE teams (Marketing, Compliance, and New Business) to improve processes and create a better experience for advisors and employees

Experience you’ll bring:

• 3+ years’ experience in one of the following:
  • Contracting and licensing in the financial services or insurance industry, or
  • Managing people (direct reports, scheduling, performance feedback) in financial services, insurance, or another regulated, high-volume operations environment such as banking, claims, mortgage, or health insurance
• A genuine desire to lead a team and help people grow in their careers
• Confident, professional written and verbal communication, with the ability to build rapport with all personality types and levels of staff
• Strong organizational skills and the ability to manage a heavy workload with competing, changing priorities
• Ability to motivate people, defuse conflict, and stay steady in difficult situations
• Strong problem-solving and decision-making skills with great attention to detail

Bonus Points:

• Experience in both contracting and licensing and people management
• Experience with annuity, life insurance, or Medicare carrier contracting and appointments
• Knowledge of state insurance licensing requirements
• Bachelor’s degree in a related field

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.