Director of Sales and Marketing

Advisors Excel, LLC; Topeka (KS); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401k with matching options

PTO

On-site café & gym

Professional development opportunities

Job summary

Advisors Excel, a leading Independent Marketing Organization, seeks a Director of Sales and Marketing to recruit financial advisors nationwide and provide a streamlined onboarding experience. The role sits within the Annuity Marketing department and reports to the VP of Advisor Development.

You will develop relationships, coordinate licensing, and support onboarding while driving targeted marketing campaigns and cross-team collaboration to grow the advisor base and продукт offerings.

Qualifications

• Ability to cold call and recruit financial advisors
• Excellent written and verbal communication skills
• Strong time management and multitasking capabilities
• Maintain confidentiality with integrity
• High attention to detail and problem-solving
• Ability to read and interpret business materials and regulatory information

Responsibilities

• Create, build, and maintain relationships with financial advisors nationwide via cold calls and onboarding
• Build a qualified prospect list through warm and cold outreach
• Develop knowledge of annuity carriers and products and communicate strategies
• Assist newly committed advisors in licensing and releases during onboarding
• Support writing advisors by handling calls, emails, and coordinating with internal teams
• Execute marketing campaigns to prospects via email, webinars, and mail processes
• Collaborate with operations on escalated new business cases

Skills

Cold calling

Written & verbal communication

Time management

Integrity

Detail orientation

Business reading & analysis

Job description

Position: Director of Sales and Marketing

Location: 2950 SW McClure Rd, Topeka, KS

Job Id: 2685

# of Openings: 1

Department: Annuity Marketing

Reports to: VP of Advisor Development

Overview

As a part of the largest and fastest growing Independent Marketing Organization, our Annuity Marketing team plays a crucial part in the success of Advisors Excel. In the role of a Director of Sales and Marketing, you’ll get the chance to forge and build relationships with Financial Advisors across the country. Your key responsibility will be to recruit new advisors and provide an incredible on-boarding experience for them.

What you’ll do

• Create, build, and maintain relationships with financial advisor’s offices by cold calling prospects to bring them onboard the Advisors Excel platform
• Build a list of qualified contacts through warm and cold calls
• Develop a complete knowledge of our annuity carriers and their product offerings with the ability to communicate strategy
• Assisting newly committed advisors in the on-boarding process through licensing and release
• Support writing advisors including the handling of incoming calls, returning emails or voicemails and working with other internal supporting teams as needed
• Execute marketing campaigns to prospects through e-mail, webinars and mail processes
• Work with our operations teams on escalated new business cases

Experience you’ll bring

• Comfortability performing sales cold calls
• Excellent communication skills, both written and verbal
• Time management and ability to handle multiple tasks in a fast-paced environment
• Handle confidential information with upmost integrity
• Exceptional problem determination skills with a high attention to detail
• Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations

Bonus Points

• Previous knowledge of fixed index annuity products

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

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.