Life Reporting Intern

Advisors Excel, LLC; Topeka (KS); On-site; USD 20,664,000 - 27,552,000; Full time

Benefits offered by this job

On-site café

On-site gym

Employee sponsored events

Job summary

Advisors Excel, LLC is seeking a Life Reporting Intern to support data reporting for life marketing campaigns in Topeka, onsite. You will handle data requests, analyze results, and maintain internal data systems with accuracy.

This internship offers hands-on analytics exposure, project work, and opportunities for professional development. Ideal candidates are detail-oriented with strong MS Office skills and excellent communication.

Qualifications

• Excellent written and verbal communication skills.
• Strong MS Office knowledge (Word, Excel, PowerPoint, Outlook).
• Ability to evaluate data metrics and provide insights.
• Detail oriented with focus on quality.
• Able to manage projects/tasks independently.
• Strong interpersonal communication across staff levels.

Responsibilities

• Data analytics and reporting for campaigns and initiatives.
• Maintaining the life reporting inbox and completing data requests.
• Analyze data results to support marketing campaigns and drive life business.
• Maintain internal data systems for accuracy and currency.
• Build data tracking opportunities within internal systems.

Skills

Excellent written communication

Verbal communication

MS Office proficiency

Data analysis mindset

Detail oriented

Project management

Education

Currently or previously enrolled in secondary education

Tools

MS Office (Word, Excel, PowerPoint, Outlook)

Job description

Reporting to: Director of Life Marketing

Location: Topeka, KS - Onsite

Overview:

We are looking for a Life Reporting Intern to join our Life Marketing team! The Life Reporting Intern will assist with the implementation of data reporting and complete data requests to help drive life business. If you are an individual with great attention to detail, can keep up with a fast-paced environment and enjoy working with others, this internship could be perfect for you!

What you’ll do:

• Data analytics and reporting for our campaigns and initiatives
• Maintaining the life reporting inbox completing both internal and external data requests
• Analyze data results to help develop marketing campaigns and drive life business
• Provide maintenance to internal data systems to ensure up to date and correct information
• Build data tracking opportunities within internal data systems supporting marketing campaigns
• Project/Event work as assigned by the Director of Life Marketing
• Other duties as assigned

Experience you’ll bring:

• Excellent written and verbal communication skills
• Strong knowledge of MS Office, including Word, Excel, PowerPoint and Outlook
• Ability to critically evaluate data metrics to provide insights and recommendations
• Detail oriented, focused on quality in all aspects of your work
• Ability to independently manage projects/tasks while navigating a variety of competing priorities
• Outstanding communication skills with the ability to interact with all personality types and with all levels of staff

Bonus Points:

• Experience with data analytics
• Currently or previously enrolled in secondary education program

What you’ll get:

• Access to an on-site café and gym
• 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.