Senior Annuity Planner

Advisors Excel; Topeka (KS); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401k with matching

Generous PTO

On-site facilities and development

Job summary

Advisors Excel in Topeka, KS seeks a Senior Annuity Planner to support a nationwide network of Financial Advisors. You will evaluate annuity products, guide advisor selections, and act as a liaison among teams to ensure compliant, client-focused solutions.

The role requires 18+ months in annuity product experience, especially fixed index annuities, strong communication, and superb organization. On-site benefits include medical/dental/vision, 401k matching, generous PTO, and ongoing professional

Qualifications

• 18+ months annuity product experience; knowledge of fixed index annuities.
• Ability to interact professionally with advisors and staff at all levels.
• Strong organizational skills to manage competing priorities.

Responsibilities

• Use knowledge of annuity carriers to guide product recommendations for advisors.
• Build and maintain relationships with advisors and their staff.
• Support advisors via calls and email; liaise with other departments as needed.
• Provide timely problem resolution when issues arise.

Skills

Annuity product knowledge

Communication skills

Organizational skills

Problem solving

Education

Bachelor's degree in related field

Job description

Position: Senior Annuity Planner (Team Excelerate)

Department: Annuity Marketing

Reports to: VP of Advisor Development

Overview

We are looking for a self-motivated individual to join a growing Annuity Marketing team. As a Senior Annuity Planner, you will forge and build relationships with Financial Advisors across the country. One primary focus of this position will be to help the advisors filter through various annuity products and provide guidance on which products are best for their client's needs. In this fast-paced environment, it is imperative for the Planner to be adaptive to the needs of the team and to the needs of each advisor.

What You’ll Do

• Use your complete knowledge of our annuity carriers and their product offerings to aid advisors with day-to-day product recommendations
• Build and maintain relationships with advisors and their office staff
• Partner with team to support advisors including but not limited to; handling incoming calls and outbound calls, email communication
• Serve as liaison between team and other departments (Case Design, Compliance & Suitability, Licensing, New Biz Team, Creative Services, etc.)
• Quickly and efficiently provide problem resolution when issues arise

Experience You’ll Bring

• 18+ months annuity product experience; extensive knowledge of fixed index annuity products
• Confident, professional, and articulate in written and verbal communication; ability to interact with all personality types and with all levels of staff
• Strong organizational skills: capacity to manage heavy workload while navigating a variety of competing, ever changing priorities
• Exceptional problem determination skills with a high attention to detail

Bonus Points

• Previous sales skills and training
• Bachelor's degree in related field of study

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 even an on-site primary care physician
• Continuous personal and professional development opportunities
• Recognition for hard work & exemplary performance

Who We Are:

(this section will always stay the same)

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.