Life Sales Coordinator jobs in United States
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Advisors Excel · 4 hours ago

Life Sales Coordinator

positionTopeka Metropolitan Area
timeFull-time
remoteOnsite
seniorityEntry Level
date1+ years exp

Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors. They are looking for a Life Sales Coordinator to support the Director of Life Marketing in driving life sales growth through marketing campaign coordination, advisor onboarding, and day-to-day operations.

ConsultingFinancial ServicesMarketing
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Growth Opportunities
Hiring Manager
Melanie Smith
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Responsibilities

Partner with the Director of Marketing to help execute strategic marketing initiatives designed to fuel life sales and create new opportunities for advisors
Support the development and execution of sales materials, advisor visit prep, and marketing campaigns that strengthen our advisor partnerships
Coordinate cross-department meetings—including scheduling, tracking follow-ups, and celebrating monthly wins with our VP teams
Help develop monthly coaching content for our sales teams and assist with twice-monthly Marketing Mastery Meetings
Manage Life Marketer call block scheduling, content creation, and AEC task assignments
Maintain shared spreadsheets to track campaign progress, production, and follow-up activities
Track, coordinate, and execute onboarding for advisors engaged in life production
Distribute life department and carrier marketing materials as needed
Keep life status updates and departmental projects current in AEC
Provide logistical support for events, registrations, and follow-up
Help build consistency across the sales team through shared language, tools, and selling standards
Conduct research, gather data, and prepare materials for assigned projects
Assist leadership with special projects and contribute to other needs as they arise

Qualification

Marketing coordinationMicrosoft OfficeProject managementCommunication skillsOrganizational skillsLife insurance knowledgeEmail marketing platformsProblem-solving skillsTeam collaborationAttention to detail

Required

1–2 years of professional work experience in project management or marketing focused role
Ability to manage multiple projects and deadlines in a fast-paced environment
Strong written and verbal communication skills, with the ability to build relationships across all levels
High attention to detail, strong organizational abilities, and solid problem-solving skills
A collaborative spirit—someone who supports teammates, stays positive, and brings professionalism to every interaction
Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)

Preferred

Basic knowledge of life insurance products or the life insurance industry
Experience with email marketing platforms such as Constant Contact or ActiveCampaign

Benefits

Medical
Dental
Vision
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!

Company

Advisors Excel

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Advisors Excel is a financial services company offering retirement income strategies and financial advisory services.
dateFounded in 2005
location
Topeka, Kansas, USA
people-size501-1000 employees
web-link
http://advisorsexcel.com

Funding

Current Stage
Late Stage
Total Funding
unknown
2011-01-01Private Equity

Leadership Team

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Greg Burton
Chief of Staff to CEO
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Ryan Fickel
Chief Technology Officer & Chief Information Security Officer
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Recent News

Morningstar.com
Westaim Reports Q2 2025 Results for the Quarter Ended June 30, 2025
2025-08-22
PR Newswire
Somerset Wealth Strategies Achieves Advisors Excel's Hall of Fame Award for Exceptional Excellence
2025-03-11
PR Newswire
Advisors Excel Promotes David Franzke to Chief Marketing Officer
2025-03-04
Company data provided by crunchbase