Advisors Excel · 2 days ago
New Business Coordinator
Topeka Metropolitan Area
Full-time
Onsite
New Grad, Entry LevelAdvisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. As a New Business Coordinator, you will assist with inputting information, assuring accuracy, and providing timely assistance to financial advisors during the application process.
ConsultingFinancial ServicesMarketing
Responsibilities
Input, review and submit all incoming life applications
Order attending physician statements and medical exams
Work closely with our licensing team to ensure our producers are licensed and have completed their required training
Open, track, and distribute all mail for the life department
Qualification
Required
Outstanding communication skills
Time management with the ability to handle multiple tasks in a fast-paced environment
Ability to work independently, but also as a collaborative team member
Detail oriented, focused on quality in all aspects of your work
PC proficiency, ability to work on several platforms at once
Preferred
Prior experience working in life insurance industry
Previous customer service experience
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
Advisors Excel is a financial services company offering retirement income strategies and financial advisory services.
Founded in 2005
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2011-01-01Private Equity
Leadership Team
Greg Burton
Chief of Staff to CEO
Ryan Fickel
Chief Technology Officer & Chief Information Security Officer
Recent News
2025-08-22
2025-03-04
Company data provided by crunchbase