Advisors Excel · 2 days ago
Life Marketing Intern
Advisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors. They are looking for a highly motivated Life Marketing Intern to aid in the implementation of their Life Department’s marketing programs to help drive life business.
ConsultingFinancial ServicesMarketing
Responsibilities
Execute, assemble, package and mail materials for Life department marketing campaigns and programs
Administer the Life department gifting program
Inventory, tracking and reporting of marketing materials
Assist in designing marketing materials
Help set up and prepare for Life Department events
Assist with drafting communication and presentations for internal and external audiences
Qualification
Required
PC knowledge including MS Word, Excel, Outlook
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
Preferred
Currently or previously enrolled in secondary education program
Company
Advisors Excel
Advisors Excel is a financial services company offering retirement income strategies and financial advisory services.
Funding
Current Stage
Late StageTotal Funding
unknown2011-01-01Private Equity
Leadership Team
Recent News
2025-08-22
2025-03-04
Company data provided by crunchbase