Advisors Excel · 10 hours ago
Case Design Consultant
Topeka, KS
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. In the Case Design Consultant role, you will prepare customized annuity sales proposals and act as an annuity product expert for internal teams and producers.
ConsultingFinancial ServicesMarketing
Responsibilities
Review information and documentation submitted in conjunction with annuity sales proposal requests in order to analyze financial needs
Determine available and appropriate annuity products based on financial needs and circumstances
Create customized annuity sales proposals for our producers
Establish and maintain a professional working relationship with insurance carriers and their representatives
Qualification
Required
PC proficiency, ability to work on several platforms at once
Excellent 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
Preferred
Bachelor's degree
Experience working in financial services industry
Previous customer service experience
Benefits
Medical
Dental
Vision
401k (with matching options)
Generous PTO package upon your start date
Access to an on-site primary care, café and gym
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