Annuity Operations Associate jobs in United States
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Advisors Excel · 20 hours ago

Annuity Operations Associate

positionTopeka Metropolitan Area
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

Advisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. The Annuity Operations Associate will play an integral role in processing new annuity business, ensuring timely communication and maintenance of applications. This position involves detail-oriented work and offers opportunities for advancement within the department as proficiency is gained.

ConsultingFinancial ServicesMarketing
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Growth Opportunities

Responsibilities

Conduct calls and send email communication to follow up on pending applications to ensure they are being processed in a timely manner
Record status of pending applications in our internal tracking system
Diligently communicate with transfer companies to confirm funds are moving
Correspond with advisors and their office staff on the status of pending business

Qualification

Organizational skillsCommunication skillsDetail-orientedPC proficiencyCustomer service experienceFinancial services experienceTeam collaboration

Required

Strong organizational skills; capacity to manage heavy workload while navigating a variety of competing, ever-changing priorities
Confident, professional, and articulate in written and verbal communication; ability to build a rapport with all personality types and all levels of staff
Detail-oriented, focused on quality in all aspects of your work
PC proficiency, ability to work on several platforms at once
Ability to work independently, but also as a collaborative team member

Preferred

Prior experience working in financial services 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

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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