Advisors Excel · 1 day ago
Life Operations Trainer
Topeka Metropolitan Area
Full-time
Onsite
Entry Level
1+ years expAdvisors Excel is a fast-paced, innovative company that services independent financial advisors. They are seeking a Life Operations Trainer to lead the development and delivery of training for their Life Operations division, ensuring team members and advisors have the necessary knowledge and tools to serve clients effectively.
FinanceConsultingMarketingFinancial Services
Responsibilities
Developing, maintaining, and delivering engaging in-person and virtual training for new and existing employees
Continuously evaluating and improving training methods and formats
Partnering with Life Operations leaders to identify training needs and close processing gaps
Creating clear, step-by-step written and visual documentation
Maintaining accurate employee training records
Facilitating training sessions related to industry, carrier, underwriting, or company updates
Supporting Life Operations leadership on key initiatives and special projects
Developing and delivering virtual training on life operations best practices
Creating and maintaining training resources within the DBR
Leading advisor-facing programs such as Foundational Team Training, Team Up, and Life Special Ops Discussions
Contributing Life Operations content to the monthly AE Operations Newsletter
Supporting the Life Process and Integration Manager on strategic projects
Qualification
Required
An engaging presenter with strong virtual and in-person facilitation skills
A clear, confident communicator (both written and verbal)
Skilled at building rapport with diverse personalities and experience levels
Self-motivated and proactive, with the ability to work independently and collaboratively
Highly organized and comfortable juggling multiple priorities in a fast-paced environment
Detail-oriented with a strong commitment to quality and accuracy
Adaptable and positive in the face of change
Comfortable learning new systems, tools, and evolving industry regulations
Passionate about continuous learning and professional development
Preferred
Minimum of 1 year of experience in financial services or training & development
Strong customer service mindset and ability to handle confidential information
Working knowledge of Google Workspace, Microsoft Office (Word, Excel, Outlook, PowerPoint), eLearning platforms, and related tools
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.
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