Contract and Licensing Consultant

Company : Advisors Excel

Job Type : Full Time

Topeka, Ks

Job Description - Contract and Licensing Consultant

Job Title: Contract and Licensing Consultant

Location: Topeka, KS – Onsite

Department: Annuity Operations

Reporting to: Contract and Licensing Development Manager

Overview:

As a Contract and Licensing Consultant, you are responsible for providing outstanding customer service to all our advisors when it comes to appointment requests and licensing. This fast-paced role requires you to be able to communicate effectively with all levels of staff, advisors, and insurance carriers. In addition, you will also be responsible for phone calls, emails, and existing agent contracting management.

What you’ll do:

Review and process all requests for appointments and licensing submitted by our advisors

Create, update, and maintain all agent records

Follow up on pending contracts and appointments with insurance carriers

Answer phone calls and emails regarding agents’ questions in a timely manner

Experience you’ll bring:

Strong communication skills

Ability to interact with all personality types and with all levels of staff

Problem-solving and decision-making skills

Time management with the ability to handle multiple tasks in a fast-paced environment

PC proficiency, ability to work on several platforms at once

Bonus Points:

Bachelor’s degree

Prior experience working in either the insurance services industry or the financial services industry

Previous customer service experience

What you’ll get:

Amazing benefits, including medical, dental, vision, and 401k (with matching options)

Generous PTO package upon 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!

Who We Are:

Advisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors’ businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!

Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.

#LI-RH1

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Contract and Licensing Consultant

Job Description - Contract and Licensing Consultant

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