Position: Director of AE Insurance Solutions Department: Insurance Division Reporting to: President of Insurance Location: Topeka, KS - Onsite Overview: We're looking for someone who loves sales, knows what it takes to be successful, and is excited about the opportunity to make an impact on a larger scale. As the Director of Insurance Solutions, you'll have the chance to use your sales expertise to help shape strategy, develop a growing team, and influence the future of a new business offering within Advisors Excel. AE Insurance Solutions is a new team within Advisors Excel that helps participating advisors better serve their clients through direct insurance product support. By working directly with consumers on behalf of advisors, our team helps manage leads, identify opportunities, provide guidance, and deliver solutions that support both client needs and advisor growth. As Director, you'll help build the foundation for the team's long-term success through sales strategy, advisor engagement, team development, and the launch of our Annuity Solutions Program. This is your opportunity to take what you've learned through sales and turn it into something bigger, helping build a team, shape a strategy, and leave your mark on a growing business. What you’ll do:
- Lead the day-to-day growth and success of AE Insurance Solutions.
- Build, coach, and develop a high-performing team focused on advisor engagement, client experience, and sales results.
- Create and execute sales strategies that increase advisor participation and drive growth across Insurance Solutions programs.
- Establish processes, workflows, and best practices that support consistent execution and scalable growth.
- Build strong relationships with advisors and become a trusted partner in helping them grow their insurance business.
- Serve as a visible leader and advocate for Insurance Solutions through advisor meetings, presentations, webinars, and events.
- Help launch and grow our Annuity Solutions Program, creating the structure, processes, and advisor engagement strategies needed for long-term success.
- Monitor sales activity, advisor engagement, and key performance metrics to identify opportunities and improve results.
- Partner with teams across Advisors Excel to deliver a seamless experience for advisors and their clients.
- Identify opportunities to expand and enhance Insurance Solutions offerings to better serve advisors and support business growth.
Experience you’ll bring:
- 5+ years of experience in insurance, financial services, or a related sales environment.
- Proven success building relationships, identifying opportunities, and driving sales results.
- Experience working with Life Insurance, Annuities, Medicare, or similar insurance products.
- Strong ability to influence, motivate, and develop others.
- Demonstrated business and sales acumen with the ability to evaluate results and execute effective strategies.
- Experience creating processes, implementing structure, and driving accountability.
- Excellent communication, presentation, and relationship-building skills.
- Life and Health insurance licenses, or willingness to obtain.
Bonus Points:
- Bachelor's degree in Business, Sales, Marketing, or a related field.
- Experience building or leading an insurance sales, service, or call center team.
- Experience launching a new program, sales channel, or business offering.
- Experience developing sales playbooks, processes, or advisor engagement strategies.
- Experience working with Life Insurance, Medicare, and Annuity products.
What you’ll get:
- Amazing benefits including medical, dental, vision and 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!
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.
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