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Advanced Markets Consultant - Topeka Kansas
Company: Advisors Excel Location: Topeka, Kansas
Posted On: 05/19/2024
Position: Advanced Markets Consultant Location: 2950 SW McClure Rd Topeka, KS Job Id: 1962 # of Openings: 1 Position: Advanced Markets Consultant Department: Annuity Marketing Reporting to: Director of Case Design Location: Topeka, KS - Onsite Overview: As a member of the Advanced Markets team, our consultants are driven to be a trusted resource for AE Financial Advisors and internal associates. This position focuses on maintaining insurance carrier/product resource information. As an Advanced Marketing Consultant, you will work with external partners along with internal teams in researching and validating requests from our Advisors. If you are a self-starter with excellent customer service skills, we would love to talk to you! What you'll do: - Collect, update, and maintain annuity carrier information for existing and new carriers
- Facilitate onboarding process of new insurance carriers/products
- Respond to incoming Advanced Markets email request and phone calls by providing timely and accurate responses
- Process service-related issues which include time-sensitive research and problem resolution
- Stay current on product information and carrier updates by participating as a member of the Product Committee, identifying product gaps and solutions for various Advanced Markets related topics
Experience you'll bring: - Experience working in the Financial Services industry
- Confident, professional, and articulate in verbal and written communication; comfortable engaging in discussions
- Strong organizational skills and ability to work with a high degree of accuracy while handling multiple responsibilities
Bonus Points: - Have or ability to obtain additional credentials/designations/continuing education course work related to all aspects of retirement and income planning
- Strong understanding of financial advisors and their business model and workflows
What you'll get: |
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