Position: Director of Sales and Marketing - Team Excelerate
Department: Annuity Marketing
Reports to: VP of Advisor Development
Location: Lenexa, KS / Topeka, KS - onsite
Overview:
As the Director of Sales and Marketing at Advisors Excel, you'll play a pivotal role in driving annuity production growth by recruiting and onboarding qualified new advisors. Collaborating closely with the VP of Advisor Development and team members, you'll leverage your sales and marketing expertise to foster meaningful relationships with advisors nationwide.
If you're a proactive, results-oriented individual with a passion for sales, we encourage you to apply for this exciting opportunity to make a significant impact at Advisors Excel.
What you'll do:
- Initiate and maintain open lines of communication with advisors around the country using a variety of methods including warm and cold calling, creative emails, and lumpy mail processes
- Cultivate strong relationship with advisors and their teams by demonstrating the value of aligning with Advisors Excel and identifying opportunities to enhance their business processes
- Build, maintain and nurture a list of qualified advisor contacts through proven mining processes and simple referral building strategies
- Execute marketing campaigns to prospective advisors through e-mail, webinars, and mail processes
- Facilitate the introduction of qualified advisors to the sales team's members, including the VP of Sales, to seamlessly transition and advance the sales process while maintaining active involvement throughout
- Assist committed advisors in our on-boarding process through licensing and incoming releases support
- Develop a comprehensive knowledge of our annuity carriers and their product offerings, enabling effective communication of strategy to advisors
- Support writing advisors including the handling of incoming calls, returning emails or voicemails, and working with other internal supporting teams as needed
Experience you'll bring:
- Strong written and verbal communication skills
- Time management and ability to handle multiple tasks in a fast-paced environment
- Handle confidential information with upmost integrity
- Exceptional problem-solving skills with a high attention to detail
- Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations
- Sales skills and training
Bonus Points:
- Bachelor's Degree
- Previous experience in the financial industry
- Sales experience
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 cafe, gym and primary care
- Continuous personal and professional development opportunities
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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Advisors Excel
401(k)
May 10, 2024