Advisors Excel jobs - 20 jobs

Associate Media Buyer Department: Media Solutions Are you highly organized, detail-oriented, and eager to dive into the fast-paced world of media? Advisors Excel is looking for an Associate Media Buyer to join our Radio and TV Media Buying team! As an Associate Media Buyer, you'll work closely with our experienced team to research radio and TV markets, identify the best media opportunities, and support clients throughout the buying process. This role is perfect for someone looking to gain hands-on experience in the marketing and advertising field while contributing to real-world media campaigns. What you'll do: * Support the Media Buying team with onboarding clients and navigating the media buying process * Provide extraordinary customer service to Advisors Excel clients * Conduct market research and explore media markets nationwide to identify the most effective ad and broadcast placements * Collect, organize, and summarize research to inform buying decisions Experience you'll bring: * Ability to track tasks with precision while meeting deadlines * Comfort managing multiple projects and priorities in a fast-moving environment * Professional and articulate in both written and verbal communication * Ability to work independently, but also as a collaborative team member Bonus Points: * Bachelor's Degree in a related field * Intermediate knowledge of Microsoft Office Excel software 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 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.

Job Title: Contract and Licensing Support Representative Department: Annuity Operations Reporting to: Contract and Licensing Follow-Up Manager As part of the Annuity Operations team, the Contract and Licensing Support Representative provides outstanding customer service when processing and handling requests from agents, carriers, and internal staff. This role requires timely feedback with any pending contracting requirements to assist in the processing of contracts. This is more than just a job-it's a chance to be part of a team that values your expertise and supports your growth. What you'll do: * Follow up on pending contracts with a variety of insurance companies, ensuring nothing falls through the cracks * Assist your team members with any outstanding contracting requirements, contributing to a seamless operation * Provide agents with up-to-date contracting statuses, necessary codes, and training information to keep them in the loop * Perform monthly cleanups of our contracting system, ensuring data is accurate and up to date Experience you'll bring: * Previous customer service experience - you've got experience delivering top-notch customer service and know how to make clients feel valued * 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 * You're comfortable navigating multiple systems and are proficient with PCs Bonus Points: * Bachelor's degree * Prior experience working in the financial services industry 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

Position: Audio Producer Department: Media Solutions Group Reporting to: Audio Production Manager Location: Topeka, KS - onsite Overview: We're looking for a dynamic, experienced Audio Producer who will help craft the sound of our weekly radio shows and podcasts for our financial advisors. We want someone who knows how to create compelling audio and put out strong work on tight deadlines. They have sound editorial judgment, take pride in their work, and have a high attention to detail. They have a problem-solving attitude and an excitement for innovation. The ideal candidate has a background in audio production and/or daily show production. Our talent, content, technology and innovation continue to be at the forefront, and we want you to be a part of it! What you'll do: Records, edits and produces long-form “infotainment” radio shows and podcasts, complete with music and production effects Delivers the final long-form radio show product to the appropriate radio stations on or before deadline Works collaboratively with the host and advisors on all aspects of production Assembles radio equipment for advisors and assists advisors through the radio onboarding phase Works with various software programs as well as internal and external staff and/or advisors and their staff, to setup remote studios, assist with show recordings and other similar duties Helps edit and produce short-form commercial programming as needed Exercises autonomy to make basic decisions to handle non-routine concerns Collaborates with internal partners to support video podcast production and publishes finalized content to YouTube Identifies ways to improve workflow, turnaround times for various projects, and the team's productivity Experience you'll bring: 1-2 years of experience in audio production, podcasting, radio, or a related field Hands-on experience recording, editing, and producing audio content Working knowledge of audio equipment, microphones, mixers, and recording setups Experience meeting deadlines in a fast-paced production environment Strong communication skills and the ability to collaborate with hosts, advisors, and cross-functional partners Ability to take initiative and ownership of projects and workload Ability to work independently, exercise sound judgment, and manage non-routine production challenges Work independently and as a positive and supportive member of a team Bonus Points: Proficiency with audio editing software Adobe Audition Experience editing video content using Adobe Premiere Pro (or similar software), particularly for video podcasts or digital platforms such as YouTube Familiarity with remote recording workflows and virtual studio setups Experience onboarding or supporting non-technical talent in audio production environments 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-MS1

Life Application Specialist Department: Life Operations Reporting to: Life Business Manager As a Life Application Specialist, you'll play a vital role in helping clients complete life insurance applications accurately and efficiently through our App Assist program. This position blends meaningful phone-based client interaction with detailed application processing, ensuring every submission is complete, compliant, and ready for carrier review. If you're detail-oriented, comfortable on the phone, and thrive in a fast-paced, process-driven environment, this role offers the opportunity to build valuable insurance experience while supporting producers, underwriters, and internal partners across the business. What you'll do: * Conduct client phone interviews to complete personal history interviews (PHIs) and gather additional health information as requested by underwriting * Document applicant responses accurately and update multiple systems and work queues * Manage inbound and outbound calls while meeting quality, productivity, and service-level expectations * Enter and review electronic life insurance applications to ensure all required information and forms are complete and in good order * Send, receive, and track DocuSign documents throughout the application lifecycle * Order attending physician statements (APS) and required medical exams * Coordinate with the licensing team to confirm producers meet carrier licensing and training requirements * Submit complete, in-good-order applications and supporting documentation to insurance carriers * Assist with training and onboarding new team members within the Life Operations department * Support special projects and additional tasks as needed Licensing Requirement * Must obtain a Life and Health insurance license within 30 days of hire Experience you'll bring: * One year of related life insurance experience and/or a relevant medical background * Strong verbal communication and active listening skills, especially in phone-based client interactions * High attention to detail and accuracy in data entry and documentation * Ability to manage multiple priorities in a fast-paced, production-focused environment * Comfort navigating multiple computer systems and technology platforms * Dependable, organized, and able to work independently while contributing to a collaborative team Bonus Points: * Experience in a phone-based customer service, call center, or client interview role * Ability to learn and apply underwriting guidelines, licensing requirements, and carrier-specific processes * Bachelor's degree 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. #LI-MS1

Life Inforce Specialist Department: Life Operations Reporting to: Life Business Manager Behind every life insurance policy is a client counting on things to work exactly as they should. As a Life Inforce Specialist, you'll play a critical role in supporting our producers, Sales VPs, and Case Managers by handling post-sale service inquiries for inforce life insurance policies. If you're detail-oriented, service-minded, and thrive in a fast-paced, collaborative environment, this role offers meaningful work and room to grow. What you'll do: * Reviewing and processing policy service documents for inforce life insurance contracts and submitting them to the appropriate carriers * Managing all incoming and outgoing mail for the inforce team, including premium checks, grace notices, and lapse notifications * Handling incoming calls through the inforce phone queue with professionalism and efficiency * Providing policy values, statements, and premium information upon request * Researching and resolving agent inquiries through thoughtful analysis and clear communication via phone or email * Supplying service forms as needed and guiding producers through next steps * Supporting Sales VPs and Case Managers with inforce-related questions and requests * Processing and following up on death claims with accuracy and care * Assisting with training and onboarding new team members within the life department * Taking on additional projects and responsibilities as assigned Experience you'll bring: * Strong working knowledge of Microsoft Office (Word, Excel, Outlook) * Exceptional attention to detail and a commitment to quality work * Clear, confident written and verbal communication skills * Ability to build rapport with a wide range of personalities and roles * Strong organizational skills with the ability to manage multiple priorities * Dependable, enthusiastic, and self-motivated * Resourceful problem-solver who takes initiative * Comfortable working independently while contributing as a team player Bonus Points: * Prior experience in financial services or life insurance * Bachelor's degree 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. #LI-MS1

Position: Television Production Manager Department: AE Media Solutions Reporting to: Director of Television Initiatives Location: Topeka, KS - Onsite Overview: The Television Production Manager plays a key role in bringing Advisors Excel clients to life on television. This position supports the execution of television projects from start to finish, serving as a point of contact and trusted partner for advisors throughout the process. You'll collaborate with internal teams and production partners-making real-time decisions, solving challenges, and balancing creative vision with operational realities. This role is ideal for someone who thrives in fast-paced environments, enjoys managing projects, and takes pride in delivering a standout advisor experience while driving meaningful marketing results. What you'll do: Own the full lifecycle of assigned television projects from onboarding through final delivery Serve as a primary point of contact for advisors, setting expectations and managing scope, timing, and deliverables Plan and manage television shoots based on advisor goals, production capabilities, capacity considerations, and AE best practices Build and maintain project plans, timelines, and accountability in Workfront Coordinate production kickoff meetings, onboarding calls, and cross-functional alignment Develop and distribute detailed shoot agendas, itineraries, and production plans Manage logistics, travel, accommodations, and day-of-shoot execution, resolving real-time challenges as they arise Exercise professional judgment to balance advisor requests, operational constraints, and performance goals, including handling advisor pushback when needed Oversee revisions and perform quality control reviews to ensure accuracy, clarity, and production quality Communicate proactively with internal teams and external partners to resolve issues and continuously improve execution and efficiency Experience you'll bring: Experience managing deadline-driven projects with multiple stakeholders, shifting priorities, and firm delivery dates A customer-service mindset and comfort supporting guests, clients, or external partners Clear, professional written and verbal communication skills A proactive, resourceful approach to problem-solving Confidence holding others accountable to deadlines while maintaining positive working relationships A collaborative team player who thrives in a fast-moving environment Working knowledge of Microsoft Excel for data tracking and basic reporting Bonus Points: Familiarity with tools like Workfront, Asana, Monday, or Smartsheet Experience coordinating events, live productions, or on-site shoots Exposure to compliance or review processes 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. #LI-MS1

Title: Medicare Partnership Program Manager Department: Medicare Solutions Reports to: President of Medicare Solutions Are you knowledgeable about Medicare? Do you have a passion for helping seniors gain a better understanding on the various options available and enjoy connecting them with the right plans? Our Medicare Partnership Program is designed to assist financial offices all over the country with their Medicare sales support. Partnering with the advisors' offices, you will have access to their client base; providing Medicare education and enrollment with all Medicare plan options. (Medicare Supplement, Medicare Advantage, Part D & Ancillary plans) State Insurance License is required; Advisors Excel will pay for additional state licenses as needed. Plus, AHIP and Carrier Certifications. What you'll do: * Conduct warm and cold sales calls to advisors' clients for the purpose of identifying Medicare/Ancillary product needs * Engage with your group of Advisors to build relationships and encourage more interaction with their clients * Periodic Medicare 101 client webinars to help spur interest from Advisors clients * Analyze and educate participating clients on Medicare plan options, which may include ancillary products * Create, track and manage sales follow up process for prospective client sales * Enroll and guide clients through the application process * Regularly follow up with carriers on pending applications and any outstanding issues * Monitor and track success of the program and advise on team growth potential * Stay current on compliance and product knowledge in order to make the best product recommendations for each client Experience you'll bring: * 3 to 5 years' experience related to Medicare industry * Previous phone sales experience (cold and warm calls) * Strong understanding of various Medicare plans: Medicare supplements, Medicare Advantage, Part D and Ancillary products * Confident, professional, and articulate in written and verbal communication Bonus Points: * Previous experience working with carrier portals, quoting tool software's and enrollment platforms * Bachelor's Degree in Business, Sales, or Marketing 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 even an on-site primary care physician * Continuous personal and professional development opportunities * Recognition for hard work & exemplary performance * Company outings and so much 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.

Life Sales Coordinator Department: Life Department Reporting to: Director of Life Marketing Are you organized, detail-driven, and energized by helping a team hit big goals? Do you love keeping projects moving, supporting creative marketing initiatives, and being the go-to person others rely on? If so, you might be the next great addition to our Life Department. We're looking for a Life Sales Coordinator to support the Director of Life Marketing and help drive AE's life sales growth. In this role, you'll be at the center of marketing campaign coordination, advisor onboarding, content support, and day-to-day operations that keep our Life Sales Team performing at their best. If you thrive in a fast-paced, team-oriented environment where every day brings something new, this is the place for you. What you'll do: * Partner with the Director of Marketing to help execute strategic marketing initiatives designed to fuel life sales and create new opportunities for advisors. * Support the development and execution of sales materials, advisor visit prep, and marketing campaigns that strengthen our advisor partnerships. * Coordinate cross-department meetings-including scheduling, tracking follow-ups, and celebrating monthly wins with our VP teams. * Help develop monthly coaching content for our sales teams and assist with twice-monthly Marketing Mastery Meetings. * Manage Life Marketer call block scheduling, content creation, and AEC task assignments. * Maintain shared spreadsheets to track campaign progress, production, and follow-up activities. * Track, coordinate, and execute onboarding for advisors engaged in life production. * Distribute life department and carrier marketing materials as needed. * Keep life status updates and departmental projects current in AEC. * Provide logistical support for events, registrations, and follow-up. * Help build consistency across the sales team through shared language, tools, and selling standards. * Conduct research, gather data, and prepare materials for assigned projects. * Assist leadership with special projects and contribute to other needs as they arise. Experience you'll bring: * 1-2 years of professional work experience in project management or marketing focused role. * Ability to manage multiple projects and deadlines in a fast-paced environment. * Strong written and verbal communication skills, with the ability to build relationships across all levels. * High attention to detail, strong organizational abilities, and solid problem-solving skills. * A collaborative spirit-someone who supports teammates, stays positive, and brings professionalism to every interaction. * Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook). Bonus Points: * Basic knowledge of life insurance products or the life insurance industry. * Experience with email marketing platforms such as Constant Contact or ActiveCampaign. 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. #LI-MS1

Position: Media Producer and On-Air Host Department: AE Media Reporting to: Associate Director of Television Initiatives Location: Topeka, KS - Onsite Overview: Are you passionate about creating unforgettable media experiences? As a Media Producer and On-Air Host, you'll be at the heart of developing and delivering dynamic television and radio content that captivates audiences and builds lasting relationships. In this role, you'll wear many hats: host, producer, strategist, coach, and presentation expert. You'll collaborate on set, refine key messages, and empower talent to shine-making every production polished and impactful. Step into a role where your talents make a measurable difference-every single day. What you'll do: Develop content for all forms of radio and television advertising for AE advisors Host TV and radio shows and lends voice to projects as needed for voiceover work Onboard new advisors to radio and TV platforms Provide coaching on content and on-air delivery Attend and contribute to relevant content meetings with broadcast talent Keep current with industry news and research topics relevant to ad content Occasional travel to client locations for special assignments Perform additional duties and responsibilities as required by management Experience you'll bring: 5 or more years of broadcast journalism/broadcast hosting and writing experience Proven mastery in presenting across television, radio and live platforms Superior verbal and written communication skills Extensive experience in creating content for broadcast Strong customer service and interpersonal skills PC Proficiency Ability to work independently and as a member of a team Demonstrate proactive initiative Engage effectively with diverse personalities and staff at all levels Time management and ability to handle multiple tasks in a fast-paced environment Proven analytical, problem solving and decision-making skills Capacity to master detailed product knowledge, administrative processes, and relevant regulations Professional approach and appearance Bonus Points: Bachelor's degree in mass media, journalism, PR or advertising 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.

Position: Surveillance Compliance Intern Department: Compliance Reporting to: Compliance Manager Location: Topeka, KS - Onsite Overview: Are you ready to kickstart your career in compliance? In this dynamic role, you'll play a crucial part in supporting our compliance efforts by managing data to monitor the day-to-day activities of our advisors and registered representatives. Your essential duties will include auditing data feeds for accurate reporting and tackling data errors to resolve any issues that arise. In a fast-paced, ever-changing regulatory environment, we're seeking a self-motivated individual who embraces change and thrives on proactive problem-solving. If you're eager to learn, grow, and make a meaningful impact, we want to hear from you! What you'll do: Manage and troubleshoot data errors and updates to keep our surveillance system running smoothly Assist with maintaining active data feeds for personal trading accounts Support audits of the surveillance systems files Take charge of compliance projects like a boss! We need someone who can drive these initiatives independently. Support other compliance teams as assigned. Collaboration is key, and we're all about teamwork! Experience you'll bring: Self-starter and have interest in compliance and data management Ability to work independently and take ownership of projects Exceptional problem determination skills with a high attention to detail Ability to gain knowledge and understanding of compliance requirements and regulations Confident, professional and articulate written and verbal communication skills Bonus Points: Completed coursework in corporate compliance, business transactions, or other related topics Pursuing a degree in Data Analytics, Business Administration, Finance or related field What you'll get: Access to an on-site café and gym 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-CM2

TV Project Manager Department: AE Media Solutions Reporting to: Director of Television Initiatives The TV Project Manager plays a key role in bringing Advisors Excel clients to life on television. This position supports the execution of television projects from start to finish, serving as a point of contact and trusted partner for advisors throughout the process. You'll collaborate with internal teams and production partners-making real-time decisions, solving challenges, and balancing creative vision with operational realities. This role is ideal for someone who thrives in fast-paced environments, enjoys managing projects, and takes pride in delivering a standout advisor experience while driving meaningful marketing results. What you'll do: * Own the full lifecycle of assigned television projects from onboarding through final delivery * Serve as a primary point of contact for advisors, setting expectations and managing scope, timing, and deliverables * Plan and manage television shoots based on advisor goals, production capabilities, capacity considerations, and AE best practices * Build and maintain project plans, timelines, and accountability in Workfront * Coordinate production kickoff meetings, onboarding calls, and cross-functional alignment * Develop and distribute detailed shoot agendas, itineraries, and production plans * Manage logistics, travel, accommodations, and day-of-shoot execution, resolving real-time challenges as they arise * Exercise professional judgment to balance advisor requests, operational constraints, and performance goals, including handling advisor pushback when needed * Oversee revisions and perform quality control reviews to ensure accuracy, clarity, and production quality * Communicate proactively with internal teams and external partners to resolve issues and continuously improve execution and efficiency Experience you'll bring: * Experience managing deadline-driven projects with multiple stakeholders, shifting priorities, and firm delivery dates * A customer-service mindset and comfort supporting guests, clients, or external partners * Clear, professional written and verbal communication skills * A proactive, resourceful approach to problem-solving * Confidence holding others accountable to deadlines while maintaining positive working relationships * A collaborative team player who thrives in a fast-moving environment * Working knowledge of Microsoft Excel for data tracking and basic reporting Bonus Points: * Familiarity with tools like Workfront, Asana, Monday, or Smartsheet * Experience coordinating events, live productions, or on-site shoots * Exposure to compliance or review processes 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. #LI-MS1

Position: Compliance Examiner Department: Compliance Reporting to: Compliance Manager Location: Topeka, KS/ Lenexa, KS - Onsite, open to hybrid or remote. Overview: We are seeking a highly motivated individual to join our Compliance Examination team. As part of our comprehensive compliance department, this team is responsible for conducting branch audits of registered representatives/investment advisor representatives all over the country, who utilize our Wealth Management and Financial Services platforms. The Examiner will be responsible for conducting thorough audit reviews, identifying any compliance issues, and working through the remediation process. What you'll do: Lead full-cycle (remote and onsite) examinations to identify deficiencies in compliance processes and procedures. Create comprehensive examination reports and clearly communicate findings; provide solution-based feedback on any compliance issues found. Regular communication with advisors and office staff for audit prep, records/document maintenance, required reporting submissions and prompt response to various compliance needs. Collaborate with the Wealth Management and Financial Services Marketing and Operational teams to identify and resolve various compliance issues. Stay up to date on new and existing regulatory requirements. Experience you'll bring: At least 2 years of financial service Industry experience Confident, professional, and articulate in written and verbal communication; experience conducting meetings and presentations Strong organizational skills: capacity to manage a heavy workload while navigating a variety of competing, ever-changing priorities Detail-oriented; able to work with a high degree of accuracy in a fast-paced environment Ability to travel (30% - 50%) Bonus Points: Experience in supervision, compliance, and/or regulatory management Experience conducting exams or audits Knowledge of SEC/FINRA, and various state rules and regulations Industry exams: Series 7, Series 24, and Series 66 (or 63/65) If the candidate does not have a series of licenses, they will be required to begin obtaining licenses within 6 months of start date Experience with technical supervisory systems (Orion, ProSurv, Smarsh, and RegEd) 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. #LI-RH1

Position: Copy Editor Intern Department: Creative Services Reporting to: Senior Strategic Communications Team Member Location: Topeka, KS (on-site position) Overview: We are looking for a talented and motivated Copy Editor Intern to join our Strategic Communications team. You'll proof and edit content for our corporate and consumer-facing marketing initiatives for independent financial advisors and their clients. If you have a sharp eye for detail, enjoy the art of great grammar and are interested in financial services, we'd love to work with you. What you'll do: Proof and edit communication and marketing materials before distribution to ensure accuracy and that all materials are free of any typos and/or grammatical errors Help with final reviews on e-blasts before distribution to ensure they are error-free Leverage AI copyediting and proofreading tools to identify errors, ensure style consistency and support quality control across all assets Continuously refine prompts and AI outputs. Apply editorial judgment to fact-check, maintain brand voice and ensure compliance across all content Occasionally assist in generating copy for corporate and/or client marketing projects Work with in-house and third-party compliance personnel to revise copy as needed to update sources and maintain compliant content at all times Work with other copywriter(s), editors and the Strategic Communications director to brainstorm, edit and organize libraries of relevant content for use by advisors with clients and prospects Help organize archives and coordinate thank-you gifts for AE's quarterly magazine, as well as other recordkeeping to keep the team running smoothly Other duties as assigned Experience you'll bring: College-level coursework in advertising, mass communications/journalism, marketing or English Strong written and verbal communication skills and attention to detail Experience with or willingness to learn about AI writing and editing tools, showing an ability to embrace new technology in the editing process Familiarity with AP style Ability to manage multiple projects simultaneously Work well independently and as part of a team Bonus Points: Working knowledge of Adobe Creative Suite (InDesign, Illustrator, Photoshop, etc.) Experience with project management software (we use Workfront) What you'll get: Flexibility around class schedules and finals Access to an on-site café and gym Continuous personal and professional development opportunities Recognition for hard work & exemplary performance Employee-sponsored events … and much more! Who We Are: Advisors Excel is a fast-paced, innovative company that serves 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-CM2

Billing Specialist Department: Accounting Reporting to: Billing Manager Are you highly organized, detail-oriented, and ready to bring your accounting and billing skills to a fast-paced, team-focused environment? We're looking for a Billing Specialist to join our Accounting team and play a key role in supporting billing operations and financial processes. In this role, you'll handle a variety of billing tasks, research and respond to inquiries, maintain accurate data, and assist with special projects. You'll also work closely with team members and business partners to ensure accuracy, timeliness, and excellent service. What you'll do: * Research and respond to inquiries from internal and external sources * Maintain accurate billing data * Assist with monthly billing processes * Answer questions regarding billing calculations and commission history * Prepare and send monthly statements * Enter vendor bills and process payments weekly * Assist with accounting tasks and special projects as needed Experience you'll bring: * 1-3 years of experience in banking, accounting, or financial services * Strong organizational skills with the ability to manage multiple priorities * Excellent time management and problem-solving skills * High attention to detail with a commitment to accuracy * Strong written and verbal communication skills * Ability to work independently and in a collaborative team environment * Proficiency with MS Word, Excel, Outlook, and comfort learning new technology Bonus Points: * Bachelor's degree in Accounting * Experience with QuickBooks or NetSuite 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. #LI-MS1

Life Marketing Intern Department: Life Marketing Reporting To: Director of Life Marketing Have you been thinking about a career in marketing or communications? Are you passionate about making a positive impact in your job? We are looking for a highly motivated Life Marketing Intern to join our team and aid in the implementation of our Life Department's marketing programs to help drive life business. If you are an individual with great attention to detail, can keep up with a fast-paced environment and enjoy working with others, this internship could be perfect for you. What you'll do: * Execute, assemble, package and mail materials for Life department marketing campaigns and programs * Administer the Life department gifting program * Inventory, tracking and reporting of marketing materials * Assist in designing marketing materials * Help set up and prepare for Life Department events * Assist with drafting communication and presentations for internal and external audiences Experience you'll bring: * PC knowledge including MS Word, Excel, Outlook * Detail oriented, focused on quality in all aspects of your work * Ability to independently manage projects/tasks while navigating a variety of competing priorities * Outstanding communication skills with the ability to interact with all personality types and with all levels of staff Bonus Points: * Currently or previously enrolled in secondary education program 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-CM2

New Business Coordinator Department: Life Operations Reporting to: Life Business Manager As a New Business Coordinator, you will work closely with the life new business team during the application process. This role plays a crucial role by assisting with inputting information, assuring accuracy, and providing timely assistance to our financial advisors. What you'll do: * Input, review and submit all incoming life applications * Order attending physician statements and medical exams * Work closely with our licensing team to ensure our producers are licensed and have completed their required training * Open, track, and distribute all mail for the life department Experience you'll bring: * Outstanding communication skills * Time management with the ability to handle multiple tasks in a fast-paced environment * Ability to work independently, but also as a collaborative team member * Detail oriented, focused on quality in all aspects of your work * PC proficiency, ability to work on several platforms at once Bonus Points: * Prior experience working in life insurance industry * Previous customer service 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 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-MS1

Job Title: Contract and Licensing Consultant Department: Annuity Operations Reporting to: Contract and Licensing Development Manager 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 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

Audio Producer Department: Media Solutions Group Reporting to: Audio Production Manager We're looking for a dynamic, experienced Audio Producer who will help craft the sound of our weekly radio shows and podcasts for our financial advisors. We want someone who knows how to create compelling audio and put out strong work on tight deadlines. They have sound editorial judgment, take pride in their work, and have a high attention to detail. They have a problem-solving attitude and an excitement for innovation. The ideal candidate has a background in audio production and/or daily show production. Our talent, content, technology and innovation continue to be at the forefront, and we want you to be a part of it! What you'll do: * Records, edits and produces long-form "infotainment" radio shows and podcasts, complete with music and production effects * Delivers the final long-form radio show product to the appropriate radio stations on or before deadline * Works collaboratively with the host and advisors on all aspects of production * Assembles radio equipment for advisors and assists advisors through the radio onboarding phase * Works with various software programs as well as internal and external staff and/or advisors and their staff, to setup remote studios, assist with show recordings and other similar duties * Helps edit and produce short-form commercial programming as needed * Exercises autonomy to make basic decisions to handle non-routine concerns * Collaborates with internal partners to support video podcast production and publishes finalized content to YouTube * Identifies ways to improve workflow, turnaround times for various projects, and the team's productivity Experience you'll bring: * 1-2 years of experience in audio production, podcasting, radio, or a related field * Hands-on experience recording, editing, and producing audio content * Working knowledge of audio equipment, microphones, mixers, and recording setups * Experience meeting deadlines in a fast-paced production environment * Strong communication skills and the ability to collaborate with hosts, advisors, and cross-functional partners * Ability to take initiative and ownership of projects and workload * Ability to work independently, exercise sound judgment, and manage non-routine production challenges * Work independently and as a positive and supportive member of a team Bonus Points: * Proficiency with audio editing software Adobe Audition * Experience editing video content using Adobe Premiere Pro (or similar software), particularly for video podcasts or digital platforms such as YouTube * Familiarity with remote recording workflows and virtual studio setups * Experience onboarding or supporting non-technical talent in audio production environments 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-MS1

Broadcast Media Buyer Department: Media Solutions Reporting to: Director of Media Solutions Are you a detail-driven negotiator who thrives in a fast-paced, high-energy environment? Do you enjoy turning research into actionable strategies that deliver results? If so, Advisors Excel is looking for you to join our team as a Broadcast Media Buyer! In this role, you'll be the trusted guide for our clients through the media buying process-negotiating, securing, and tracking media buys that help their brands shine. With your expertise in media markets nationwide, you'll identify the best opportunities for success while providing top-notch service every step of the way. What you'll do: * Support clients with media onboarding and guide them through the media buying process * Secure media schedules for radio and TV programming with markets across the country * Explore media markets nationwide to uncover the most effective placements * Provide extraordinary customer service to ensure our clients' success * Collect, summarize, and present research findings to support buying decisions Experience you'll bring: * Proven experience managing projects with precision and meeting deadlines * The ability to juggle multiple projects and competing priorities in a fast-moving environment * Professional, articulate, and persuasive in both written and verbal communications * Thrive working solo while collaborating seamlessly with a team Bonus Points: * 2 + years in a media buying or sales position * Bachelors' degree in a related field * Intermediate knowledge of Microsoft Office Excel software 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 so much 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-TB1