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Position: Suitability Consultant | |||
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Job Id: 1949 | |||
# of Openings: 1 | |||
Position: Suitability Consultant Department: Annuity Marketing Reporting to: Director of Case Design Overview: Do you wish to take your customer service skills and put them to work for a growing company? This role could be for you! Our Suitability Consultant is responsible for interpreting various annuity carrier suitability requirements and educating producers/internal teams on best practices. You will help identify suitability concerns and ensure the producers are acting in the best interest of their clients. We are looking for someone who can build solid relationships with carriers, producers and internal team members and be able to confidently communicate on sensitive issues. What you'll do:
Experience you'll bring:
Bonus Points:
What you'll get:
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. | |||
Apply for this Position |
Full Time
$81k-105k (estimate)
05/08/2023
04/29/2024
advisorsexcel.com
Topeka, KS
500 - 1,000