Position: VP of Life Partnership
Department: AE Life
Reporting to: President of AE Life
Location: Topeka, KS/ Lenexa, KS - Onsite, open to hybrid or remote
Overview:
Do you have a proven track record in Life Insurance sales? Are you passionate about helping clients understand the many benefits of Life Insurance while consistently meeting sales goals?
Our Life Partnership Program is designed to support financial offices across the country by providing expert Life Insurance sales assistance. In this role, you'll partner directly with advisors and their clients, offering personalized education on Life Insurance options and guiding them toward the policy that best fits their needs. This is a performance-driven sales role where success is measured by your ability to build trust, close sales, and drive results.
With access to a warm client base, you'll have the unique opportunity to focus on educating clients while meeting-and exceeding-your sales goals. If you thrive in a fast-paced, results-oriented environment and are ready to make an impact, we want to hear from you!
What you'll do:
- Initiate warm and cold sales calls to advisors' clients to identify needs and close Life insurance sales
- Educate clients on Life insurance options, focusing on assets not required for retirement income
- Collaborate with Life Marketing teams to identify advisors who would benefit from participating in the program
- Build trust with advisors to encourage deeper engagement with their clients
- Manage and track the sales follow-up process for prospective client opportunities
- Coordinate with New Business teams to ensure efficient processing and resolution of pending requirements
- Monitor and track success of the program and advise on team growth potential
- Stay current on compliance and product knowledge
Experience you'll bring:
- 3-5 years of experience in Life insurance sales with a strong understanding of various Life insurance products and sales strategies
- Demonstrated success in retail client sales, including over the phone, in person, or virtual interactions
- Experience working with both cold and warm leads to generate sales opportunities
- Confident, professional and articulate in written and verbal communication
- Up to date with all required state licenses and trainings; or willing to obtain upon hire
- Strong time management ; Highly detail-oriented with the ability to adapt to changing priorities and environments
- Handle confidential information with utmost integrity
Bonus Points:
- Bachelor's Degree in Business, Sales or Marketing
- Series 6 or 7 license; or willingness to obtain
- Previous professional experience building sales or service call center programs
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
- 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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Advisors Excel
life insurance, 401(k)
Jan 15, 2025 