Title: Business Development Representative
Department: Annuity Marketing
Reporting to: VP of Sales Development
Location: Topeka, KS - Onsite
Overview:
Interested in a career in sales? Join a new team within the Annuity Marketing division to identify and engage potential advisor recruits. You'll gain insight into proven recruitment practices, engage in list building, and cold calling financial professionals nationwide to join our Advisors Excel network. Your role involves uncovering opportunities and securing next steps in the recruitment process, setting the stage for the VP of Sales Development to build relationships. If you're motivated and driven to grow your sales experience, this is a great opportunity for you.
What you'll do: In this section, keep it simplistic & make it REAL. The focus is to paint a day to day picture of what someone would be accomplishing in this role. Refrain from using industry jargon or AE terminology, put it in layman's terms as best as you can. Pick 3-5 main aspects of the position and bullet out. Prioritize list according to the duties done most to least.
- Generate new relationships with financial advisors by reaching out via cold calls
- Build list of qualified contacts through research, warm/cold calls, and emails
- Develop a working knowledge of our annuity carriers & products
- Execute marketing campaigns through e-mail, webinars and mail processes
- Regularly enhancing sales skills through independent learning and collaboration with peers
Experience you'll bring:
- Driven, motivated, competitive with an interest in sales
- Exceptional communication skills, able to interact and connect with different personality types and levels
- Strong time management and scheduling abilities, with a proven capacity to juggle multiple tasks in a fast-paced environment
- Outstanding problem-solving skills combined with attention to detail
- Quick learner of advisor-facing value propositions, with the capability to effectively communicate and advance discussions
Bonus Points:
- Previous experience in the financial industry and/or sales experience
- Bachelor's degree in related field
What you'll get:
- Salary plus performance bonuses and incentives
- Amazing benefits including medical, dental, vision and 401k (with matching options)
- Generous PTO package upon 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
401(k)
Jan 24, 2025