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Suitability Consultant
•5 days ago
| Estimated Pay | $14 per hour |
|---|---|
| Hours | Full-time, Part-time |
| Location | Topeka, Kansas |
Compare Pay
Estimated Pay We estimate that this job pays $13.54 per hour based on our data.
$10.37
$13.54
$22.72
About this job
Position:
Suitability Consultant
Location:
2950 SW McClure Rd
Topeka, KS
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:
- Maintain the Suitability Matrix and communicate changes to internal and external clients
- Review applications and related paperwork to determine if the product is in the best interest of the client and to ensure standards are being met
- Identify trends from carriers regarding suitability reviews/concerns/questions
- Assist producers in identifying potential suitability concerns and provide recommendations on solutions
- Build and maintain relationships with producers and insurance carriers
- Act as a liaison between insurance carriers and producers
Experience you'll bring:
- Previous experience working in financial services
- Ability to gain knowledge and understanding of suitability requirements and regulations
- Understanding of sales and service processes
- Demonstrated ability to interact and effectively communicate with all levels of management, associates, producers, carriers, and vendors
- Solutions driven; the ability to problem solve and use judgement from broad knowledge when addressing complex issues
- Strong customer service, interpersonal skills, and attention to detail
Bonus Points:
- Bachelor's Degree
- Advanced knowledge of insurance products
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 cafe, gym and primary care physician
- 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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