Position: Director of Sales and Marketing
Department: Annuity Marketing
Reports to: VP of Advisor Development
Overview:
As a part of the largest and fastest growing Independent Marketing Organization, our Annuity Marketing team plays a crucial part in the success of Advisors Excel. In the role of a Director of Sales and Marketing, you'll get the chance to forge and build relationships with Financial Advisors across the country. Your key responsibility will be to recruit new advisors and provide an incredible on-boarding experience for them.
What you'll do:
- Create, build, and maintain relationships with financial advisor's offices by cold calling prospects to bring them onboard the Advisors Excel platform
- Build a list of qualified contacts through warm and cold calls to recruit to Advisors Excel
- Develop a complete knowledge of our annuity carriers and their product offerings with the ability to communicate strategy
- Assisting newly committed advisors in the on-boarding process through licensing and release
- Support writing advisors including the handling of incoming calls, returning emails or voicemails and working with other internal supporting teams as needed
- Execute marketing campaigns to prospects through e-mail, webinars and mail processes
- Work with our operations teams on escalated new business cases
Experience you'll bring:
- Previous sales experience
- Comfortability performing sales cold calls
- Excellent communication skills, both written and verbal
- Time management and ability to handle multiple tasks in a fast-paced environment
- Handle confidential information with upmost integrity
- Exceptional problem determination skills with a high attention to detail
- Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations
Bonus Points:
- Previous knowledge of fixed index annuity products
- 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 cafe, gym and primary care
- Continuous personal and professional development opportunities
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)
Nov 11, 2025