Advisor Support Specialist

Advisor Support Specialist

The Advisor Support Specialist is responsible for providing exceptional operational service to our advisor clients and their office staff to meet their specific needs. Responsibilities include managing advisor relationships, assisting in the completion of account paperwork, following up on pending paperwork, and ensuring the smooth process of the annuity business. This is a new, elevated service offering to our advisor offices. You will be at the forefront of developing this new service and acting as an extension of our advisors' operational teams. You will have the opportunity to make a big impact on our advisor's business.

What you'll do:

• Serve as the primary operational contact for assigned advisor offices — hold weekly meetings, manage workload, and keep cases moving
• Prepare and enter application documents in the CRM based on advisor and staff direction
• Validate contracting, licensing, product availability, and state-specific requirements for each carrier before submission
• Track applications with carriers from receipt through in-good-order status, proactively following up to prevent delays
• Handle incoming calls and emails from advisors and staff with accurate, timely updates
• Process service requests, including death claims, custodial transfers, and exception-based transactions
• Maintain detailed CRM notes to ensure continuity across the team
• Identify and escalate compliance or licensing issues to the appropriate teams
• Contribute to workflow improvements and support the training of team members

Experience you'll bring:

• 3+ years of annuity or financial services processing experience
• Working knowledge of annuity products, carrier requirements, and operational systems
• Experience with CRM platforms and proficiency in navigating carrier portals and internal tools
• Strong communicator — confident on the phone, polished in writing, and able to build rapport quickly
• Highly organized with the ability to juggle competing priorities without dropping details
• Self-starter who can work independently and collaborate well with a team

Bonus Points:

• Direct client-facing or advisor-support experience
• 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 café, 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.