Operations Trainer

Position:
Life Operations Trainer

Department:
Life Operations

Reporting to:
Life Process and Integration Manager

Location:

Topeka, KS - Onsite

Are you passionate about helping others learn, grow, and succeed? Do you thrive in a fast-paced environment where you can make a real impact on both internal teams and external partners?

We’re looking for a Life Operations Trainer to lead the development and delivery of training for our Life Operations division. This role is equal parts facilitator, collaborator, and innovator — helping ensure our team members and advisors are equipped with the knowledge, tools, and confidence they need to serve clients at the highest level.

If you love turning complex processes into clear, actionable training — and enjoy presenting to diverse audiences — this could be your next move.

You’ll serve as a go-to resource for training within our Life Operations division by:

• Developing, maintaining, and delivering engaging in-person and virtual training for new and existing employees
• Continuously evaluating and improving training methods and formats
• Partnering with Life Operations leaders to identify training needs and close processing gaps
• Creating clear, step-by-step written and visual documentation
• Maintaining accurate employee training records
• Facilitating training sessions related to industry, carrier, underwriting, or company updates
• Supporting Life Operations leadership on key initiatives and special projects

Beyond our internal team, you’ll help elevate the experience for our advisors and their staff by:

• Developing and delivering virtual training on life operations best practices
• Creating and maintaining training resources within the D
• Leading advisor-facing programs such as Foundational Team Training, Team Up, and Life Special Ops Discussions
• Contributing Life Operations content to the monthly AE Operations Newsletter
• Supporting the Life Process and Integration Manager on strategic projects

• An engaging presenter with strong virtual and in-person facilitation skills
• A clear, confident communicator (both written and verbal)
• Skilled at building rapport with diverse personalities and experience levels
• Self-motivated and proactive, with the ability to work independently and collaboratively
• Highly organized and comfortable juggling multiple priorities in a fast-paced environment
• Detail-oriented with a strong commitment to quality and accuracy
• Adaptable and positive in the face of change
• Comfortable learning new systems, tools, and evolving industry regulations
• Passionate about continuous learning and professional development

• Minimum of 1 year of experience in financial services or training & development
• Strong customer service mindset and ability to handle confidential information
• Working knowledge of Google Workspace, Microsoft Office (Word, Excel, Outlook, PowerPoint), eLearning platforms, and related tools

• 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!

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.